7th Annual
Toronto
September 19, 2025
Delta Toronto
Soco Ballroom on the 3rd Floor
Retirement and Investment Conference 2025
Join the Retirement Institute for a full-day event packed with presentations on the latest trends and solutions for retirement and investment professionals. Explore strategies to navigate and turn a challenging retirement and investment environment into an advantage for advisors. Network with peers and industry experts while gaining comprehensive exposure to all critical aspects of retirement and investment planning, including the latest tools, insights, and strategies to enhance client outcomes and grow your practice.
Attendee Benefits:
- In-depth expert conversations and solutions
- Best (in class) overview of retirement solutions
- Canadian and international perspectives
- Registered Retirement Consultants, Registered Financial and Retirement Advisors and Registered Retirement Analysts can achieve their required CE credits by attending
- Claim up to 6 FP Canada™ CE credits, 6 Insurance credits and 6 CIRO (MFR) credits. CE credits are subject to review by each regulator body.
- Breakfast and Lunch included
Where
Delta Hotels Toronto
Soco Ballroom - 3rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
When
Friday
September 19, 2025
Agenda
Friday, September 19, 2025 - Toronto
Breakfast & Registration
Sponsored by
Fidelity Investments Canada
Opening Remarks
Carol Chow
Chair - CIFP Retirement Institute
Moderators Remarks
Pat Bolland
Business Media Guru
Tax-Efficient Retirement Income in Canada
Thomas Jakovljevic
Regional Sales Director, Southern Ontario - Desjardins Investments
Networking Break
Sponsored by
Desjardins
The Financial "Insecurity" of Canadian Seniors
Anthony Quinn
President - Canadian Association of Retired Persons
Retirement Then and Now - 20 Years of the Fidelity Retirement Report
Jacqueline Power
VP Tax and Retirement Research - Fidelity Investments Canada
Lunch
Sponsored by
Chartwell Retirement Residences
Retirement Realities Reimagined: Aligning Financial Plans with Modern Senior Living Options
Amanda Richards
Senior Director, Sales Strategy - Chartwell Retirement Residences
Planning to Die: What You Need to Know About Medical Assistance in Dying
Helen Long
CEO - Dying With Dignity Canada
Networking Break
Sponsored by
HomeEquity Bank
Current Trends and Issues in Retirement Planning
Tony Mahabir
CEO - Canfin Financial Group
Closing Remarks
Pat Bolland
Business Media Guru
Sponsors
If your organization would like to sponsor the Retirement and Investment Conference in Toronto, please contact us via info@retirementinstitute.ca.
Event Venues
Event venue location info and gallery
Delta Hotels Toronto
Soco Ballroom - 3 rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.
Register
Discounted rate extended until September 12th, 2025.
Active RRC/RFRA/RRA Licensee price
$149+HST
- $149+HST until September 12, 2025
- Regular price $299+HST
Active CIFPs Member price
$199+HST
- $199+HST until September 12, 2025
- Regular price $349+HST
Other Industry Participants
$249+HST
- $249+HST until September 12, 2025
- Regular price $399+HST