7^th 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 - 3^rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6

When

Friday
September 19, 2025

Agenda

Friday, September 19, 2025 - Toronto

8:00 AM

Breakfast & Registration

Sponsored by

Fidelity Investments Canada

9:00 AM

Opening Remarks

Carol Chow

Chair - CIFP Retirement Institute

Moderators Remarks

Pat Bolland

Business Media Guru

9:15 AM

Tax-Efficient Retirement Income in Canada

Thomas Jakovljevic

Regional Sales Director, Southern Ontario - Desjardins Investments

10:15 AM

Networking Break

Sponsored by

Desjardins

11:00 AM

The Financial "Insecurity" of Canadian Seniors

Anthony Quinn

President - Canadian Association of Retired Persons

12:00 PM

Retirement Then and Now - 20 Years of the Fidelity Retirement Report

Jacqueline Power

VP Tax and Retirement Research - Fidelity Investments Canada

1:00 PM

Lunch

Sponsored by

Chartwell Retirement Residences

2:00 PM

Retirement Realities Reimagined: Aligning Financial Plans with Modern Senior Living Options

Amanda Richards

Senior Director, Sales Strategy - Chartwell Retirement Residences

3:00 PM

Planning to Die: What You Need to Know About Medical Assistance in Dying

Helen Long

CEO - Dying With Dignity Canada

4:00 PM

Networking Break

Sponsored by

HomeEquity Bank

4:30 PM

Current Trends and Issues in Retirement Planning

Tony Mahabir

CEO - CANFIN Wealth Management

Fiduciary Advisor - CANFIN Private Wealth

5:30 PM

Closing Remarks

Pat Bolland

Business Media Guru

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.

7th Annual

Toronto

Retirement and Investment Conference 2025

Where

When

Agenda

Breakfast & Registration

Fidelity Investments Canada

Opening Remarks

Carol Chow

Moderators Remarks

Pat Bolland

Tax-Efficient Retirement Income in Canada

Thomas Jakovljevic

Networking Break

Desjardins

The Financial "Insecurity" of Canadian Seniors

Anthony Quinn

Retirement Then and Now - 20 Years of the Fidelity Retirement Report

Jacqueline Power

Lunch

Chartwell Retirement Residences

Retirement Realities Reimagined: Aligning Financial Plans with Modern Senior Living Options

Amanda Richards

Planning to Die: What You Need to Know About Medical Assistance in Dying

Helen Long

Networking Break

HomeEquity Bank

Current Trends and Issues in Retirement Planning

Tony Mahabir

Closing Remarks

Pat Bolland

Sponsors

Event Venues

Delta Hotels Toronto

Soco Ballroom - 3 rd Floor

7^th Annual

Soco Ballroom - 3 ^rd Floor