8th Annual

    Retirement and Investment Conference 2026 -- Toronto, September 15, 2026

    Toronto

    September 15, 2026
    The Westin Harbour Castle
    Harbour Ballroom, Convention Level

    Retirement and Investment Conference 2026

    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 discussions on retirement planning strategies and solutions
    • Insights from both Canadian and international perspectives
    • Registered Retirement Consultants, Registered Financial and Retirement Advisors and Registered Retirement Analysts can achieve their required CE credits by attending and completing any required post-event activities
    • 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

    The Westin Harbour Castle
    Harbour Ballroom
    1 Harbour Square, Toronto, ON M5J 1A6

    When

    Tuesday
    September 15, 2026

    Agenda

    Tuesday, September 15, 2026 - Toronto

    Breakfast & Registration

    Sponsored by

    Focal AI

    Opening Remarks

    Carol Chow

    Chair - CIFP Retirement Institute

    Moderators Remarks

    Pat Bolland

    Head of Recruitment - JustWealth

    TBA

    Anthony Quinn

    President - The Canadian Association of Retired Persons (CARP)

    Current Trends and Issues in Retirement Planning

    Tony Mahabir

    CEO - CANFIN Wealth Management

    Fiduciary Advisor - CANFIN Private Wealth

    Networking Break

    Sponsored by

    Fidelity Wealth

    How Top Advisors Are Saving 15 Hours Per Week with AI

    John L. Connell

    Founder - Focal AI

    Beyond the Headlines: How Planning Shapes Retirement Confidence

    Michelle Munro

    Director Tax and Retirement Research - Fidelity Investments Canada

    Lunch

    Sponsored by

    Chartwell Retirement Residences

    The Financial Advisor's Senior Care Toolkit

    Ruth Morales-Sullivan, MBA, BSc

    Business Development Manager - Chartwell Retirement Residences

    Stop Calling it a Sale - The Truth about Succession Planning

    Pier- Alexandre Drouin

    VP Business Development - Fidelity Wealth

    Networking Break

    Sponsored by

    Fidelity Investments Canada

    Intergenerational Wealth Planning for Advisors

    Anthony Williams

    VP of Academic Affairs - CIFP

    Closing Remarks

    Pat Bolland

    Head of Recruitment - JustWealth

    Sponsors

    If your organization would like to sponsor the Retirement and Investment Conference in Toronto, please contact us via info@retirementinstitute.ca.

    Event Venue

    Event venue location info and gallery

    The Westin Harbour Castle

    Harbour Ballroom - Convention Level

    1 Harbour Square, Toronto, ON M5J 1A6


    Escape to this Toronto waterfront hotel, offering the perfect balance of premium amenities and a prime location. This downtown Toronto hotel is in the heart of the revitalized waterfront district, The Westin Harbour Castle offers direct access to many of Toronto's most noteworthy sites and attractions, including Rogers Centre, Scotiabank Arena, CN Tower and Exhibition Place.

    Register

    Discounted rate extended until September 4th, 2026.

    Active RRC/RFRA/RRA Licensee price

    $179+HST
    • $179+HST
    • Regular price $299+HST
    Call 1-844-524-3774 to Register!
    Active CIFPs Member price

    $229+HST
    • $229+HST
    • Regular price $349+HST
    Register Now!
    Other Industry Participants

    $279+HST
    • $279+HST
    • Regular price $399+HST
    Register Now!
    CIFP Retirement Institute

    The CIFP Retirement Institute was launched in 2013. The Institute is an independent operating arm of the Canadian Institute of Financial Planning and oversees various designations under license from CIFP. Specifically, the Institute is responsible for administering the following broad-based financial planning designations that feature a specialization in retirement planning:

    • Registered Retirement Consultant (RRC®)/Conseillers en Retraite and Conseillères en Retraite (CR®)
    • Registered Financial and Retirement Advisor (RFRA®)
    • Registered Retirement Analyst (RRA®)

    Useful Links

    Contact Us

    CIFP Retirement Institute
    390 Brant Street, Suite 501
    Burlington, ON L7R 4J4
    Canada
    Phone: 1-844-524-3774
    Email: info@retirementinstitute.ca
    Web: www.RetirementInstitute.ca

    © Copyright CIFP Retirement Institute. All Rights Reserved.