Chartwell Retirement Residences is a leader in the Canadian retirement living industry. As one of the largest owners and operators of seniors housing in the country, we have over 170 retirement residences across Ontario, Quebec, Alberta and British Columbia. Our guiding purpose is Making People’s Lives BETTER. We put that commitment into practice each day by providing a happier, healthier and more rewarding experience for our residents, their families and our employees.

At Fidelity , our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with over $200 billion in assets under management (as at December 31, 2023) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

Fidelity Wealth is a new wealth management service designed to support financial advisors as they plan for their succession and transition toward retirement. We partner with retiring advisors to create thoughtful, customized transition plans that protect their legacy while ensuring continued high quality service for their clients.

Our approach is built around partnership and long term continuity. Advisors gain access to a dedicated transition team that provides expert guidance throughout every stage of the succession process, offering clarity and confidence for both advisors and their clients. Once transitioned, clients benefit from comprehensive financial planning tailored to their individual goals and circumstances, supported by disciplined investment management.

Fidelity Wealth offers an open architecture investment model, giving clients access to a wide range of investment solutions selected through a rigorous due diligence process overseen by dedicated in house experts. This flexibility allows portfolios to be constructed with the client’s best interests at the forefront.

Fidelity Wealth’s mission is to help advisors retire with confidence, knowing their clients will continue to receive personalized advice and leading investment solutions.

Learn more at wealth.fidelity.ca .

Focal AI is the meeting assistant for Canadian advisors. We help advisors save up to 15 hours per week, with firms including IPC, Assante, and Designed Wealth Management already using Focal AI to streamline workflows through AI note-taking, automated CRM and Conquest updates, personalized follow-up emails, meeting prep, and performance coaching.

Built with enterprise-grade security and a compliance-first design, Focal AI enables advisors to deepen client relationships, increase client capacity, and grow AUM without adding headcount.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website .

Home Trust is Canada’s largest independent trust company, proudly serving Canadians since 1987. Home Trust offers a wide range of financial services including: deposits, residential mortgages, commercial mortgages and Visa* cards. Deposits are also offered through Home Bank, a wholly owned subsidiary of Home Trust Company. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a public company that trades on the Toronto Stock Exchange (TSX) under the symbol HCG. Home Trust’s head office is located in Toronto, with branch offices in Vancouver, Calgary, Montreal, Halifax and Winnipeg.

Our Guaranteed Investment Certificates (GIC) provide security for your investment, as well as a fixed rate of return. We offer a range of GICs for both personal and commercial needs, offering you a safe way to deposit your money with consistently high rates of interest and a variety of investment terms.

For additional peace of mind, Home Trust Company and Home Bank GICs are eligible for the Canada Deposit Insurance Corporation (CDIC) coverage, up to applicable limits.

Founded in 1996, RFA (Realty Financial Advisors), is a Canadian-owned real estate investment firm grounded in the Commercial and Asset Management segments. RFA and its investment partners are active participants in a wide array of real estate focused portfolios, including debt financing transactions, REITs, retirement homes, and direct investments in office, retail, industrial and multifamily residential properties. Combined, the RFA group of companies have over $65 Billion in assets under management and an additional $25+ Billion in assets under administration.

In 2018, RFA expanded into the residential lending market with the goal of becoming a top broker channel lender. In 2019, RFA accelerated its growth plans through the acquisition of Street Capital Bank, a Schedule A bank, and now holds a presence in both the Prime and Alternative lending segments. RFA is based in Toronto, with an additional office in Calgary.

RFA Bank is part of RFA Capital Holdings Inc., a Canadian privately held Ontario corporation managed by RFA Capital Inc.

Along with its real estate holdings, RFA Bank offers a quality suite of GIC products accessed through CANNEX by contracted nominee dealers and is a member of the Canadian Deposit Insurance Corporation (CDIC), providing federal deposit insurance protection for their GIC’s of up to applicable limits.

For more information on RFA Bank, please visit: https://www.rfa.ca

For more information on CDIC, please visit: https://www.cdic.ca/ .

Qtrade Direct Investing^® is among Canada’s top-ranked online trading platforms having secured more than 28 wins in online investment excellence over the past 18 years in industry evaluations of online brokerages. Qtrade offers self-directed investors a preferred online trading option that complements their overall investment portfolio to achieve their financial goals and secure their financial health.

With more than 25 years’ experience, Qtrade operates direct to consumer and through over 300 strategic partnerships with some of Canada’s largest financial services institutions. Qtrade believes that Canadian investors should have confidence in their financial decisions, confidence in the tools we provide to help them make those decisions, and confidence in the support we offer.

Learn more about how you can take control of your financial future at qtrade.ca

Take advantage of the exclusive promotional offers to provide even more value to your clients. Explore the opportunities and elevate your clients’ investing journey with Qtrade today! Visit: https://www.qtrade.ca/en/investor/offers

The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.

The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC, RFRA and RRA curricula.

Learn more at www.retirementinstitute.ca

The Chartered Institute of Financial Planning provides professional education and certification for financial planners and financial advisors in Canada.

Under license from the Canadian Institute of Financial Planning (CIFP), the Chartered Institute of Financial Planning offers professional credentials including the Chartered Financial Planner® designation, and Registered Life Insurance Specialist® (RLIS®) designation.

The Chartered Institute of Financial Planning aims to enhance the professional standards of financial planning and financial advising through comprehensive educational programs.

CIFP and the Chartered Institute of Financial Planning are headquartered in Burlington, Ontario, and CIFP is an approved credentialling body under the Financial Services Regulatory Authority of Ontario’s (FSRA) Financial Planning Title Protection framework.

Learn more at www.charteredinstitute.ca

The Canadian Institute of Financial Planners (CIFPs) is a national, non-profit association dedicated to advancing the financial planning profession in Canada. As an independent and respected voice for financial planners, CIFPs advocates for high professional standards, consumer confidence, and recognition of the value that qualified financial planning professionals bring to Canadians.

Membership is open to financial planning and retirement planning professionals across Canada, including holders of recognized financial planning and retirement planning designations, individuals pursuing professional credentials, students enrolled in approved financial planning education programs, and others who support the advancement of the profession.

CIFPs advocates on behalf of its members and the broader financial planning community with regulators, policymakers, industry stakeholders, and the public. We work to promote professional excellence, strengthen public trust, and ensure that financial planning professionals are recognized for the important role they play in helping Canadians achieve financial well-being.

Through education, advocacy, and professional development, CIFPs supports a strong, respected, and inclusive financial planning profession — here at home and abroad.

Learn more at www.cifps.ca