2019 Exceptional Advisor Canada

  • Tuesday
    October 08, 2019

Tuesday, October 08

Session Speakers
7 a.m-3 p.m.

Registration/Information Desk Open

Registration/Information Desk Open

    7-8 a.m.

    Breakfast with Sponsors and Exhibitors

    Breakfast with Sponsors and Exhibitors

      8-9:15 a.m.

      Wealth Management: Topic: Exceptional Advisor

      The good news is that investors are satisfied and they’re loyal.  The bad news is that it’s simply not enough, not if you want to deliver an exceptional client experience that truly sets you apart and drives significant growth. In this session Julie Littlechild, Founder of Absolute Engagement will unveil new investor research from the Investments & Wealth Institute that examines and quantifies the drivers of client engagement and the characteristics of an exceptional advisor.  You’ll walk away with a clear plan to take stock of your existing client experience and transform clients from being ‘merely satisfied’ to ‘profoundly engaged”.

      9:15–9:30 a.m.

      Break with Sponsors and Exhibitors

        9:30–10:30 a.m.

        Investments Topic: Global/International outlook and best practices of CIMA

        The world’s financial markets are facing uncertainty as central banks reconsider monetary policy, countries reconsider their trade policies, and investors brace for impact. Join Scott Welch as he separates the actionable investment signals from the noise, and explains his best practices for selecting investment managers.

        10:30–10:45 a.m.

        Break with Sponsors and Exhibitors

          10:45–12 p.m.

          Tax plans for Canadian families – post Canadian private company and US tax reform rule changes

          This session will focus on:
          • Update on current Canadian income tax rates
          • Planning opportunities for owners of Canadian controlled private companies
          • Income splitting landscape after TOSI
          • Update on cross-border US and Canadian estate planning post US tax reform
          • Canadian family members holding US assets
          • Planning considerations for Canadians buying a US vacation property

          12:00–12:45 p.m.


            12:45–1:45 p.m.

            Retirements and its Discontents

            Retirement has become an increasingly complex topic. This is in large part because we are living longer now than we have in all of human history. In her talk, University of Toronto Professor Michelle Silver invites you to rethink your perceptions about aging and retirement. She discusses retirement from its early policy roots to the social phenomena it has become with a focus on implications for people whose personal identity has always been closely intertwined with their work. Her talk makes the point that aging is different today from the not so distant past while exploring how to make the most of retirement. Drawing from recent research she presents four key strategies for retirement, weaving in examples from CEOs, Elite Athletes, Physicians, and Academics she has interviewed.

            1:45–2 p.m.

            Break with Sponsors and Exhibitors

              2–3 p.m.

              500 Years of Annuity Mispricing

              Prima facie, valuing a longevity-contingent claim that provides guaranteed income-for-life should be a relatively straightforward operation. One selects a mortality basis with a proper discount curve and the remainder is left to expectations. And yet, history is strewn with examples of mispriced annuities. From early attempts by the English King Henry VIII to securitize cashflows from the dissolution of the monasteries in the 16th century, to European tontines in the 17th and 18th centuries and of course North American variable annuity companies who teetered on the precipice of bankruptcy in the early 21st century, it seems annuities can be a very tricky business. Motivated by these examples and recent controversies, in this talk I will review the pricing of plain, compound and decorative annuities, discuss the economic rationale for their existence and conclude with some observations on why Mother Nature would prefer that retirees pool longevity risk.