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CIFPs National Conference 2017

Investment Executive heads to Ottawa to report from the 15th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from May 28 to 31. Photo copyright: chiyacat/123RF.

June 6, 2017

CIFPs 2017: Advisors lack framework for risk tolerance assessment

Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.

  • June 6, 2017 December 19, 2017
  • 14:30

CIPFs 2017: Design asset allocation to achieve clients’ goals

Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.

  • June 1, 2017 December 15, 2017
  • 13:30

How to step back from your business successfully

Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly

  • May 31, 2017 December 19, 2017
  • 15:00

Look to global equities for growth this year

Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe

  • May 31, 2017 May 31, 2017
  • 12:50

PlanPlus names Canadian winners of financial planning awards

Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

  • May 31, 2017 December 19, 2017
  • 11:10

CIFPs 2017: Top takeaway from the 2017 Fidelity retirement survey

Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.

  • May 31, 2017 December 19, 2017
  • 09:00

CIFPs 2017: Oil to rise in 2017 and beyond

Sébastien Lavoie, chief economist, economic research and strategy, Laurentian Bank Securities, forecasts significant improvement in the Canadian and global energy sectors.

  • May 31, 2017 December 15, 2017
  • 08:30

Financial planners must be ready for “perfect storm” of regulation and technology

The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing

  • May 30, 2017 December 19, 2017
  • 16:40

Having a direct beneficiary could cause problems for wealthy clients

Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences

  • May 30, 2017 January 22, 2018
  • 14:20

CIFPs 2017: Best interest standard must have two tiers

Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.

  • May 30, 2017 January 21, 2018
  • 06:30