10:30 -11:30 am

REGISTRATION

11:30 – 12:15 pm

LUNCH

12:15 – 12:30 pm

OPENING & WELCOME

12:30 – 1:30 pm

Advocis President’s Update

1:30 – 2:30 pm

GRAHAM BERGSMA – “Insuring Clarity – Strategies HNW Clients are Using & The Communication Tools to Simplify the Journey”

2:30 – 2:45 pm

COFFEE BREAK & COOKIES

2:45 – 3:45 pm

DAREN BAXTER – “Tax Updates – What Advisors Need to Know” Pt 1

3:45 – 4:45 pm

DARYL DIAMOND – “Paycheque Portfolios (Pt 1)”

4:45 – 6:15 pm

FREE TIME

6:15 – 7:00 pm

RECEPTION

7:00 – 8:00 pm

LOBSTER DINNER

8:00 pm

ENTERTAINMENT

7:00 – 8:15 am

BREAKFAST

8:15 – 9:15 am

MEDAVIE BLUE CROSS – TBA

9:15 – 10:15 am

JENNIFER MOIR – TBA

10:15 – 10:30 am

COFFEE BREAK

10:30 – 11:30 am

KAREN CUTLER – “Emerging Trends and Technologies in Underwriting, How AI is Augmenting the Underwriting Process”

11:30 – 12:30 pm

DAREN BAXTER – “Tax Updates – What Advisors Need to Know” Pt 2

12:30 – 6:30 pm

FREE TIME

Golf, swim, explore, snore, canoe, shop!

6:30 – 7:00 pm

RECEPTION

7:00 – 8:00 pm

SALMON DINNER

8:00 pm

ENTERTAINMENT

7:00 – 8:00 am

BREAKFAST

8:00 – 9:00 am

CANADA LIFE – TBA

9:00 – 10:00 am

GRAHAM BERGSMA – “The G3 Approach – A Simplified Process For Success in the HNW Space”

10:00 – 10:15 am

COFFEE BREAK

10:15 – 11:15 am

JENNIFER MOIR – TBA

11:15 – 12:15 pm

DARYL DIAMOND – “Paycheque Portfolios (Pt 2)”

12:15 – 12:30 pm

CLOSING CEREMONIES