Program-at-a-Glance
The CALU Conference & AGM 2021 features inspiring speakers, expert panel discussions, interactive workshops, and a variety of networking opportunities
Click on a session title for more details. All session times are ET.
TIME | TITLE |
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10:30 a.m. to 10:40 a.m. | CALU 2021 AGM Opening Remarks – Welcome to Day 1
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10:40 a.m. to 11:00 a.m. | Government of Canada Representative Remarks (TBC) |
11:00 a.m. to 11:45 a.m. | Harley Finkelstein: Entrepreneurship – Living the Future Today
A conversation between Harley Finkelstein, President of Shopify and Barry Pascal, AGM Chair |
11:45 a.m. to 12:05 p.m. | Hon. Erin O’Toole, Leader of the Official Opposition |
12:05 p.m. to 12:35 p.m. | Break & Networking |
12:35 p.m. to 1:25 p.m. | Concurrent Workshops |
Sale of Business (Life Insurance)
Moderated by Peter Seligman, President, Seligman & Associates |
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Best Practices (Wealth Creation & Management)
Moderated by Adrian George, President, PlayCheques Financial Solutions |
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Sustainable Long-Term Care: Fact or Fiction (Living Benefits)
Moderated by Jeffrey Wilson, Managing Partner, Sabre Strategic Partners |
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1:25 p.m. to 2:10 p.m. | Small Screen. BIG IMPACT.
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2:10 p.m. to 2:40 p.m. | Annual Meeting of Members – Business Session |
2:40 p.m. to 3:00 p.m. | Break & Networking |
3:00 p.m. to 3:45 p.m. | Tax and Estate Update
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6:30 p.m. to 7:00 p.m. | Networking |
7:00 p.m. to 7:45 p.m. | Bruce Heyman, Former United States Ambassador to Canada
A conversation between Bruce Heyman, Former United States Ambassador to Canada and Catherine Clark, MC |
Time | Session Title |
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10:30 a.m. to 10:35 a.m. | Welcome to Day 2
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10:35 a.m. to 11:20 a.m. | André Picard, Health Columnist at The Globe and Mail |
11:20 a.m. to 11:35 a.m. | Advocis Presentation
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11:35 a.m. to 12:20 p.m. | Concurrent Workshops |
Best Practices for Zoom Meetings (Life Insurance)
Moderated by Jim Kraft, CLU, CFP, CH.F.C., TEP, CPA, CA, M.Tax, Advisor, BMO Financial Services |
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Understanding the Gender Confidence Gap (Wealth Creation & Management)
Moderated by Brad Brain, Registered Financial Planner, Brad Brain Financial Planning Inc. |
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Health Benefit Plans in 2021 & Beyond: Key Considerations (Employee Benefits)
Moderated by Mike McClenahan, GBA, Managing Partner, Benefits by Design Inc. |
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12:20 p.m. to 12:50 p.m. | Break & Networking |
12:50 p.m. to 1:35 p.m. | Frances Donald, Managing Director, Global Chief Economist & Global Head of Macroeconomic Strategy at Manulife Financial |
1:35 p.m. to 2:20 p.m. | Truth Be Told: My Journey Through Life and the Law
A Conversation between The Right Honourable Beverley McLachlin, P.C., C.C. and Catherine Clark, MC |
2:20 p.m. to 2:40 p.m. | Break & Networking |
2:40 p.m. to 3:25 p.m. | Meet the Producers
Moderated by Murray Neilson, CFP, CLU, CH.F.C., FEA, Nicola Wealth Management |
3:25 p.m. to 3:45 p.m. | CALU 2021 Closing |