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.
CALU 2021 AGM Opening Remarks – Welcome to Day 1
Sean Fraser, Parliamentary Secretary to the Deputy Prime Minister and Minister of Finance and to the Minister of Middle Class Prosperity and Associate Minister of Finance
Harley Finkelstein: Entrepreneurship – Living the Future Today
A conversation between Harley Finkelstein, President of Shopify and Barry Pascal, AGM Chair
Sale of Business (Life Insurance)
Moderated by Peter Seligman, President, Seligman & Associates
Best Practices (Wealth Creation & Management)
Moderated by Adrian George, President, PlayCheques Financial Solutions
Sustainable Long-Term Care: Fact or Fiction (Living Benefits)
Moderated by Jeffrey Wilson, Managing Partner, Sabre Strategic Partners
Small Screen. BIG IMPACT.
Tax and Estate Update
Bruce Heyman, Former United States Ambassador to Canada
A conversation between Bruce Heyman, Former United States Ambassador to Canada and Catherine Clark, MC
Moderated by Jim Kraft, CLU, CFP, CH.F.C., TEP, CPA, CA, M.Tax, Advisor, BMO Financial Services
Moderated by Brad Brain, Registered Financial Planner, Brad Brain Financial Planning Inc.
Moderated by Mike McClenahan, GBA, Managing Partner, Benefits by Design Inc.
A Conversation between The Right Honourable Beverley McLachlin, P.C., C.C. and Catherine Clark, MC
Moderated by Murray Neilson, CFP, CLU, CH.F.C., FEA, Nicola Wealth Management
600-170 Laurier Ave. West Ottawa, ON K1P 5V5