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
10:30 a.m. to 10:40 a.m.

CALU 2021 AGM Opening Remarks – Welcome to Day 1
10:40 a.m. to 11:00 a.m.

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
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 12:15 p.m. Break & Networking
12:15 p.m. to 12:35 p.m. Hon. Erin O’Toole, Leader of the Official Opposition
12:35 p.m. to 1:25 p.m. Concurrent Workshops
 

Sale of Business (Life Insurance)

  • Hemal Balsara, Assistant Vice President, Tax, Retirement & Estate Planning, Manulife Financial
  • Tim Barrett, Partner, Thorsteinssons LLP 

Moderated by Peter Seligman, President, Seligman & Associates
 

Best Practices (Wealth Creation & Management)

  • Brian Burlacoff, Advisor, The Financial Innovators Group
  • Lisa Houston, Associate Advisor/Partner, The Financial Innovators Group
  • Aaron Hector, Vice President & Financial Consultant, Doherty & Bryant Financial Strategists

Moderated by Adrian George, President, PlayCheques Financial Solutions
 

Sustainable Long-Term Care: Fact or Fiction (Living Benefits)

  • Dr. Samir Sinha, MD, DPhil, FRCPC, Director of Health Policy Research, National Institute on Ageing
  • Theresa Zavitz, President, Zavitz Insurance & Wealth Inc.

Moderated by Jeffrey Wilson, Managing Partner, Sabre Strategic Partners
1:25 p.m. to 2:10 p.m. 

Small Screen. BIG IMPACT.

  • Debra Jasper, Founder and CEO, Mindset Digital
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

  • Angela Ross, LL.B., TEP, PwC Partner, Tax
  • Kevin Wark, LL.B., CLU, TEP, Tax Advisor, CALU
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
10:30 a.m. to 10:35 a.m. Welcome to Day 2
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

  • Abe Toews, CFP, CLU, Ch.F.C., CHS, ICD.D, Chair, Advocis
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
Understanding the Gender Confidence Gap (Wealth Creation & Management)

  • Juli McNeely, Consultant/Coach/Speaker, Juli McNeely Consulting

Moderated by Brad Brain, Registered Financial Planner, Brad Brain Financial Planning Inc.
Health Benefit Plans in 2021 & Beyond: Key Considerations (Employee Benefits)

Moderated by Mike McClenahan, GBA, Managing Partner, Benefits by Design Inc.
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

  • Garry Zlotnik, CFP, CLU, CH.F.C., CPA, CA, FCA, FCPA, Chairman & CEO, ZLC Financial
  • Marty McConnell, CFP, CLU, CH.F.C., Partner at Creaghan McConnell Group

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
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