See below for Mastermind Sessions for Day 1 and Day 2
Day 1 - Thursday September 21st - 1:10pm to 2:05pm
Succession Readiness: Planning your Exit, Financially and Emotionally
Speakers: George Hartman, CEO Market Logics & Crista Brooks, VP Advisor Growth & Development, IPC
Where are you in your succession planning journey? Whether you’ve just begun thinking about it, or are already at some stage of the planning process, this session is for you! Using real-life examples and case experience, George and Crista will focus on what you can do to be psychologically and emotionally prepared while illustrating all the different types of plans you must have in place to ensure your readiness. They will walk through what to do to have a solid plan in place, illustrate how to overcome inertia and get your plan onto paper, and prepare to gracefully let go of what you’ve built post-sale. Walk away with strategies on how to choose a successor, pivot your exit strategy when things don’t go to plan, and establish your personal exit planning road map so you can both emotionally and financially exit your business after a transition.
Key Takeaways:
- Identify what’s required for a good succession plan
- How to be emotionally and financially ready
- What to do when your chosen successor backs out
Unlocking Investment Opportunities Amidst Economic Challenges
Speakers: Jim Hall, President & Portfolio Manager, Mawer Investment Management & Rahim Dhalla, Director, Portfolio Management, IPC Portfolio Services
Uncertainty marked by volatile markets. Stubbornly high inflation. Interest rate concerns. The persistent threat of recession. These are just some of the headlines keeping your clients up at night.
We will unpack these challenges in this exclusive breakout session hosted by Rahim Dhalla, Director of Portfolio Management, with long-time investment partner, Jim Hall, Mawer Investment Management, our International Growth specialist. Jim will share Mawer’s unique perspective on how these factors are shaping their investment decisions and provide examples of companies that are poised to outperform in this uncertain environment. Jim and Rahim will demonstrate why active stock selection is more critical than ever in guiding clients toward their financial goals.
Unleash Your Brand Potential: Are You Where You Want to Be?
Speakers: To be announced
In this dynamic breakout session, you will gain invaluable insights and actionable strategies to attract your ideal client, establish trust, and differentiate yourself from the competition. Learn about the transformative power of inbound marketing and harness easy to implement digital strategies to create meaningful connections with your prospects. Discover how to optimize your online presence and leave equipped with easy-to-implement tactics to create a compelling digital brand.
Day 1 – Friday September 22nd - 10:50am to 11:45am
Business Efficiency: Improving the KYC, KYP and Client Onboarding Experience
Moderator: Dan Nolan, Wealth Advisor
Panelists: Cas Litwin, CCO, IPC Investment Corporation, Glenn Saunders, CCO, IPC Securities Corporation, Marie Bowen, VP Operations, IPC Securities Corporation, Rod Moore, VP Operations, IPC Investment Corporation
Join this panel for an in-depth discussion on the crucial aspects of compliance and technology in the realm of KYP/KYC and client onboarding. As regulatory requirements continue to evolve, financial advisors face the challenge of meeting compliance standards while embracing technological advancements.
Moderated by your fellow advisor, Dan Nolan, this session will explore effective strategies for meeting KYP/KYC requirements and discuss enhancements in technology solutions designed to continue improving the advisor-client experience. The panel will also dive into the challenges that advisors may face in meeting regulatory requirements without the aid of technology. The panelists will also tackle the future state of the client onboarding experience at IPC.
Key Takeaways:
- Understanding the intersection between regulation and technology, its opportunities, and challenges
- Meeting the KYC-KYP requirements
- Elevating the client onboarding experience
Tax & Estate Planning for HNW Clients: New Strategies & Ideas for the Current Market
Speaker: John Yanchus, CPA, CA, TEP, Director, Tax and Estate Planning, Wealth Distribution, Canada Life, & Andrew Schredl, SVP Wealth Management Services, IPC
This session explores how tax and estate planning has evolved over the past few years. Some changes, which include the use of technology in the planning process, were prompted or accelerated by the pandemic. What are these changes? And how does it impact the planning and advice you customize for your HNW clients in the current climate?
Join industry expert, John Yanchus from Canada Life for new strategies and fresh insight on advanced tax strategies, wills, and probate planning, as well as risk management strategies that can help improve outcomes for clients and their families. John and Andrew will also shed light on technology solutions that are helping to drive greater planning efficiency in this space, as well as outline how the partnership between Canada Life and IPC can benefit you and your clients.
Key Takeaways:
- Advanced strategies in tax, estate, and risk management for HNW clients
- Improving the efficiency of tax & estate planning
- Canada Life-IPC partnerships in tax, estate, and risk management
Idea Exchange: Next Gen Roundtable
Moderator: Dave Nicholson, VP Business Development
Advisor Leads: Parker Pellegrini CFA®, CFP®, P. Eng., Portfolio Manager, Pellegrini Financial & Justin Lachin, Wealth Advisor, Mowbray Wright
This interactive session aims to foster an environment of collaboration, where next-gen advisors can learn from one another, exchange ideas, discuss challenges, share experiences, and uncover best practices through discussion and dialogue. Throughout the breakout, leaders from head-office will be present to answer questions and provide perspective to topics raised.
The session will focus on four key areas:
- Marketing and prospecting
- Business processes
- Business structure and 'platform'
- Succession from the new advisors' perspective
Don't miss this opportunity to connect with your peers, gain practical knowledge, uncover ideas to help improve business processes, and drive the continued growth and success of your business.
Day 2 – Friday September 22nd - 10:50am to 11:45am
Business Efficiency: Improving the KYC, KYP and Client Onboarding Experience
Moderator: Dan Nolan, Wealth Advisor
Panelists: Cas Litwin, CCO, IPC Investment Corporation, Glenn Saunders, CCO, IPC Securities Corporation, Marie Bowen, VP Operations, IPC Securities Corporation, Rod Moore, VP Operations, IPC Investment Corporation
Join this panel for an in-depth discussion on the crucial aspects of compliance and technology in the realm of KYP/KYC and client onboarding. As regulatory requirements continue to evolve, financial advisors face the challenge of meeting compliance standards while embracing technological advancements.
Moderated by your fellow advisor, Dan Nolan, this session will explore effective strategies for meeting KYP/KYC requirements and discuss enhancements in technology solutions designed to continue improving the advisor-client experience. The panel will also dive into the challenges that advisors may face in meeting regulatory requirements without the aid of technology. The panelists will also tackle the future state of the client onboarding experience at IPC.
Key Takeaways:
- Understanding the intersection between regulation and technology, its opportunities, and challenges
- Meeting the KYC-KYP requirements
- Elevating the client onboarding experience
Tax & Estate Planning for HNW Clients: New Strategies & Ideas for the Current Market
Speaker: John Yanchus, CPA, CA, TEP, Director, Tax and Estate Planning, Wealth Distribution, Canada Life, & Andrew Schredl, SVP Wealth Management Services, IPC
This session explores how tax and estate planning has evolved over the past few years. Some changes, which include the use of technology in the planning process, were prompted or accelerated by the pandemic. What are these changes? And how does it impact the planning and advice you customize for your HNW clients in the current climate?
Join industry expert, John Yanchus from Canada Life for new strategies and fresh insight on advanced tax strategies, wills, and probate planning, as well as risk management strategies that can help improve outcomes for clients and their families. John and Andrew will also shed light on technology solutions that are helping to drive greater planning efficiency in this space, as well as outline how the partnership between Canada Life and IPC can benefit you and your clients.
Key Takeaways:
- Advanced strategies in tax, estate, and risk management for HNW clients
- Improving the efficiency of tax & estate planning
- Canada Life-IPC partnerships in tax, estate, and risk management
Idea Exchange: Next Gen Roundtable
Moderator: Dave Nicholson, VP Business Development
Advisor Leads: Parker Pellegrini CFA®, CFP®, P. Eng., Portfolio Manager, Pellegrini Financial & Justin Lachin, Wealth Advisor, Mowbray Wright
This interactive session aims to foster an environment of collaboration, where next-gen advisors can learn from one another, exchange ideas, discuss challenges, share experiences, and uncover best practices through discussion and dialogue. Throughout the breakout, leaders from head-office will be present to answer questions and provide perspective to topics raised.
The session will focus on four key areas:
- Marketing and prospecting
- Business processes
- Business structure and 'platform'
- Succession from the new advisors' perspective
Don't miss this opportunity to connect with your peers, gain practical knowledge, uncover ideas to help improve business processes, and drive the continued growth and success of your business.
Day 2 – Friday September 22nd - 10:50am to 11:45am
Business Efficiency: Improving the KYC, KYP and Client Onboarding Experience
Moderator: Dan Nolan, Wealth Advisor
Panelists: Cas Litwin, CCO, IPC Investment Corporation, Glenn Saunders, CCO, IPC Securities Corporation, Marie Bowen, VP Operations, IPC Securities Corporation, Rod Moore, VP Operations, IPC Investment Corporation
Join this panel for an in-depth discussion on the crucial aspects of compliance and technology in the realm of KYP/KYC and client onboarding. As regulatory requirements continue to evolve, financial advisors face the challenge of meeting compliance standards while embracing technological advancements.
Moderated by your fellow advisor, Dan Nolan, this session will explore effective strategies for meeting KYP/KYC requirements and discuss enhancements in technology solutions designed to continue improving the advisor-client experience. The panel will also dive into the challenges that advisors may face in meeting regulatory requirements without the aid of technology. The panelists will also tackle the future state of the client onboarding experience at IPC.
Key Takeaways:
- Understanding the intersection between regulation and technology, its opportunities, and challenges
- Meeting the KYC-KYP requirements
- Elevating the client onboarding experience
Tax & Estate Planning for HNW Clients: New Strategies & Ideas for the Current Market
Speaker: John Yanchus, CPA, CA, TEP, Director, Tax and Estate Planning, Wealth Distribution, Canada Life, & Andrew Schredl, SVP Wealth Management Services, IPC
This session explores how tax and estate planning has evolved over the past few years. Some changes, which include the use of technology in the planning process, were prompted or accelerated by the pandemic. What are these changes? And how does it impact the planning and advice you customize for your HNW clients in the current climate?
Join industry expert, John Yanchus from Canada Life for new strategies and fresh insight on advanced tax strategies, wills, and probate planning, as well as risk management strategies that can help improve outcomes for clients and their families. John and Andrew will also shed light on technology solutions that are helping to drive greater planning efficiency in this space, as well as outline how the partnership between Canada Life and IPC can benefit you and your clients.
Key Takeaways:
- Advanced strategies in tax, estate, and risk management for HNW clients
- Improving the efficiency of tax & estate planning
- Canada Life-IPC partnerships in tax, estate, and risk management
Idea Exchange: Next Gen Roundtable
Moderator: Dave Nicholson, VP Business Development
Advisor Leads: Parker Pellegrini CFA®, CFP®, P. Eng., Portfolio Manager, Pellegrini Financial & Justin Lachin, Wealth Advisor, Mowbray Wright
This interactive session aims to foster an environment of collaboration, where next-gen advisors can learn from one another, exchange ideas, discuss challenges, share experiences, and uncover best practices through discussion and dialogue. Throughout the breakout, leaders from head-office will be present to answer questions and provide perspective to topics raised.
The session will focus on four key areas:
- Marketing and prospecting
- Business processes
- Business structure and 'platform'
- Succession from the new advisors' perspective
Don't miss this opportunity to connect with your peers, gain practical knowledge, uncover ideas to help improve business processes, and drive the continued growth and success of your business.