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Stay informed. Be inspired.

CALU’s first-ever Fall Conference is specially designed for leaders in the life insurance and financial advisory industry. This virtual conference is powered via a state-of-the-art virtual conference platform and features top-notch speakers and workshops.

Learn from the best

Join us for two days of online learning with leading industry experts from North America and learn from their wealth of knowledge and experience.

Featuring business, technology, and government leaders as well as top industry experts with decades of experience as advisors in financial planning, business succession, estate planning, wealth creation, retirement planning, and employee benefits services.

Why should you attend?

This virtual conference is specially designed to cover the latest topics and skills for you to stay current and informed and maximize your learning.  Learn about:

  • the latest trends in tax, life insurance, wealth creation and management, and employee and living benefits
  • the competitive and economic landscape ahead for North America and the world 
  • the needs and challenges facing entrepreneurs today
  • the impact of the pandemic on our lives
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SPEAKERS

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Who we are

CALU is the only professional association dedicated to supporting Canada’s leaders in advanced solutions for financial planning, business succession, estate planning, wealth creation, retirement planning, and employee benefits services. We promote a deeper understanding of complex financial and tax initiatives for members and clients and advocate for sound public policy. Since 1991, we’ve provided a collaborative community to our members – helping them connect, stay informed, and turn ideas into action.

  • A national community – our members come from across Canada

  • Sharing knowledge, research, and expertise – we promote shared learning, professional development, and engagement for our members

  • Advocating for meaningful change – CALU has engaged in public policy advocacy as a non-partisan organization for more than 30 years

Become a member of CALU

Together we are sharing advances in strategies and practice, innovation, and excellence in underwriting and promoting and protecting the health and wealth of Canadians.

Members of CALU provide specialty services in insurance, business succession, wealth management, retirement planning, and estate planning to individuals, families, and business owners across Canada. 

As Canada’s top advisors, our members understand the unique needs of their clients. By helping to navigate the complexities of specialized underwriting solutions, they help their clients build sustainable wealth, protect their health and well-being, and grow their businesses.

Leadership in innovative advanced planning solutions and advocacy to promote the financial health of Canadians.

CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and advocates for sound public policy.

Become a member

Join Us at the CALU Fall Conference 2021

Stay Informed. Be Inspired.

REGISTER NOW