2022 Conference & AGM

CALU’s 2022 Conference & AGM will be held on Sunday, May 1 to Wednesday, May 4 at the Westin in Ottawa, ON and will feature top-tier speakers, and opportunities to connect with industry and government leaders.

Theme: Leadership matters

CALU is synonymous with leadership. Through our membership, we are leaders across the country and in our own communities. Leaders in insurance, in business, in estate planning. We are mentors, we are advocates, and we lead by example. Which is why we are pleased to announce an exciting program under the theme of “Leadership matters | Le leadership, ça compte” that delves into the importance of leadership and what it means to be a leader in today’s world.

view program

Why should you attend?

You should attend if you are ready to be inspired by leading industry, business, and government experts and to network virtually with your fellow members. 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 continuing impact of the pandemic on our lives

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 Conference & AGM 2022

Leadership matters.