Leadership matters

The CALU Conference & AGM is an annual gathering of the country’s top leaders in the life insurance and financial advisory industry. Join us from May 1-4, 2022 for an unforgettable event featuring industry leaders and insight packed sessions.

2021 conference highlights

The CALU 2021 virtual conference was a huge success! A huge thank you to all of the speakers and everyone who helped with planning and execution of the event.

Industry changes brought about due to COVID-19 led to timely and informative sessions featuring amazing presenters and keynote speakers. Generating rave reviews and record attendance, our leading industry experts speakers from North America shared their wealth of knowledge and experience on hot industry topics, including:

  • financial planning
  • tax trends and developments
  • making an impact through effective communication strategies
  • the future of investing
  • Canadian and US relations
  • addressing gaps in Canada’s health care system
  • digital changes and the impact on businesses
  • business succession
  • estate planning
  • wealth creation
  • retirement planning
  • employee benefits services
  • industry trends and how to pivot, adapt and grow

Be sure to join us from May 1-4 for our 2022 Conference & AGM! Details coming soon.

view 2021 program

“Digital changes once expected by 2030 have already happened because of the pandemic. The nature of business has changed and it’s not going back.”

– Harley Finkelstein, President of Shopify

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.