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Take your business to the next level

The CALU Conference & AGM is an annual gathering of the country’s top leaders in the life insurance and financial advisory industry. This year we are preparing to hold our first-ever virtual AGM via a state-of-the-art virtual conference platform featuring top-notch speakers and expert panels and workshops.

Stay informed, stay connected

Network and share ideas with your peers and connect with industry thought leaders through our virtual networking hub. Our user-friendly virtual platform is designed to be engaging and easy to join online – from wherever you are.

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.

A message from Barry Pascal, AGM Chair

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 impact of the pandemic on our lives
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SPEAKERS

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PROGRAM

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Now available! Videos from the 2021 Conference & AGM

Log in to our LumaOne platform to rewatch your favourite highlights, catch up on any sessions that you missed, and earn CE credits. If you are not registered, you can still purchase access by contacting calu@calu.com.

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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 Conference & AGM 2021

Together We Are Stronger, Smarter, Connected

REGISTRATION CLOSED