Speakers

Catherine Clark
Professional Master of Ceremonies, Catherine Clark Communications Inc

The Hon. Candice Bergen, P.C., M.P. (Portage-Lisgar, Manitoba)
Leader of the Official Opposition, Interim leader of the Conservative Party of Canada

Daniel Blaikie, M.P. (Elmwood-Transcona, Manitoba)
NDP Critic for Finance, Member of the Standing Committee on Finance

Erica Dhawan
Award winning keynote speaker & author

Julie Dzerowicz, M.P. (Davenport, Ontario)
LPC Member of the Standing Committee on Finance

The Hon. Ed Fast, P.C., M.P. (Abbotsford, British Columbia)
CPC Shadow Minister for Finance, Member of the Standing Committee on Finance

James MacGowan, FCPA, FCA, TEP
Tax expert; Retired from Deloitte

Jean François Ménard
Mental Performance Coach and Bestselling Author

Stephen Poloz
Special Advisor, Osler; Former Governor of the Bank of Canada

The Hon. Lisa Raitt, P.C.
Vice-Chair, Global Investment Banking, CIBC Capital Markets

Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA
Vice-Chair, CALU Board of Directors; Chair, CALU 2022 Conference & AGM; Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.

Tarsem Basraon
Co-founder, Planworth

Mélanie Beaulieu
Director, Financial Industries and Trusts, Canada Revenue Agency

Carlos Benfeito
Chief Technology Officer, Breathe Life

Jason Boudreau, CLU, CFP
Principal, VELA Wealth Management Inc.

Ian Burns
Partner, David Burns & Associates

Rod Burylo
Director, Board Advisor, Consultant

Charlie Conron
President, Life Design Analysis

Cindy David, CFP, CLU, FEA, TEP
President & Estate Planning Advisor, Cindy David Financial Group LTD

Andrew Donelle
Senior Director, Tax Legislation, Finance Canada

Rob Eby, CFP, RRC
Chair, Advocis, The Financial Advisors Association of Canada; Executive Financial Consultant, Rob Eby & Associates Private Wealth Management

Todd Fithian
Co-Founder & CEO, The Legacy Companies

Mark Foerster, MBA, CFP
Consultant, Empire Life

Heidi Hauver, CHRE, CPHR, CCP
Vice President, People Experience, Shinydocs

Robert Houle, BA, MPA, CFP, CLU, CH. F.C, RPA
Vice President, Capcorp Financial

Chris Ireland, CPA, CA, TEP
Senior Vice-President, Planning Services, PPI Advisory

Jennifer Jacobs, CLU, CFP, CHS, RHU, IFIC
Insurance Consultant, LTCI Consulting Inc.

Adam Kelly
Executive Vice President & Chief Commercial Officer, CloudMD Software & Services Inc.

Laura Klaehn, CLU, CFP, TEP, CDFA, CHS
President, Vision Financial Partners Inc.

James W. Kraft, CLU, CFP, CH.F.C., TEP, CPA,CA, M. Tax
Advisor, BMO Financial Group

Lauchlin MacEachern
Director, Domestic Corporations and Resource Income, Tax Legislation, Finance Canada

Mike McClenahan, GBA
Vice President, Partner Solutions, Benefits by Design Inc.

Robert McCullagh, CFP, CLU, CH.F.C, RHU
Secretary-Treasurer, CALU Board of Directors; Financial Advisor, Benefit Planners Inc.

Trevor McGowan
Director General, Tax legislation, Department of Finance

Brian McGuire, BA, CFP
Partner, Peacock Sheridan Group

Steve Meldrum CLU, CFP
Corporate Insurance Specialist, Swell Private Wealth

Dana Mitchell, CLU, CFP, CHS
Certified Financial Planner, Basis Wealth

Laura Money, CLU, CFP, CHS
Senior Financial Planner, Coutts Financial Services Inc. (Sun Life)

Kim G.C. Moody, FCPA, FCA, TEP
CEO, Moodys Tax/Moodys Private Client

Bob Naufal, CPA
Manager, Financial Institutions Section, Income Tax Rulings Directorate, Canada Revenue Agency

Murray Neilson, CFP, CLU, CH.F.C., FEA
Business Development, Nicola Wealth Management

Michael Noc, CLU, CFP, CH.F.C., CIM
Financial Planner, MTM Wealth Planning Ltd. / iA Private Wealth

Kate Pal, B.Comm, CLU, CFP, FEA, CHS
Pal Insurance Services Limited

Barry Pascal, MFA-P, TEP, FEA
Chair, CALU Board of Directors; Partner, Bell Pascal Insurance Services

Brent Peacock, BA, CHS
Partner, Peacock Sheridan Group

Cindy Radu, LL.B, LL.M. TEP, ICD.D
Family Wealth Transition Advisor, Cindy Radu Advisory Ltd.

Jeremy Reinbolt, CLU, CIM
President & Chief Financial Advisor, Videre Financiers Inc.

Chris Riddell, CLU, CHS
Partner, Wise Riddell Financial Group

Angela Ross, TEP, LL.B.
Principal, Tax Services, PricewaterhouseCoopers LLP

Russell Shaw
Senior Director Individual Life and Health New Business Operations, RBC Insurance

Jake Sheehan, CLU, FEA
Advisor, Life Design Systems

Roger Sinclair, CFP
Partner, SBW Wealth Management

Mark Therriault, CFP, CIM, CSC
Partner, Nicola Wealth Management

Tracy To, B.Sc, CLU, CEA
Director of Sales, Sun Life

Kevin Wark, LL.B, CLU, TEP
Tax Advisor, CALU