• Agenda
  • 04-21-2020   8:00am
  • The Carlu

The Carlu

The Carlu has been designated as a National Historic Site of Canada, and has played host to royalty on several occasions.

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Where to stay

The Chelsea Hotel Toronto is pleased to offer a special courtesy rate for the conference.

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Featuring

HON. ROD PHILLIPS

Ontario Minister of Finance

ANDREW MCCREATH

BNN Host, PM, President & CEO

JAVED KHAN

Communications Expert

PREET BANERJEE

Personal Finance Expert

Agenda Highlights:

  • 8:00

    Registration & Breakfast

  • 9:15

    Ontario Minister of Finance, Honourable Rod Phillips

  • 9:45

    The Latest in Behavioural Finance

  • 10:45

    Planning points to consider with Seniors

  • 1:00

    Liquid Alternatives, Where Are We Now?

  • 2:00

    Perspectives on the Future of Financial Planning (Panel)

  • 3:15

    Why are 50% of Canadians Not Using Financial Professionals?

  • 4:15

    Afternoon Keynote – The Real Value of Human Insight and Advice in a Digital World

Sincere thanks to our sponsors:

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