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Eastern Advisor Summit

October 19-21 | Muskoka, ON

Business Session Agenda

Tuesday, OCTOBER 20

8:00 AM

Breakfast

8:30 AM

Welcome


Mona Wahab-Standaert, Chief Sales Officer, HUB Financial Inc.

8:35 AM

Best of Both Worlds: Maximizing Client Value with Par and Universal Life


Lynn Lin, AVP and Marketing Actuary, Insurance Solutions Enablement, Canada Life

9:20 AM

Leveraging AI in Your Practice


Emile McLean, Principal, Client & Method

10:05 AM

Break

10:20 AM

Compliance Discussion


Kim Moffat, VP Insurance Compliance, HUB Financial Inc.

11:05 AM

Money, Probate & Time


Charu Mathur, RBC

11:50 AM

Closing


Mona Wahab-Standaert, Chief Sales Officer, HUB Financial Inc.

11:55 AM

Lunch


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