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
11:55 AM
Lunch