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*CE accreditation pending

1:00 PM - 1:15 PM
Welcome and opening remarks, hosted by Paul Orlander
Paul Orlander
Paul Orlander
Executive Vice-President, Individual Customer
Andrea Frossard
Andrea Frossard
Senior Vice-President, Participating Insurance Solutions
Katrina Lee-Kwen
Katrina Lee-Kwen
Senior Vice-President, Non-Par Insurance Solutions & Individual Customer Digital Strategy
Cheryl Munro
Cheryl Munro
Senior Vice-President, Operations and Customer Service
1:15 PM - 1:55 PM
Market and Investment Update, moderated by Ryan Marcy
Ryan Marcy
Ryan Marcy
Vice-President, Large Case Services Insurance Solutions
Raman Srivastava
Raman Srivastava
Global Chief Investment Officer, Canada Life
1:55 PM - 2:10 PM
Entertainment Break
2:10 PM - 2:55 PM
“A Lawyer, an Accountant and an Advisor Walk Into a Bar: How to help your clients avoid estate planning missteps” A panel discussion
Heather Hansen, C.S.
Heather Hansen, C.S.
Partner, McCarthy Hansen & Company LLP
Nick Fabiano, CPA, CA, TEP.
Nick Fabiano, CPA, CA, TEP.
Director, Canada Life Tax and Estate Planning Group
Steven Albiani, B. Comm (Hons.), CFP, FBA
Steven Albiani, B. Comm (Hons.), CFP, FBA
Managing Partner, Stratum Advisory Group Inc.
2:55 PM - 3:00 PM
Closing remarks
Jeff Macoun
Jeff Macoun
President and Chief Operating Officer, Canada Life
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