DAY 1 | ADVISOR STRATEGY & INSIGHTS DAY
NOTE: Day 1 is Cancelled Due to Weather Concerns & Speaker Travel Hazards.
Please Consider Registering for Day 2
Lots of Great Talks & Advice
GO TO DAY 2, DECEMBER 11th
A FULL DAY of INSIGHTS, RESEARCH, KNOWLEDGE + UPDATES ON ADVISOR STRATEGY, TOOLS, TECHNOLOGY + REGULATIONS
Day 1: Advisor Briefings. An educational and insights program designed for wealth management executives, investment advisors, tax experts, family & business lawyers and other individuals who assist clients with their financial strategy and plans. Speakers include experts from top-level organizations whose mission is to impart knowledge on new and evolving aspects essential for keeping pace with the market, including new research, new technology, new tools, market forecasts, regulatory changes, fund & investor trends and more. The Day 1 speaker invitations are being delivered, and we hope to include key executives from organizations such as Ontario Securities Commission (OSC); Financial Planners of Canada; Canadian Investment Regulatory Organization (CIRO); CPP Investment Board, Canadian Association of Alternative Strategies & Assets (CAASA); as well as advisory firm experts from Leger Financial Services, McKinsey; PwC; E&Y; KPMG; and other local, regional and national organizations. (Individual speakers and presentation to be confirmed on Day 1. All have been invited.)
Presentations will also include insights on specialized topics for advisors such as philanthropic tactics, marketing strategies and more. The Day 1 mission is to provide local wealth management and other financial planning advisories with opportunities to expand their skill sets, upgrade their knowledge, build their practice clientele and continue their path to success.
AGENDA (All Speakers & Topics to be Announced Shortly)
- 8:15 am to 9:00 am |Registration & Networking Continental Breakfast
- 9:oo am to 9:15 am | Welcome & Short Overview Presentation | Nigel Broersma, Peterborough + Kawartha Chamber of Commerce
9:15 am to 10:00 am | Opening Keynote Presentation
Financial Compass Report: What Advisors Need to Know About The Great Wealth Transfer. As Canada undergoes a historic $1 trillion wealth transfer, our Financial Compass helps financial institutions navigate the moment with clarity. The study reveals four key segments—Givers, Receivers, Past Givers, and Past Receivers—each with distinct needs, expectations, and emotional drivers. With added insight into women, younger Canadians, and BIPOC communities, Financial Compass is your strategic roadmap to connect meaningfully, deepen loyalty, and grow in an era where legacy and relevance go hand in hand.
Susan Sanei-Stamp, Senior Vice-President, Financial Services, Leger. Susan Sanei-Stamp notes a flaw in how we tend to talk about the intergenerational wealth transfer: we’re using the wrong tense. This transfer of over $1 trillion in wealth from the baby boomer generation is being spoken about as something coming in the future or something that has already occurred. Sanei-Stamp, Senior Vice-President, Financial Services sector team at Leger, emphasizes that we need to be talking about this transfer in the present tense, because it has been ongoing for years and will continue to take place for years to come.
AGENDA
- 10:00 am to 12:15 pm | Presentations & Talks From Sector Leaders in Regulations, Insights, Knowledge and Career Advancement.
- 10:30 am to 10:45 am, Refreshment & Networking Break
- Speaker: Andrew Stewart, Managing Director, Canadian Securities Institute (Moody’s Canada). Andrew leads the global Learning Solutions business, driving cross-border innovation while overseeing the strategic growth of the Canadian Securities Institute (CSI). With an 18-year tenure at Moody’s, Andrew began his journey in customer analytics, spearheading the creation of a robust segmentation framework to enhance CSI’s growth through marketing capabilities. Building on this success, he advanced to oversee operations, where he managed the delivery of learning materials and examinations to over 50,000 learners annually.
- Speaker: Daniel Goldgut is the CEO and Co-Founder of Epilogue. In his previous life, he was a tax and estate planning lawyer for high and ultra-high net worth clients. Now, he’s on a mission to democratize estate planning for all Canadians. Democratizing estate planning for Canadians. Epilogue is available in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan.
- Speaker: Fred Pinto, CFA, ICD.D, Chief Executive Officer & Director, CFA Society Toronto. Fred is responsible for CFA Society Toronto’s overall strategic direction and management. Core to this mandate is continuing to deliver outstanding member value, promoting high ethical standards in the investment industry and increasing the visibility of the charter with multiple key stakeholders. He sits on the Board of Directors of CFA Society Toronto. Fred brings over 25 years of leadership experience in the Asset and Wealth Management industry and also sits on other Boards and Advisory Councils.
- Speaker: Jeffrey Hodgson, Managing Director, Global Stakeholder Affairs, Public Affairs & Communications, Canada Pension Plan Investment Board. Financial anxiety about retirement continues to weigh heavily on Canadians, with six out of ten (59%) fearing they will outlive their savings, according to the 2025 CPP Investments Retirement Survey. That figure is similar to a year ago, but the findings also show that taking proactive steps such as developing a retirement plan, understanding the role of the Canada Pension Plan (CPP), and seeking trusted financial advice can significantly reduce this worry and build greater confidence in the future. Jeffrey delves into deeper understanding about the Board and the future.
- Speaker: David Bardsley, Partner, Advisory, Management Consulting, Wealth & Asset Management, KPMG in Canada. David leads KPMG in Canada’s Management Consulting Wealth & Asset Management practice. He joined KPMG in Canada from KPMG’s Financial Services practice in Australia in 2022 and brings over 20 years of experience leading large transformation programs in the pension/superannuation, wealth and banking sectors. During his career, David has held sector M&A, Investment Management/Operations and Operating Model Transformation leadership roles and is known for bringing global perspectives and deep industry knowledge to his engagements. David prides himself on framing and delivering practical solutions to complex industry issues. Prior to joining KPMG, David worked for leading financial services organizations, including Australia’s largest pension fund.
REGISTER AND ATTEND FOR FREE IF YOU SIGN UP BEFORE 5PM on December 5th. Bring up to 5 people in total including colleagues, staff, guests & vendors.
- 12:15 pm to 1:30 pm | Lunch & Networking
- 2:30 pm to 2:45 pm | Refreshment Break & Special Economic Overview Video
- 3:45 pm to 4:15 pm | Closing Keynote
- 4:15 pm to 5:00 pm | Networking
CANCELLED> Day 1 Delegate Registration: Delegates for Day 1 are individuals or groups from financial planning firms, wealth managers, investment advisors, tax advisors, legal firm staff and other financial services executives and staff who are impacted by the regulatory and strategy which impact their professions. All Guests Must Pre-register. This is necessary to ensure adequate seating is available and to allow planning for refreshments and luncheon. There will be a luncheon buffet offered for all delegates who are attending. Delegates are encourage to attend for the full day of presentations to get maximum benefit. You may also download the information sheet to help you plan your day.
Free for up to 5 delegates until 5:00 pm on December 5th.
Use this link to register to attend for Advisor Insights Day, December 10th. (NOTE: Non-Preregistered Guests For Day 1 will be charged $99.00 at the door per person. Thank you.)
Members of the Peterborough + Kawarthas Chamber of Commerce Save 20% on sponsorships. Please use the member form when registering.
SPONSORSHIP & SPEAKING | Sponsorship provides a number of major benefits, including a Speaking Slot on Day 2 to address the Investor audience.
Ask for Details About Sponsorship Options by emailing Steve Lloyd, Conference Chair, at steve@totalfinance.ca
How do I become a Sponsor/Speaker on Day 2? What are the benefits?
Day 2 speakers will be addressing the investor audience who are attending to learn more about ways to secure and grow their financial futures. Each Conference Sponsor provides a single speaker for a 45 minutes talk to the delegates on a topic which both matches the speaker’s professional interests and the audience’s needs. Day 2 Sponsor/Speakers also get Free Admission for themselves and a Colleague for the Day 1 Advisor Insights Day. Sponsors also receive other benefits, such as recognition in all promotional materials; onsite signage and a display table; opportunity to put material in the Day 2 Delegate Portfolio Kit; advertising in Total Finance Magazine and more.
To download more information about Attending Day 1 As a Day 2 Speaker/Sponsor, please CLICK HERE to get an information sheet. All speaker/sponsor slots are on a first-come, first-assigned basis and include a wide range of benefits including free passes to Day 1 and other unique tools. And you save 20% if you are a current member of the P+K Chamber of Commerce. You may also request more information by emailing Conference Chair & Publisher/Editor of Total Finance Magazine, Steve Lloyd at steve@totalfinance.ca and specify your interest. You may also fill in a form here and we will get back to you quickly.
Marketing & Promotional Activity
The 2025 Kawartha Wealth Management & Investment Strategy Conference is brought to Peterborough & the Kawarthas by a partnership between two national magazines which provide senior leadership with insights, commentary, features, news and research on all aspects of finance, philanthropy, investment, personal wealth management, business regulation, tax planning, donation tactics, legacy & asset planning, and much more. Both magazines serve high-qualified readership bases with more than 20,000 readers both online and in digital editions. Lloydmedia Inc. also publishes the Kawartha Philanthropy annual guide and stages a wide range of conferences including the Canadian National Fundraising Conference, The Loyalty & Rewards Forum, Vancouver Fundraising Day, Canadian Museum Marketing Conference and others, as well as one-day seminars, workshops, breakfast briefings and invitation-only roundtables on financial and investment topics. Our partners include major financial institutions, major charities & nonprofits, national retail brands and marketing agencies, and other businesses.
Advisors may attend both days, as a paid registrant on Day 1 and as a Free Delegate on Day 2. But you must pre-register.
Investors and clients may only attend on Day 2.