2021 PROGRAM

Symposium 2021 features industry leaders from the insurance and investment sectors as well as prominent representatives from regulatory organizations.

1:40 p.m.

Panel 1: InsurTech: Changing Business Dynamics

Even before the pandemic, the insurance industry was in the midst of tremendous technological change and the past 18 months have only underlined the importance of adopting tech in the life and health sector. This panel will discuss the rapid growth and integration of technology from the perspective of three major insurance carriers. How will innovations such as wearables or strategies such as gamification impact the sector? What are the risks to consumers? And how can the regulatory framework balance the risks and rewards?

Session panelists

2:30 p.m.

Break

2:40 p.m.

Panel 2: Client-Focused Reforms: The Final Countdown

The client-focused reforms are the most sweeping changes to registrant obligations since NI 31-103 was first implemented over a decade ago. They are fundamentally about putting the client’s interest first. Phase one, dealing with conflicts of interest, is now in effect; phase two, on KYC, KYP, suitability and more, is on the horizon. What do the changes mean for investors? How are advisors and dealers preparing for the new demands? This panel will take a critical look at the CFRs and their implications for the advisor-client relationship.

Panellists

Moderator

3:30 p.m.

Keynote Presentation: Thriving in a Changing Environment

Sponsored by Canada Life

In this thought-provoking keynote presentation, three-time Olympic gold medalist Jennifer Botterill highlights the importance of being resilient when work and life environments change. By sharing the stories, experiences and messages that have helped her reach the pinnacle of her sport, Jennifer explains how we can reach our own Ideal Performance State: by shifting our perspectives, identifying the challenges and opportunities in our daily choices and filtering out the noise to focus on the task at hand, we can reach new levels of excellence.

Keynote Speaker