The Greater Vancouver Chapter of Advocis proudly presents the second Financial Planning Summit, an event for financial planners and advisors, taking place on March 12, 2020 at the Fairmont Waterfront Hotel. The Financial Planning Summit 2020 will be a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment. Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience. Confirmed speakers include: - Kim G C Moody FCPA, FCA, TEP
- Hugh Moncrieff
- Jason Watt CLU, CD
- Melanie McDonald LL.B
- Trevor Parry M.A, LL.B, LL.M (Tax), CLU, TEP
- Brenda McEachern B.Comm., LL.B, TEP
- Maili Wong CFA, CFP, FEA
- Charlie Conron
CE and Ethics Credits will be available for this event. CE credits will be available from FP CANADA, in addition to insurance credits. The Ethics credit for CFPs is confirmed. Total credits will be announced soon. |
| | Kim G C Moody
FCPA, FCA, TEP
CEO / Director, Canadian Tax Advisory
Moodys Gartner Tax Law LLP
Moodys Private Client LLP Kim G C Moody FCPA, FCA, TEP, is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Gartner Tax Law LLP / Moodys Private Client LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals. Kim obtained his Bachelor of Management degree from The University of Lethbridge and his CA designation from The Institute of Chartered Accountants of Alberta.
Kim is a Past Chair and Past Deputy Chair of the Board, Past Treasurer, as well as Past Chair of the Technical Committee for the Society of Trust and Estate Practitioners of Canada ("STEP"). In addition, Kim is a past Chair of the Board of Governors for the Canadian Tax Foundation. He is also a past Co-Chair of the CBA/CPA Canada Joint Committee on Taxation and a member of The Canadian Petroleum Tax Society. Kim has a keen interest in planned charitable giving. He is a past Chair for the Southern Alberta Round Table for the Canadian Association of Gift Planners. Kim is a co-founder of the Tax Specialist Group – an association of tax specialist firms across Canada. Kim is a recipient of the Queen Elizabeth II Diamond Jubilee Medal, the Business in Calgary 2012 Leader of Tomorrow Award, and in 2013 was conferred the Fellow of the Chartered Accountants of Alberta designation. He is also a recipient of the STEP Founders Award for Outstanding Achievement which was conferred in 2013.
Kim is the author of numerous articles, papers and courses on tax and estate planning and he has lectured extensively for a number of organizations on tax, estate planning and planned giving, including STEP and the Canadian Tax Foundation. He is a past instructor for the Certified Financial Planners designation and is a current tax instructor for the Chartered Professional Accountants of Accountants of Alberta Professional Development Program. Kim has also lectured as a guest faculty member of national educational institute, Knowledge Bureau. Kim is married to Vivian and they have four sons – Alexander, Lucas, Jacob and Benjamin. | |
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| | Hugh Moncrieff
Executive Vice-President,
Advisory Network & Industry Affairs
The Great-West Life Assurance Company
London Life Insurance Company
The Canada Life Assurance Company Hugh has been active in the financial services industry or over 25 years, having held a variety of distribution leadership roles with Canada Life across the country.
Currently, Hugh leads the company's Advisory Network, where he is responsible for distribution strategy and delivering an exceptional advisor value proposition. He is also working to shape a public policy environment that supports advisors and customers by leading the company's industry affairs activities.
Hugh's previous leadership roles have included leading the Gold Key organization and the Advice Channel Strategy group. He is a long-standing member of Advocis as well as being a member of CALU. | Ethics |
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| | Jason Watt
CLU, CD
Instructor / CEO
Business Career College Jason is a full time instructor and CEO of Business Career College. In addition to developing courseware and materials, Jason spends much of his time in classrooms across Canada and on the web.
Before joining Business Career College Jason served in the Canadian Forces. He has taught at the Pearson Peacekeeping Centre and the Canadian Forces Peace Support Training Centre. Jason has also served overseas on four operations with the Canadian Armed Forces.
Jason is active in his community, and serves on the boards of the South Alberta Light Horse Regimental Association, McLeod Community League and the Advocis Edmonton Chapter. He provides volunteer financial coaching services to program participants at the Centre to End all Sexual Exploitation, and is engaged in an effort to bring a pro bono financial planning model to Canada. Jason holds the Chartered Life Underwriter® (CLU) designation. Jason has also been awarded the Canadian Forces Decoration (CD). | Estate |
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| | Melanie McDonald
LL.B
Vice-President & Regional Director
Trust & Estate Services (Western Canada)
BMO Trust Company Melanie provides expertise and technical leadership for trust & estate solutions, as well as overseeing strategy, products, and policies for BMO trust professionals in Western Canada. Melanie joined BMO Trust Company in 2016. Prior to this role she was a partner and lawyer with one of Canada's largest law firms.
Melanie has over 18 years of experience with a wide variety of estate, trust, corporate and tax issues, including estate and trust planning, administration and litigation.
Melanie regularly assists families and business owners with cross-border and international planning and philanthropy issues. | Retirement |
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| | Trevor Parry
M.A, LL.B, LL.M (Tax), CLU, TEP
Senior Tax and Estate Planning Advisor
Raymond James Ltd. Trevor is the Senior Tax and Estate Planning Advisor for Raymond James Ltd. Trevor works with Raymond James advisors, their clients, accountants and lawyers in developing a broad range of tax related strategies.
He was formerly National Sales Director of a national actuarial consulting company specializing in creating retirement solutions for entrepreneurs and incorporated professionals. In that capacity he was involved directly or indirectly in establishing over 2200 Individual Pension Plans and 500 Retirement Compensation Arrangements, as well as a broad range of other structures and services. Trevor assists advisors and other professionals in developing and implementing a wide range of tax focused solutions, including in the realm of life insurance and living benefits
Trevor contributed to the Essential IPP Guide, the Trusted Advisor Survival Kit and Advisors Seeking Knowledge. He has also written for CALU, on a variety of subjects including insurance valuation issues, and Individual Pension Plans. Trevor co-presented a paper on IPPs at the 2018 STEP National Conference. He is currently working on book on tax and succession planning for professionals and entrepreneurs that should be published in 2019.
Trevor was called to the Ontario Bar in 1996 and in 2019 was elected as a Bencher to the Law Society of Ontario. He holds a Master Laws in Taxation from Osgoode Hall Law School, a Bachelor of Laws from Queen's University, a Master of Arts in History from the University of Toronto and a Bachelor of Arts from Trinity College at the University of Toronto.
In addition to being an Associate Member of CALU, Trevor is also a member of Advocis holding the CLU designation, the Canadian Tax Foundation, , Society of Trust and Estate Practitioners, Hamilton Law Association, Canadian Association of Farm Advisors, Ontario Bar Association, Royal Canadian Military Institute, Albany Club, Waterford Sportsman's Club and Nectar Wine Society.
Trevor is a regular speaker across Canada speaking on a broad range of tax and financial planning and strategy related issues. He is a vehement defender of entrepreneurial spirit, personal responsibility, free enterprise, free speech and liberty. He lives in Ancaster, Ontario with his wife Lindsey and their three young daughters. | Insurance |
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| | Brenda McEachern
B.Comm., LL.B, TEP
Vice-President, Insurance, Trust and Estate Planning Services
RBC Wealth Management Financial Services Inc. Brenda brings a unique skill set to RBC. Her 30-year career spans law, insurance and philanthropy. As an estate and trust lawyer she developed an expertise in charitable giving. As an estate and tax consultant with Canada Life, she acquired an intimate understanding of insurance as a tax effective estate planning tool.
Brenda uses a creative multidisciplinary approach to helping affluent clients define and craft their financial legacy. She applies her specialized knowledge of insurance and trusts to customize solutions for each client's individual circumstances.
Brenda received her B.Comm. and LL.B from the University of B.C. She is a member of the Canadian Bar Association, the Society of Trust and Estate Practitioners and the Canadian Association of Gift Planners. She is a frequent lecturer on succession planning and charitable giving. | InVESTMENT |
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| | Maili Wong
CFA, CFP, FEA
Executive Vice-President and Senior Portfolio Manager
Financial Advisor
The Wong Group Maili Wong, named one of Canada's Most Powerful Women: Top 100TM by WXN, takes an uncommon approach to wealth management. Unlike many whose work revolves around interest rates, investments and cash flow, Maili firmly believes that we tap into our highest power and achieve our greatest successes when we allow our emotional, intuitive energy to work synchronously with our scientific and logical mind. It's a view that's positioned her to help achieve success for her wealth management clients using her signature Smart RiskTM approach.
But it wasn't always that way. With an extremely disciplined mindset, Maili took the safe path to success, graduating with honours and the distinction of 'Most Outstanding Female Graduate' from the University of British Columbia before using her Bachelor of Commerce degree in Finance to secure a Wall Street position in New York City, specializing in equity derivatives at Merrill Lynch headquarters, then helping to manage over $5 Billion at a global hedge fund also in New York.
She spent the next five years working at major investment firms in New York City, and also obtained her Chartered Financial Analyst (CFA) designation, the gold standard in global portfolio management. During her time in New York, she studied risk and developed a roadmap for taking better risks in life and in business. Through her work, it became clear that if playing it safe could leave her exposed to harm, that taking risks could actually give her greater strength.
Maili shares her personal story of resilience and lessons learned during her nearly two decades of international investing experience in her Amazon #1 Bestselling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life, as well as in her powerful Tedx Talk.
She now works to empower her clients to build resilience and a positive wealth mindset so they can enjoy a fulfilling, impactful, Work-Optional Life, free from stress, using her modern approach to investing. | Technology |
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| | Charlie Conron
CTO and Founder
Life Design Analysis Software Charlie Conron is the CTO and Founder of Life Design Analysis Software. LDA is a software created to help insurance advisors communicate insurance solutions more easily and effectively.
Charlie's background is in mechanical engineering spending several years working for a magnesium diecasting firm, however, when recruited to the insurance industry by his stepfather (a 50-year producer) to see what technology could do for his practice his career path changed. Charlie saw insurance from the perspective of the consumers and saw a big flaw in how insurance is researched, presented and sold to consumers.
Charlie created Life Design Analysis software working with his stepfather, after successfully tripling revenue they transformed the software to a web-based platform in 2014. The business has grown significantly year over year with thousands of advisors benefiting from increased productivity, revenue and compliance. In his spare time, Charlie enjoys golfing, cooking and spending time with his wife and kids. | |
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