LIMRA and LOMA Canada Annual Conference
Connecting the Dots
Linking Inspired Ideas to Profitable Actions
5/21/2015, 12 - 12 a.m.
The Fairmont Royal York, Toronto, Ontario
Presenters
Ray Adamson
Vice-President, Insurance Solutions – Canada, Equisoft
-
Thursday, May 21, 2015
2:15 p.m. - 3:15 p.m.: General Session
Ray Adamson
Vice-President, Insurance Solutions – Canada, Equisoft
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
-
Thursday, May 21, 2015
8:30 a.m. - 8:45 a.m.: Opening Remarks - 4:30 p.m. - 4:45 p.m.: Closing Remarks
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
Hamilton is responsible for managing the existing Agency business nationally, including the insurance support distribution team of estate planning specialists that support RBC’s Canadian Wealth Management‘s client-facing professionals within the RBC Dominion Securities Inc. and RBC Phillips Hager & North Investment Counsel Inc. legal entities.
Hamilton holds the CLU and FEA designations and is a member of Advocis, a Trustee on the Board of the Institute for Advanced Financial Education and an associate member of CALU. He has also chaired the Investment Dealers Association Insurance sub-committee of the Retail Sales Committee.
Brent Lemanski, LLIF, CLU
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
Brent Lemanski, LLIF, CLU
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
Brent is Assistant Vice President and Executive Director for LIMRA and LOMA Canada. He joined LIMRA in 1996 and helped establish the Canadian office. In 2009, he assumed responsibility for LOMA Canada following the two associations’ merger. In his current role, he manages relationships with Canadian member companies, promotes the company’s products and services, and conducts presentations on industry issues and trends.
Prior to joining LIMRA and LOMA, Brent served in the Agency department of Manulife Financial. In his 20 years there, he helped to expand distribution through innovation to the traditional distribution system and supplemental channels, design and administer field compensation systems, and develop new products. He began his insurance career as an agent and became an agency manager for The Dominion Life Assurance Company of Canada.
Michael Lock
President and COO, Hearsay Social
-
Thursday, May 21, 2015
1:00 p.m. - 2:00 p.m.: General Session
Michael Lock
President and COO, Hearsay Social
Richard Peddie
Retired President and CEO, Maple Leaf Sports and Entertainment (MLSE)
Richard Peddie
Retired President and CEO, Maple Leaf Sports and Entertainment (MLSE)
As President and CEO of MLSE for about 15 years, Peddie built Air Canada Centre; launched Leafs TV and Raptors TV; bought Gol TV; brought Major League Soccer to Canada and launched TFC; built Maple Leaf Square; and grew the company’s enterprise value from $300 million to $2 billion.
He is a business graduate, received an honorary doctorate from his alma mater (University of Windsor) and teaches leadership classes at its Odette School of Business. Peddie published Dream Job (a best-seller) and is presently working on a new book.
Douglas Porter, CFA
Chief Economist and Managing Director, BMO Financial Group
Douglas Porter, CFA
Chief Economist and Managing Director, BMO Financial Group
Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group and author of the popular Talking Points, he oversees the macroeconomic and financial market forecasts and co-writes the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that has won numerous forecasting awards. Most recently, Douglas led the team to a #1 ranking for Top U.S. Forecaster among 60 global firms in the 2023 Focus Economics Survey, and #1 for Top Canadian Inflation Forecaster among 28 firms. Also, his team took the #1 spot in the StarMine Awards for Most Accurate Forecasters for Canada in 2022.
As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.
Douglas’ career began at the Bank of Canada; then, before joining BMO, he held the positions of Economist and Country Risk Analyst with other Canadian financial institutions.
He has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Canada Pension Plan and Western’s Endowment Fund.
Douglas Porter, CFA, earned a Master’s degree in Economics from the University of Western Ontario.
----
Économiste en chef et directeur général
Douglas Porter possède plus de 30 ans d’expérience dans l’analyse des économies et des marchés financiers mondiaux. Comme économiste en chef de BMO Groupe financier et auteur de la populaire publication Talking Points, il supervise les prévisions concernant la macroéconomie et les marchés financiers et cosigne la publication hebdomadaire phare de la société, Focus. M. Porter dirige l’équipe qui a remporté de nombreux prix pour la justesse de ses prévisions. Tout récemment, lors du sondage Focus Economics 2023, M. Porter et son équipe ont raflé la première place pour l’exactitude de leurs prévisions relatives à l’économie américaine parmi 60 entreprises mondiales et la première place pour l’exactitude de leurs prévisions concernant l’inflation au Canada parmi 28 entreprises. En outre, son équipe et lui ont été nommés meilleurs prévisionnistes au Canada en 2022 lors des prix StarMine.
Commentateur réputé des tendances économiques et financières, il est souvent cité dans la presse nationale et donne régulièrement des entrevues à la radio et à la télévision.
Porter a commencé sa carrière à la Banque du Canada et, avant de se joindre à BMO, il a été économiste et analyste du risque-pays dans d’autres institutions financières canadiennes.
Jane Rooney
Financial Literacy Leader, Financial Consumer Agency of Canada
-
Thursday, May 21, 2015
11:00 a.m. - 12:00 p.m.: General Session
Jane Rooney
Financial Literacy Leader, Financial Consumer Agency of Canada
Rooney was appointed Canada’s first Financial Literacy Leader in 2014 and acts under the instructions of the Commissioner of the Financial Consumer Agency of Canada (FCAC). She aims to strengthen Canadians’ knowledge, skills and confidence in dealing with financial matters and collaborates on financial literacy initiatives with stakeholder groups across the country. Prior to the FCAC, she served as a policy analyst at the Canadian Payments Association which created and operates the Canadian payments system.
Rooney is a member of financial literacy committees in Canada and abroad, including the OECD's International Financial Education Network. She holds a Bachelor of Arts in Economics.
Alison Salka, Ph.D.
Senior Vice President and Director of Member Benefits Research, LIMRA and LOMA
Alison Salka, Ph.D.
Senior Vice President and Director of Member Benefits Research, LIMRA and LOMA
Alison Salka joined LIMRA in 2012 and is responsible for driving the strategy and direction of its global research program. She oversees a team of more than 85 professionals in LIMRA’s Member Benefits and Research division who conduct benchmark studies, discovery research, and thought leadership designed to help companies better understand industry issues and trends. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.
Agenda
Thursday, May 21, 2015
7:30 a.m. - 8:30 a.m.
Registration and Breakfast
8:30 a.m. - 8:45 a.m.
Opening Remarks
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
8:45 a.m. - 9:45 a.m.
9:45 a.m. - 10:00 a.m.
Break
10:00 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
Collaborating for Financial Literacy
Jane Rooney
Financial Literacy Leader, Financial Consumer Agency of Canada
There is great momentum being built by the public and private sectors to improve the knowledge, skills and confidence of Canadians to make responsible financial decisions.
Since her 2014 appointment by the federal government as Canada's first Financial Literacy Leader, Rooney has gained tremendous insight into the needs of particular groups including current and future seniors, low income earners, aboriginal peoples, newcomers, and youth and adults.
She will share her key findings and the building blocks she has established for a national strategy to help Canadians become more financially literate12:00 p.m. - 1:00 p.m.
Networking Lunch
1:00 p.m. - 2:00 p.m.
The Next Digital Frontier: Growing Business and Staying Relevant in the Digital Era
Michael Lock
President and COO, Hearsay Social
In less than a decade, there are now over three billion people on the Internet and nearly two billion people using smartphones and engaging on social networks. The implications and opportunities for the financial services and insurance industries are immense, while the cost of not being where your customers are is also enormous. But where do you start and how do you make the case for change within your organization?
Lock will present compelling arguments to support why (and how) firms and their agents must embrace digital technology to engage with today's consumers in order to grow business profitably.
2:00 p.m. - 2:15 p.m.
Break
2:15 p.m. - 3:15 p.m.
Independent Distribution in 2024: Turbulence is Coming, Don't Remain Seated!
Ray Adamson
Vice-President, Insurance Solutions – Canada, Equisoft
Over the last ten years, the independent distribution channel has experienced a fair degree of change driven by internal factors such as continuing consolidation at the carrier and distributor level, as well as by external factors including evolving technology and economic shifts. This combination of technological advances, new business models and increased competition will expedite the rate of change in the years to come.
Adamson will explore what the world may look like for carriers, MGAs, advisors and clients in 2024, and what your company needs to do now to be ready for the transformation.
3:15 p.m. - 4:30 p.m.
4:30 p.m. - 4:45 p.m.
Closing Remarks
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
4:45 p.m.
Adjournment
Registration
Registration & Fees
Early Bird Rate (by April 24, 2015)
LIMRA or LOMA members: CD$621.50 ($550 + $71.50 HST)
Non-members: CD$847.50 ($750 + $97.50 HST)
Regular Rate (after April 24, 2015)
LIMRA or LOMA members: CD$847.50 ($750 + $97.50 HST)
Non-members: CD$1,073.50 ($950 + $123.50 HST)
Refund Policy: All cancellations and refund requests must be received in writing. These requests carry a CD$100.00 administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.
Hotel / Venue
Venue
Fairmont Royal York
100 Front Street W
Toronto
Ontario, Canada
M5J 1E3
Hotel Reservations
Special group rate:
$239.00 plus tax per night (Fairmont Room)
Cut-off date:
May 11, 2015
To receive the discount:
Make your reservations before the cut-off date by calling the Fairmont Royal York at 1-866-540-4489 (or its Global Reservations Centre at 1-800-441-1414) and mentioning “LIMRA and LOMA Canada Annual Conference” or the group code “LOMA0515.” Or visit the hotel's online reservation service using this link.
Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. A small block of guestrooms has been allocated for the conference, so please make your hotel reservations early to be able to take advantage of our discounted rates.