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LIMRA and LOMA Canada Annual Conference

Connecting the Dots
Linking Inspired Ideas to Profitable Actions

5/21/2015
The Fairmont Royal York, Toronto, Ontario

Overview

Who Should Watch

Highlights

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.

Agenda

Presenters

Ray Adamson
Chief Customer Officer, BlueSun Inc.
  • Thursday, May 21, 2015

    2:15 pm - 3:15 pm: General Session

Ray Adamson

Chief Customer Officer, BlueSun Inc.

Adamson joined BlueSun in 2013, and as CCO he champions the success of its customers. Starting his career as an advisor, he purchased and successfully grew his father’s business before transitioning into practice management. As Vice President and a founding member of The Covenant Group, Adamson worked with hundreds of advisors across North America, helping them take their business to the next level. He later became a member of Great-West Life’s senior leadership team before moving to BlueSun.
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
  • Thursday, May 21, 2015

    8:30 am - 8:45 am: Opening Remarks
  • 4:30 pm - 4:45 pm: 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, CLU, LLIF
Assistant Vice President and Executive Director, LIMRA and LOMA Canada

Brent Lemanski, CLU, LLIF

Assistant Vice President and Executive Director, LIMRA and LOMA Canada

As the primary liaison between LIMRA and LOMA Canada and its member firms, Lemanski manages client relationships; conducts workshops and presentations on industry issues; and promotes the organization’s products to Canadian companies. He previously spent 20 years with Manulife in the Agency division and was responsible for strategic planning; expanding distribution through innovations to the traditional distribution system and supplemental channels; administering field compensation systems; and developing new products. Lemanski began his 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 pm - 2:00 pm: General Session

Michael Lock

President and COO, Hearsay Social

Lock has over 25 years of experience in technology sales and marketing.  He joined Hearsay Social as COO in 2013, having previously worked for Google for eight years. As a founding executive at Google Enterprise, he steered the growth of the business from infancy to $1 billion and the launch of Google Apps. He has spoken extensively on the topic of the business cloud at industry events and is widely credited for helping large companies take their first steps into the public cloud. Lock holds a degree in business administration.
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
Chief Economist and Managing Director, BMO Financial Group

Douglas Porter

Chief Economist and Managing Director, BMO Financial Group

Porter has over 25 years of experience analyzing global economies and financial markets. Currently, he oversees macroeconomic and financial market forecasts for BMO Financial Group and co-authors its weekly flagship publication, Focus. He manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy and was named by Bloomberg as top Canadian forecaster. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and interviewed by the media. Porter has a Master’s degree in Economics and is a Chartered Financial Analyst.
Jane Rooney
Financial Literacy Leader, Financial Consumer Agency of Canada
  • Thursday, May 21, 2015

    11:00 am - 12:00 pm: 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 Research, LIMRA

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA

Alison Salka joined LIMRA in 2012 and is responsible for driving the strategy and direction of its member benefit and research programs. She oversees a team of more than 85 professionals in LIMRA’s Research division who conduct benchmark studies, discovery research, and thought leadership designed to help member companies better understand industry issues and trends. The research agenda covers financial services products, markets, distribution, and strategy. She is also responsible for member benefit conferences and study groups, as well as LIMRA’s Compliance Assurance Products and research based product development. She is also a managing director of the LIMRA LOMA Secure Retirement Institute. 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 earned a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.

Contact us to learn more:

Sook Maccarone

Business Development Manager

LOMA

(905)530-2302

maccarone@loma.org