Skip to content

2021 LIMRA and LOMA Canada Virtual Annual Conference

Pivot, Persevere, Prosper

5/19/2021 - 5/20/2021
Virtual

Overview

Who Attends

The LIMRA and LOMA Canada Annual Conference is a key event that brings together senior executives and leaders across diverse sectors of the financial services industry as well as experts and trailblazers from related industries that convene for strategic business insights and high-level networking.

Highlights

This virtual conference will be conducted in two sessions over two consecutive days.

Registration

Register by April 19, 2021
LIMRA/LOMA Member: CD$310 + HST
Non-member: CD$470 + HST

Register after April 19, 2021
LIMRA/LOMA Member: CD$415 + HST
Non-member: CD$625 + HST

Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a CD$125.00 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, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org.

Agenda

Speakers

Ray Adamson
Vice-President, Insurance Solutions – Canada, Equisoft
  • Thursday, May 20, 2021

    11:00 am - 11:45 am: GENERAL SESSION

Ray Adamson

Vice-President, Insurance Solutions – Canada, Equisoft

Ray Adamson leads Equisoft’s sales process and helps drive strategic initiatives for Canadian carriers and national accounts. Having assumed senior leadership roles in financial services for over 25 years at Kronos Technologies, Bluesun, Great-West Life and The Covenant Group, he has deep insight on the unique needs of advisors, distributors and insurers, and how client challenges can be turned into opportunities. He is reputed for helping carriers and distributors in North America take their business to the next level. He increased sales at a major Canadian bank by using process optimization and technology, and at ten of the largest insurance distributors by upgrading their legacy systems.
Carl Capato
Senior Vice-President, Risk Management Strategic Partnerships, FastTrack
  • Thursday, May 20, 2021

    10:15 am - 11:00 am: GENERAL SESSION

Carl Capato

Senior Vice-President, Risk Management Strategic Partnerships, FastTrack

Carl Capato has held leadership positions in innovative technology organizations for over 25 years. He started his technology career in 1993 with Keynomics, Inc. in California as Senior Vice-President of Technology Productivity Partnerships for the USA. In 2006, he joined FastTrack in New Jersey as Senior Vice-President of Risk Management Strategic Partnerships. He has been instrumental in building and managing teams that primarily service insurance companies in the life, disability and health verticals, with a focus on improving productivity and quality through automated claims and decision-readiness solutions.

John Carroll
Corporate Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.
  • Wednesday, May 19, 2021

    10:15 am - 11:00 am: GENERAL SESSION

John Carroll

Corporate Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.

John recently joined LL Global, the non-profit parent organization for Insurance industry trade associations LIMRA and LOMA, as Head of Insurance Member Relations and Sales for the U.S. and Canada. Prior to this, he was Head of Intermediary Client Relations at Epoch Investment Partners, a boutique asset management firm in New Your City. Prior to joining Epoch in 2017, John was the Head of U.S. Retail Distribution for Allianz Global Investors (AGI) and member of the U.S. Executive Committee. John also served as the Chief Executive Officer of AGI Distributors, AGI's broker dealer. Before joining AGI in 2008, John worked for 20 years at Merrill Lynch, where he held a variety of roles, culminating in Managing Director, Head of Distribution and Co-Head of Merrill Lynch Insurance Group. John holds a BA in Economics and an MBA from Rutgers University.
Andrew Jones
Director, Sales – Canada, Broadridge
  • Wednesday, May 19, 2021

    12:30 pm - 1:15 pm: GENERAL SESSION

Andrew Jones

Director, Sales – Canada, Broadridge

Jones is responsible for assisting clients transform their customer communications, create a superior consumer experience and achieve digital adoption and engagement mandates. Leveraging years of industry knowledge, he helps clients solve challenges in their communications journey and develop high-value solutions which derive tangible business impact.

Rob Krugman
Chief Digital Officer, Broadridge
  • Wednesday, May 19, 2021

    12:30 pm - 1:15 pm: GENERAL SESSION

Rob Krugman

Chief Digital Officer, Broadridge

For the past two decades, Rob Krugman has been dedicated to innovating new solutions to help businesses get the most out of emerging digital technologies. Today, as chief digital officer for Broadridge, Rob leads digital strategy and innovation. By supplementing traditional communication channels with new and emerging technology, companies can improve customer engagement, reduce business costs and make every touchpoint more meaningful. Rob frequently presents (e.g., Money20/20, Health Plan Consumer Experience & Retention Summit, Digital Marketing Summit); is quoted in industry publications; and writes about the future of omni-channel engagement, consumer preferences, identity management and brand digitization strategies.

Catherine Milum
Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife
  • Thursday, May 20, 2021

    11:45 am - 12:30 pm: GENERAL SESSION

Catherine Milum

Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife

Catherine Milum guides Manulife’s National Sales team of more than 100 professionals by openly imparting her knowledge and experience to help advisors grow their business. She has spent her career learning, training and making customers’ decisions easier and their lives better. As a customer-obsessed sales powerhouse, her creative approach has earned her a reputation as a top practice management leader and sales trainer in the industry. Recognized as one of “Canada’s Most Powerful Women” by the Women’s Executive Network, and a 2019 “Champion of Change” recipient by Women in Capital Markets, Milum is a trailblazer in the wealth industry. She is passionate about growing strong relationships and developing the abilities of talented team members — with a specific focus on women in the industry.

Hugh Moncrieff
Executive Vice-President, Advisory Network and Industry Affairs, Canada Life
  • Wednesday, May 19, 2021

    11:00 am - 11:45 am: GENERAL SESSION

Hugh Moncrieff

Executive Vice-President, Advisory Network and Industry Affairs, Canada Life

Hugh Moncrieff has been active in the financial services industry for over 25 years, having held a variety of distribution leadership roles with Great-West Life across Canada. Currently, he 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. His previous senior roles included leading the Great-West Life Gold Key organization and the Advice Channel Strategy group. He is a member of CALU and a long-standing member of Advocis.
Nicholas Pascoe
Sales Leader, Individual Insurance Sales, Life and Living Benefits, Manulife
  • Thursday, May 20, 2021

    11:45 am - 12:30 pm: GENERAL SESSION

Nicholas Pascoe

Sales Leader, Individual Insurance Sales, Life and Living Benefits, Manulife

Nic Pascoe creates sales ideas and helps design marketing plans and strategies tailored to his clients’ individual needs. He helps Manulife’s distribution partners grow their insurance sales and build a strong relationship between their firms and Manulife. He joined Manulife in 2003 and has held various posts in dealer relations, internal wholesaler roles for life and wealth management sales teams and an external wholesaler position on the insurance sales team. Pascoe has learned how advisors and distribution partners like to be supported in the life and wealth management aspects of their business. He is an Economics graduate from Wilfrid Laurier University.

Alex Watson
Managing Principal and Co-Lead, Insurance Practice – Canada, Capco
  • Wednesday, May 19, 2021

    11:45 am - 12:30 pm: GENERAL SESSION

Alex Watson

Managing Principal and Co-Lead, Insurance Practice – Canada, Capco

Alex Watson co-leads Capco’s Canadian Insurance practice and is a member of the Global Insurance leadership team. He brings over 12 years of experience advising insurance clients on digital and customer experience strategy/transformation initiatives. His work with clients focuses on designing solutions that connect the needs of customers with the enabling ecosystem and technology to deliver end-to-end experiences. He formerly held management roles at Sun Life, Deloitte and PwC, and had graduated from the University of Waterloo in Political Science.

Contact us to learn more:

LIMRA LOMA Canada

lomacanada@loma.org