Strategies For Success 2026: Future-Ready Conference

Leading the Next Generation of Financial Services
Because the Best Practices Don’t End
– They Evolve

Strategies For Success 2026: Future-Ready Conference

Strategies for Success is a premier industry forum focused on the future of advisory businesses. This multi-day conference and golf tournament will bring together financial advisors, financial planners, and emerging leaders to explore succession planning, practice evolution, innovation, leadership, and long-term business sustainability.

Through expert speakers, engaging discussions, and valuable networking opportunities, attendees will gain practical insights and strategies to help strengthen their businesses and prepare for the future of the profession.

Day 1 — Monday, September 28, 2026

4:00 pm – 5:00 pm

Registration Opens

Check in, settle in, and get conference-ready
5:00 pm – 6:00 pm

Tapas, Social & Networking

Reconnect with peers, carriers & industry partners
6:00 pm – 6:45 pm

Opening Keynote - Mike Downie

“Telling Canada’s Story” is a keynote about the power of storytelling, how it defines us, inspires us, and weaves together the fabric of our nation. Drawing on behind-the-scenes filmmaking experiences, Downie shares insights on what makes a story powerful, how leaders, creators, and communities can find their own voices, and why it’s more important today than ever before. This keynote is for anyone looking to make an impact: individuals, organizations, and businesses that want to connect with people on a deeper level. With personal stories, lessons from the field, and a call-to-action, Downie challenges audiences to think bigger about the narratives they shape and the legacy they leave behind.
6:45 pm – 8:00 pm

Dinner

An evening of conversation & connection to launch Future-Ready

Day 2 — Tuesday, September 29, 2026

7:00 am – 8:15 am

Buffet Breakfast & Registration

Fuel up and meet the exhibitors
8:15 am – 8:45 pm

Opening Remarks

8:45 am – 9:45 am

Future-Proofing Family Wealth: Why Getting the Whole House in Order Changes Everything

In this keynote session, Elke will challenge the audience to think differently about what it really means to future-proof wealth. She will explore the gaps between investments, insurance, tax, estate planning and family preparedness and why a collection of sophisticated strategies is not the same as a coordinated plan. Because wealth is not truly protected until the family’s entire house is in order.
10:00 am – 10:45 am

Underwriting Unplugged

Three distinct perspectives come together for an open conversation about how underwriting is evolving and what advisors need to understand. From the medical realities behind a file and more than four decades of underwriting experience to the tools and approaches shaping its future, this panel will explore how better understanding of underwriting can help advisors navigate complex cases and deliver stronger client outcomes.
10:45 am – 11:15 am

Exhibitors & Refreshments

11:15 am – 12:00 pm

Panel - The Future of Wealth: What's New

Portfolio management outlook, seg funds & dealer operations
12:00 pm – 12:45 pm

Lunch & Exhibitors

1:30 pm – 2:10 pm

AI & the Future of Advice

Practical ways AI is reshaping the advisory practice
2:50 pm – 3:15 pm

Exhibitors & Refreshments

3:15 pm – 4:15 pm

Closing Keynote - Brian Haney, MDRT - Why Sellability Is the Key to Success: Remaking Your Practice with a "Shark Tank" Mindset

Join Brian Haney, SVP and Association & Non-Profit Specialist at Relation Insurance Services, as he shares how adopting an investor's mindset can transform the way you build, manage, and grow your practice. Drawing from his own professional journey, Brian will explore the shift from simply running a successful business to creating one that is profitable, scalable, and highly valuable.
4:15 pm – 4:30 pm

Closing Remarks

4:30 pm

Options Jazz Bar Networking

Keep the conversation going with your Future-Ready community