Advocis Update 2023 Banner. The Banner states "Resiliency through Uncertainty"

Segment 1: Planning for the Whole Person

Jackie McCann Scott, CFP®, CHS™
Certified Financial Planner, Lupin Planning Group Inc.
Conception Bay South, NL

Learning Objective: To explore ways financial advisors and financial planners can educate, motivate and engage their current and prospective clients as they help them navigate through persistently high stress levels.

Interview Focus:

  • Understanding the client on a deeper level
  • The financial plan as a living document
  • The review process as an engaging experience
  • Winning prospective clients through financial literacy

Case Study Activity: The young family

Learning Objective: Using the financial plan review to ensure a young family is motivated to stay the course in stressful times.

Segment 2: The Future of Care

Kusum Sen, CLU®, CHS™, RIS, CII®
Financial Planner, Desjardins Financial Security
Toronto, ON

Learning Objective: To discuss ways to help clients clarify their future care wishes and guide them in the implementation of a plan to get there.

Interview Focus:

  • Overview of the current cost of care options and availability
  • Conversations with clients and their immediate family; what do they need to know to make informed decisions?
  • Creating a plan and motivating clients to take action

Case Study Activity: Making informed decisions about care

Learning Objective: Discovering options for ageing in place and maintaining independence.


Segment 3: Unpredictable Planning for Small Business Owners

Warren Blatt, CLU®, CFP®, CHS™
Financial Security Advisor, WDB + Associates
Toronto, ON

Learning Objective: To consider strategies that will help small business owners strengthen the resiliency of their business and financial business plan.

Interview Focus:

  • Review of recent tax changes and/or government policies relevant to small business owners
  • Using annual reviews or life changing events to help clients stress-test their plan
  • Equipping clients to explore and consider different opportunities

Case Study Activity: The independent financial advisor with a small team

Learning Objective: The independent financial advisor through the many challenges of running their business now and into the future.

Segment 4: The Evolution of Responsible Investing

Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Toronto, ON

Learning Objective: To increase awareness of the opportunities and pitfalls of today’s ESG investing landscape in ways that will be helpful to clients’ understanding and decision-making process.

Interview Focus:

  • Overview of the ESG investment landscape in Canada including standards
  • How a commitment to ESG investing is profitable
  • Client values relating to ESG investing

Case Study Activity: Doing good for the promise of a better world.Uncovering a potential ESG interest for your client.

Learning Objective: Uncovering a potential ESG interest for your client.