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Networking Opportunities

Financial Wellness and Retirement Readiness 2018Feb 21–22, 2018 Toronto

Meet other HR, Wellness and Pension leaders and hear how they’re rising to the challenge of financial wellness

Business leaders, regulators, advisors, HR leaders, and others will share their experiences and proven best practices. Find out how they’re applying learning from previous challenges to today’s problems, and what they anticipate for the years ahead.

The summit offers vital information for senior pension strategists and plan managers, including:

  • chief financial officers
  • chief human resource officers
  • vice presidents of human resources, compensation, employee communications, benefits design, and delivery, employee wellness
  • fund and asset managers
  • actuaries
  • trustees
  • corporate and independent counsel
  • senior accounting and audit personnel

Participate in this 2nd Annual Financial Wellness Conference—unlike any other in Canada.

Last year’s event attracted a wide range of executives from leading organizations, including:

Air Canada
Aon Hewitt
BC College, Public Service and Teachers' Pension Boards
Brookfield Place
CAA South Central Ontario
Canada Pension Plan Investment Board
Canadian Imperial Bank of Commerce
CARROT Insights
CBRE Limited
Chartered Professional Accountants
Conduent Human Resources Services
Cowan Insurance Group
CSA Group Management Corp.
Drake International
Economical Insurance
Financial Consumer Agency of Canada
GE Canada
Great Canadian Gaming Corporation
Innovapost Inc.
Investors Group Financial Services
Loblaw Companies Limited
Manulife Financial
McCarthy Tétrault

Meridian Credit Union
Morguard Corporation
Nuclear Waste Management Organization
OMERS Administration Corporation
Ontario Association of Certified Engineering Technicians and Technologists
Ontario Municipal Employees Retirement System
Public Employees Benefit Agency
Public Health Ontario
Rockcliffe Resources
Royal Bank of Canada
Sleep Country Canada
Sun Life Assurance Company of Canada
T.E. Wealth
The Globe and Mail
The Ontario Association of Certified Engineering Technicians and Technologists
The Royal College of Physicians and Surgeons of Canada
Toronto Region Board of Trade
Treasury Board of Canada Secretariat

And they agreed—this event offered valuable new ideas and practical guidance:

“Overall very pleased with the conference. So much more than I expected and clearly so much work to be done in this space. Looking forward to subsequent conferences, studies and information being published.”

“A wealth of highly credible and valuable information. Presenters crafted information that made sense.”

"Very impressed with presentations, content, interest. Very well run conference. Thank you!”


We’d like to thank our generous partners and sponsors for their contribution to this event.

Sunlife logo

Manulife logo



D2L logo

FCAC logo

Marketing Partner


Media Partner


The details of this event are subject to change. Please revisit this page periodically for updated information.

Full Agenda Available!

The full agenda for this event is now available.

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2017 Event

Last year's Financial Wellness event took place January 23–24, 2017 at the Marriott Eaton Centre.

Sponsor this Event!

Associate your brand with the solutions, and position your organization as a leader in its field. Connect with your top prospects, and collaborate with senior executives, practitioners, and thought leaders.

To learn more about exclusive sponsor benefits, please contact Tracie Jones at 613-862-1566 or by e-mail, or visit our Sponsorship Benefits page.

View Our Sponsors’ Websites

Sun Life Financial


Financial Consumer Agency of Canada

Marketing Partner


Media Partner

Booming Encore