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Financial Wellness and Retirement Readiness 2017

2018 Event

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2017 Event

Financial wellness has been a growing concern among financial professionals and HR managers over the past decade. Broadly categorized in two ways, financial wellness involves long-term planning issues taking into account, retirement, investments, insurance, education and estate issues and short-term planning issues such as day-to-day cash flow and debt management.

This event explored how you can integrate financial wellness into your wellness initiatives and will show the direct connection between improved financial literacy and overall wellness. Discussed was the role of pensions and benefits programs in financial wellness, and what steps you can take to proactively help your employees get a better handle on their own financial situation both at work, and at home.


Featured Speakers from the 2017 Event

Craig Alexander

Craig Alexander
Senior Vice-President and Chief Economist
The Conference Board of Canada

Keith Ambachtsheer

Keith Ambachtsheer
Director Emeritus, Rotman International Centre for Pension Management
Rotman School of Management, University of Toronto

Simon Brascoupé

Simon Brascoupé
Vice-President, Education and Training
AFOA Canada

Sylvie Heartfield

Sylvie Heartfield
Manager, Canada Disability Savings Program, Office for Disability Issues
Employment and Social Development Canada

Ofelia Isabel

Ofelia Isabel
Global Account Director
Willis Towers Watson

Giselle Kovary
President and Co-Founder
n-gen People Performance Inc.

Bonnie-Jeanne MacDonald

Bonnie-Jeanne MacDonald
Fellow of the Society of Actuaries
Academic Researcher, Dalhousie University

Wanda Morris

Wanda Morris
Chief Operating Officer and Vice-President, Advocacy
CARP

Elizabeth Mulholland

Elizabeth Mulholland
Chief Executive Officer
Prosper Canada

Jonathan Nguyen

Jonathan Nguyen
Relationship Manager and Associate Portfolio Manager
Wealthsimple

Brigitte Parent

Brigitte Parent
Senior Vice-President, Group Benefits
Sun Life Financial Canada

Marie-Hélène Pelletier

Marie-Hélène Pelletier
Assistant Vice-President, Workplace Health
Sun Life Financial Canada

Geoff Pender

Geoff Pender
Partnership and Stakeholder Engagement
Financial Consumer Agency of Canada

Jane M. Rooney

Jane M. Rooney
Financial Literacy Leader
Financial Consumer Agency of Canada

Mazen A. Shakeel

Mazen A. Shakeel
Vice-President, Market Development, Group Retirement Services
Sun Life Financial Canada

Faisal Siddiqi

Faisal Siddiqi
Wealth Practice Leader
Conduent HR Services

Andreas Souvaliotis

Andreas Souvaliotis
Founder and Chief Executive Officer
CARROT Insights

Louis Thériault

Louis Thériault
Vice-President, Public Policy
The Conference Board of Canada


Sponsored by

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

Founding Partner

Image of Sun Life logo

Sponsors

Image of Financial Consumer Agency of Canada logo

Image of Conduent logo

Image of Wills Towers Watson logo

Marketing Partner


Image of Canadian Payroll Association logo


Special Contributors

Data on the Spot logo

Image of Eckler Ltd. logo

Fitterfirst logo

Travel Partner

Image of VIA Rail Canada Inc. logo

Social Media

#CBoCPension
@CBoC_Events

Testimonials

“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.”

“The information provided on First Nations, RDSP and CARP were a great add on to the conference information. Simon Brascoupé had great content.”

“Excellent Selection of speakers and topics this year”

“Craig Alexander made a complex topic very interesting”

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

Sponsorship

Sponsor our next event and connect with your top prospects! Don’t miss this chance to showcase your organization to some of the top leaders in the country.