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Alaeddine Jabri, CLU®, QAFP™, CHS™
Managing Partner, Longevity Achieved
Toronto, ON
Learning Objective: : Exploring how artificial intelligence can enhance the financial advisory landscape, balancing its implementation for optimal client satisfaction and advisor efficiency.
Interview Focus:
Case Study Activity: The Overwhelmed Financial Advisor
Learning Objective: Navigating the technological landscape for financial planning practices – conducting a comprehensive technology audit to determine what to retain, what to get rid of, and what new innovations deserve consideration.
Sterling Rempel, CLU®, CFP®, CIM®, TEP, MFA-P™
Certified Financial Planner, Founder & President, Future Values Estate & Financial Planning
Calgary, AB
Learning Objective: Understanding tax legislation and building smart and efficient strategies to empower financial solutions for individuals and business owners.
Interview Focus:
Helping individuals:
Case Study Activity: Adapting to Unexpected Changes
Learning Objective: Developing a financial plan quickly when a business transition is needed due to health issues.
Stefano Pannu, CLU®, CFP®, CIM®, FCSI®
Principal, Noble Pannu Wealth Management Ltd.
Kelowna, BC
Learning Objective: Unlocking strategies for balancing competing priorities to deliver exceptional client attention.
Interview Focus:
Case Study Activity: Next-Generation Wealth Management
Learning Objective: Developing a realistic financial plan for a young couple starting out in their careers who feel pessimistic about achieving their future dreams.
Pete Gillespie CLU®, MBA, MFA-P™
President, Gillespie Wealth Management and Estate Planning Inc.
Toronto, ON
Learning Objective: Helping clients have more control and confidence in their retirement and estate plans, through collaboration and engagement.
Interview Focus:
Case Study Activity: Leaving a Lasting Legacy
Learning Objective: Developing a deeper understanding of the client and their wishes to optimize retirement income, mitigate risk, create an enduring legacy, and strategically reduce tax liability.
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