Kathryn Bennett is a Senior Regional Sales Director with Desjardins Wealth Management. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, planning for persons with a disability, and cross-border planning.

Kit is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable giving using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trusts, and retirement planning.

Her professional memberships include the Law Society of Upper Canada, the Society of Trust and Estates Practitioners (STEP), Advocis, the Conference for Advanced Life Underwriting (CALU), the Canadian Bar Association, and the Ontario Bar Association.

Alaeddine Jabri is the managing partner at Longevity Achieved, a managing general agency and full-service boutique, insurance and investment firm delivering excellence in financial service. Alaeddine leads the New Breed Of Broker®, a community of advisors who are insatiably curious and unabashedly in love with the people they serve - who also use insurance and investments as tools to help clients achieve the life they want.

Alaeddine is regularly asked to speak at industry events, contribute on expert panels and for comment in national news publications. Committed to the adoption and growth of the insurance profession, Alaeddine mentors’ new advisors and provides the framework for established advisors to transform their business. In 2021 Longevity Achieved was nominated as Wealth Professional’s Multi-Service Advisory Team of the Year.

Adrian continues to build and lead a national business unit focused on delivering a holistic experience for strategic relationships at PPI. The focus of the offering is a unified and dedicated approach to work with firm leadership, management, business development team and most importantly, the firm’s advisors. He leads a high caliber team with tailored resources, practice management tools and unique competitive advantages in HNW marketplace, all while delivering on the ease of doing business with PPI.

Adrian joined PPI in 2012 as Sales Director in Ontario; in 2018, he was promoted to Assistant Vice-President of Sales for the region. Finally, in 2021, Adrian accepted the national mandate of Vice-President, Strategic Relationships.

Based out of Toronto, Adrian has well over a decade of experience in various roles within the financial industry, predominantly as a financial planner and sales executive. He began his career as an Insurance Advisor with Sun Life Financial in 2007 and was awarded the "Quick Start Award" for exceeding sale expectations. He then developed the go-to-marketing strategy for life insurance at State Farm before transitioning to BMO Nesbitt Burns, becoming one of their youngest Investment Advisors at the time.

Throughout the years, Adrian has achieved a number of industry designations to provide clients and advisors with holistic financial counsel including his Chartered Investment Manager (CIM) designation, Certified Financial Planner (CFP) designation, Certified Estate Advisor (CEA) designation and finally he successfully obtained his Family Enterprise Advisor (FEA) designation in June 2021.