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| January 25 |
(1) Speaker Mark Sylvia, President and CEO, EGI Financial Holdings Inc.
TOPIC:
"VIVE LA REVOLUTION"
Small Group Market, administrative services and stop loss insurance solutions.
Also:
Best Practice Session #1 |
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| February 22 |
(2) Speaker Dr. Michael Graham, Heathbridge Capital Management
TOPIC:
Canadian Investment Report Card 2007
Also:
Best Practice Session #2 |
| March 22 |
(3) Speaker Sean Long, Desjardins Financial
TOPIC:
Living Benefits The Growing Market
Also:
Best Practice Session #3 |
| May 24 |
(4) Speaker Michael Jantzi, Janzti Research
TOPIC:
Ethical Investing
Also:
Best Practice Session #4 |
| June 21 |
(5) Speaker Ashley Crozier, Crozier Financial
TOPIC:
Using Life Insurance to Strip Funds out of a Company
Also: RHU Designation Update by Taylor Train
Also:
Best Practice Session...
The Portal, a National Resource Tool |
| September 20 |
(6) Speaker Roy Craik, President & CEO, Retirement Compensation Funding
TOPIC: Enhancing the Future,
Tax Advantaged Corporate & Investment Strategies under the Income Tax Act including RCAs, IPPs, and Generational Asset Transfers
Also:
Best Practice Session #5 |
| October 25 |
(7) Speaker Scott Beckett, MBA, BSc, Vice-President, Living Benefits,
PPI Financial Group
TOPIC:
Health Spending Accounts
and TORONTO Chapter AGM
Also:
Best Practice Session #6 |
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November 22
FEATURE EVENT
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(8) WRAPPING UP 2007 A year in review
Royal York Hotel Concert Hall
3 Feature Key Note Presentations
Breakfast
Door Prizes |
 Mark Sylvia
President and CEO, EGI Financial Holdings Inc.
"VIVE LA REVOLUTION"
Small Group Market, administrative services and stop loss insurance solutions.
 Powerpoint Slide Show
In the past 20 years the growth in the number of self-insured Extended Health and Dental Benefits plans has been phenomenal. At one time employers with less than 500 employees would never have considered self-insurance. Now it is an option everyone from the sole proprietor to the large corporation should consider as part of their planning process. What has caused this concept to flourish? What are the economic drivers influencing employers? What are the options and what are the risks when self-insuring EHC and Dental Benefits. How do you effectively explain the concept? What do clients need to know before making a decision? How do protect your clients to make sure it is a safe option for them?
Our presenter Mark Sylvia will provide his perspective on the reasons for the explosive growth and the future development of this concept. Mark is President and Chief Operating Officer of EGI Financial Holdings Inc. a TSE listed insurance holding company and is the Executive Vice President Niche Products Division of Echelon General Insurance Company their insurance subsidiary. Echelon specializes in providing Extended Health & Dental products particularly Stop Loss plans that focus on the self-insured market.
 Dr. Michael Graham
Heathbridge Capital Management
"Investment Report Card 2007 - 2008
KEEPING FAITH IN CANADA"
Presentation (PDF - 7.5 mb)
As a follow-up to his 2006 report card, Dr. Michael Graham will provide our members with his insights for 2007. The new government is in power and has had a year to come up to the plate on their election platforms. Have the predictions come true? What is in our future financial forecast? Trends that count — specifically in economics and profits — remain very investment friendly. Or do they?
Dr. Graham is an entertaining and informed investment consultant providing insight into the Canadian, North American and global economies, as well as looking at economic (and stock market) trends. Dr. Graham will make available copies of his presentations, articles and insights to his audience.
Dr. Graham is Chairman of Heathbridge Capital Management Inc. and has been director of research and investment committee chair with a number of Canada's leading investment dealers since the mid-1960s. He focuses on economic and market research, and consults, speaks and writes on these topics to audiences around the globe. Dr. Graham has his PhD in Economics and a postgraduate diploma in Business Administration from the London School of Economics.
Profile in Depth
Michael Graham combines a Bachelor of Commerce degree from the University of Cape Town, South Africa and a postgraduate Diploma in Business Administration and a Ph.D. in Economics from the London School of Economics with over 40 years of experience in the Canadian investment industry.
His business credentials include senior positions as Director of Research - Wood Gundy, Chairman of the Investment Strategy Committee - Dominion Securities Pitfield, Director of the Investor Support Group at Merrill Lynch Canada (1985-89), and Senior Vice President and Director of Private Client Investing - Midland Walwyn Capital. He is currently the Chairman of Heathbridge Capital Management Ltd., an investment counselling and management firm, the predecessor to which he founded in 1998.
Dr. Graham is a respected investment spokesman both nationally and internationally. He has travelled extensively across Canada and throughout the world. He is a long-standing Contributing Editor to The MoneyLetter, and a columnist for Advocis FORUM magazine, and has been a contributor to numerous financial and economic publications, as well as a guest on television and radio.
Professionally, he assisted the Bryce Commission on Corporate Concentration (in the mid-1970s), and the Department of Finance on a special assignment (in the early 1980s).
Other accomplishments include: Senior Vice-president and other executive positions with the International Federation of Multiple Sclerosis Societies (1973-93), Canadian Governor on the Board of Goodenough College, a residential postgraduate university institution in London, England (1988 - 2004), Chair of the London Goodenough Association of Canada (2001-02), President of the Toronto Cricket Skating & Curling Club (2003), and a Founding Director and Past-President of the University of Cape Town Foundation (of Canada, 1998-99).
Other memberships include the CFA Institute (previously AIMR and the International Society of Financial Analysts, of which he was an original member), The Ticker Club of Toronto (of which he was President in 1994-95) and the Third Thursday Group of New York (from 1973), of which he is the lone Canadian.
 Sean Long
Health Product Specialist
Desjardins Financial Security
"Living Benefits The Growing Market"
Powerpoint
Slide Show
Starting in the insurance industry more than 34 years ago, Mr. Long spent 25 years as an agent and broker and following a successful career in sales, moved to specializing in living benefits. Sean is a lifetime member of MDRT and has worked with the world's largest reinsurers promoting critical illness throughout Canada, US, and the Caribbean markets.
Mr. Long is a motivational speaker on Living Benefits in 9 countries and has given more than 4,000 presentations on living benefits, including 3 World CI conferences and 5 times at the Banff School. Sean has worked with The American Academy of Actuaries, marketing departments, brokers and MGA's across North America.
Sean's hobbies and passions are sailboat racing and wine collecting.
Sean has won 11 out of 18 races with his boat the Tuscana and needs our assistance in drinking some of his 2700 bottles of vintage wines.
 Michael Jantzi
Jantzi Research Inc.
ETHICAL INVESTING
Presentation (PDF - 1mb)
Michael Jantzi, president and founder of Jantzi Research Inc., has been active in the social investment field since 1990. Subsequent to founding Jantzi Research Inc. in November 1992, Michael developed the Canadian Social Investment DatabaseTM, the country's first database that tracks the environmental, social and governance (ESG) performance of Canadian corporations. In January 2000, Jantzi Research launched the Jantzi Social Indexฎ, a market capitalization-weighted common stock index consisting of 60 Canadian companies that pass a set of broadly-based ESG screens.
Michael is one of Canada's leading spokespersons on social investment and corporate social responsibility issues, appearing regularly in the national media. He contributes articles about social investment and related topics to publications throughout the country. Michael is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada. Michael was the recipient of an Ethics in Action Award in June 2001, in recognition of his significant contribution to corporate social responsibility and social investment in Canada. In 2006, Jantzi Research won the Capital Markets Award for Sustainable Investment & Banking, awarded by the GLOBE Foundation and The Globe and Mail as part of the prestigious GLOBE Awards for Environmental Excellence program.
Ashley Crozier
Crozier Financial
Powerpoint
Slide Show
Using Life Insurance to Strip Funds out of a Company
which gives tax benefits for:
- transferring existing personally owned life insurance to one's company
- investing surplus funds inside life insurance
- leveraging assets invested inside life insurance for personal or corporate use.
Ashley Crozier brings over 20 years of experience to consulting on life insurance and pension matters. A fully qualified actuary and CFA, he is creative, pro-active and professional. He uses a complete understanding of how life insurance and pension plans work to continually develop new ideas and approaches, and brings a common-sense approach to them. Ashley previously worked for a large insurer and an international benefits consultant. For the past 10 years, he has had his own practice working with business owners on their retirement, succession and estate plans. Ashley has published numerous articles, is a frequent speaker for insurance companies and at industry sessions and has acted as an expert witness for many legal matters on life insurance and pensions. He may be reached at ashley@crozierfinancial.ca
 Roy W. Craik
President & CEO, Retirement Compensation Funding Inc.
"Enhancing the Future"
Tax Advantaged Corporate & Investment Strategies
under the Income Tax Act including RCAs, IPPs, and
Generational Asset Transfers
Roy W. Craik, Founder and President of RCF entered the life insurance business in 1966, leaving his position as Senior Trust Officer and Estate Planner with a major Canadian trust company. Roy's contribution to the Canadian insurance industry has been a remarkable blend of innovation backed by a solid understanding of the Income Tax Act. In response to the changing needs of his clients, he participated as a member of the team that designed Adjustable Single Premium Whole Life. Subsequently, he created Term to 100 and, later, the concept of the side fund.
In the years that followed, Roy worked with wealthy families and corporations to identify and secure both their insurance and supplemental retirement income needs, using both RCAs and Supplemental Executive Retirement Plans (SERPs). In addition to his work with private clients, Roy lectured extensively on both high net worth life insurance and supplemental pensions. In addition to Canada Life, he developed strategic alliances with insurance companies such as ITT Hartford Life Canada and Standard Life to ensure that an appropriate pension shortfall funding product was available to the Canadian market.
From coast to coast, Roy W. Craik and RCF are known by investment dealers as well as financial and insurance advisors for expertise in the design and funding of Supplemental Retirement Plans.
 Scott Beckett,
MBA, BSc,
Vice-president, Living Benefits, PPI Financial Group
"Health Spending Accounts"
Scott is responsible for providing leadership and direction to PPI's living benefits and wellness marketing initiatives across Canada. Through the development of innovative sales ideas, case support, product development and attention to carrier relationships, Scott's focus is on initiatives that will help Associates multiply their practice income.
Scott joined PPI in 1992 in the Disability Division. After successfully leading PPI's overall sales programs for the past three years, he assumed responsibility in 2005 for the continuing expansion of PPI's share in the traditional living benefits market while developing new, emerging markets.
Scott holds an MBA from the University of Western Ontario and is a member of Conference for Advanced Life Underwriting (CALU) and The Financial Advisors Association of Canada (Advocis).
Since 1978 PPI has been helping independent insurance professionals and other financial advisors by providing specialized insurance solutions, tax and actuarial expertise, financial and advanced planning, professional development options, training and value added business services.
Whether you want to investigate new markets, enhance your client relationships or grow your practice, PPI Financial Group can help you get there.
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