September 17-19, 2023 | Halifax Convention Centre

Learn More Hotel Info

Limited spaces available for Sunday at Peggy's Cove. Get your tickets now for Lunch and Peggy's Cove.

Sunday

September 17

Monday

September 18

* Members Only

Tuesday

September 19

Wednesday

September 20

Connect Speaker

Chantell Arsenault

Connect Speaker

Cox Financial Group

Partner, Practice Focus, Benefits & Pension

Cox Financial Group

President, Founder

Green Benefits Group Inc.

Lisa Ann-Butcher

Mental health speaker, frontline healthcare advocate, registered clinical counsellor

Andrea Belvedere

AVP, Digital Experience & Product Development

Portfolio Specialist

T. Rowe Price

Justin Truong

Investment Strategist, Mackenzie Investments

Cori Lawson-Roberts

AVP, Disability Innovation and Integrity, Manulife Group Benefits.

Tammy Phelps

RVP, National Accounts

Julie Holden

Marc-Andre Lewis

Executive Vice-President & Chief Investment Officer

CFA, Vice-President & Head of Institutional

Andrea Hansen

Sutton Benefits & Pension

Kevin O'Connor

National Director, Private Payors

Buhle Dlamini

Keynote Speaker

Sunday

September 17

Attendees Arrive

1:00pm Peggy’s Cove Tour (Additional ticket required)

3:00pm Registration Opens

5:00pm Welcome Reception

Monday

September 18

8:00am Members Breakfast Sponsored by GreenShield*

9:00am Welcome Members*

9:45am Dragon’s Den*

11:15am Preferred Solutions Providers Showcase*

12:00pm Lunch Sponsored by Empire Life

1:00pm Conference Kickoff & Speed Networking Sessions

2:00pm CONNECT with Succession Planning for Your Business – Brad Cox, Partner & Jared Cox, Partner, Practice Focus, Benefits & Pension – Cox Financial Group

2:30pm CONNECT with Strategic Thinking for your Business – Rob Green, President & Founder – Green Benefits Group

3:00pm Networking Break

3:30pm Supporting Employee Mental Health – CloudMD – Lisa Ann Butcher, Mental Health Speaker, Frontline Healthcare Advocate, Registered Clinical Counsellor

4:30pm Cocktail Reception sponsored by myHSA – Room 605 – Summit Level

6:00pm Dinner at Gahan House – Music brought to you by The East Enders

Tuesday

September 19

7:30am Breakfast sponsored by RWAM

8:30am Design for Health – Sun Life – Andrea Belvedere, AVP, Digital Experience & Product Development

9:15am Panel Discussion: Navigating the Post-Goldilocks Era – T. Rowe Price & Mackenzie Investments – Matthew Ko, CFA, Portfolio Specialist & Justin Truong, Investment Strategist, Mackenzie Investments

10:15am Networking Break

10:45am Disability Innovation: Past, Present & Future and What it Means for Advisors and Plan Sponsors – Manulife – Cori Lawson-Roberts, AVP, Disability Innovation and Integrity, Manulife Group Benefits.

11:10am Extension of EI Benefit Duration – What’s Your Vote? – Empire Life – Tammy Phelps, RVP, National Accounts

11:35am The Evolution of Disability Management – Julie Holden, President – Holden & Associates Consulting

12:00pm A conversation with Cori Lawson-Roberts, Tammy Phelps, and Julie Holden

12:15pm Lunch Sponsored by Aurora

1:15pm Active Investment Management – Global Perspective and Local Application – CI Global Asset Management – Marc Andre Lewis, Executive Vice President & Chief Investment Officer & Bran Kalmar, CFA, Vice-President & Head of Institutional

1:45pm CONNECT with Creating and Leveraging Your Client Value Proposition – Andrea Hansen, President – Sutton Benefits & Pension

2:15pm Networking Break

2:45pm PLAs: Netting Out the 3 Keys Benefits for Your Customers – Janssen – Kevin O’Connor, National Director, Private Payors

3:15pm Keynote sponsored by MFS: Unleashing Your Greatness – Buhle Dlamini

4:30pm Conference Wrap Up

Wednesday

September 20

Attendees Depart

Conference Tickets

Sold Out!

Make Sure to get Your Peggys Cove Tickets to Enhance Your Conference Experience

Halifax Convention Centre

If you have any questions or need assistance, please contact Nicole Slysz using the form below.

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