September 17-19, 2023 | Halifax Convention Centre

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Connect Conference

Join us September 17-19 for the inaugural Connect Conference in Halifax, Nova Scotia.
Conference content will look to further connect the industry and your business.

Schedule

September 17th-19th, 2023

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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 Breakfast Sponsored by GreenShield

9:00am Members Only Sessions

10:30am Networking Break

10:45am Dragon’s Den

12:00pm Lunch Sponsored by Empire Life

1:00pm Conference Kickoff & Speed Networking Sessions

2:00pm Navigating the Post-Goldilocks Era – Canada Life – Justin Truong, Investment Strategist, Mackenzie Investments

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

6:30pm Dinner at Gahan House

More Info

Tuesday

September 19

7:30am Breakfast sponsored by RWAM

8:30am Design for Health – Sun Life – Michael Bradie, Vice President, Market Development, Group Benefits

9:15am Portfolio Positioning in Today’s Market – T. Rowe Price – Matthew Ko, CFA, Portfolio Specialist

9:45am CONNECT with Succession Planning for Your Business – Brad Cox, Partner & Jared Cox, Partner, Practice Focus, Benefits & Pension – Cox Financial Group

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 Q & A Panel

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

More Info

Wednesday

September 20

Attendees Depart

Monday Sessions Tuesday Sessions

Jane Gasmen

Connect Speaker

Chantell Arsenault

Connect Speaker

Justin Truong

Investment Strategist, Mackenzie Investments

Canada Life

Rob Green

President, Founder

Green Benefits Group Inc.

Lisa Ann-Butcher

Mental health speaker, frontline healthcare advocate, registered clinical counsellor

CloudMD

Andrea Beleverde

AVP, Digital Experience & Product Development

Sunlife

Matthew Ko

Portfolio Specialist

T. Rowe Price

Brad Cox

Partner

Cox Financial Group

Jared Cox

Partner, Practice Focus, Benefits & Pension

Cox Financial Group

Cori Lawson-Roberts

AVP, Disability Innovation and Integrity, Manulife Group Benefits.

Manulife

Tammy Phelps

RVP, National Accounts

Julie Holden

President

Holden & Associates Consulting Inc.

Marc-Andre Lewis

Executive Vice-President & Chief Investment Officer

CI Global Asset Management

Bran Kalmar

CFA, Vice-President & Head of Institutional