Your 2018 Faculty
August 19 - 23, 2018
Certified Financial Planner - Morrow Financial Inc. | Manulife Securities Investment Services Inc.
Keynote: Don’t Worry Retire Happy | Break Out: The Picture Sells the Story
Mike Morrow is a Certified Financial Planner, MDRT Member, International Speaker, Media Commentator and Author of, Leading Marketing Strategies™, The Picture Sells the Story™ and co-author of Don't Worry Retire Happy Canada and The Little Book of Woww!
A Financial Advisor for 30 years, Mike Morrow CFP, knows what it takes to build a successful, referral-based business from the ground up. Today many of the world's most successful Advisors have grown their business by implementing his award-winning strategies.
A grand-prize winner of a national best ideas contest, expect to be entertained with humour, interaction and powerful stories. Audiences leave inspired and ready to implement innovative ways to attract and retain high quality clients.
Mike has captivated audiences worldwide. He is widely recognized as an expert in client engagement and fostering client loyalty, he was selected to speak at Million Dollar Round Table events including, three Annual Meetings and MDRT global events on 4 continents.
Managing Director, Tax & Estate Planning - CIBC
Tax Update - 2018 Edition | CCPC Tax Planning & the Role of Insurance
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions.
He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
Jamie is a recipient of CPA Ontario’s Award of Distinction, which honours those CPAs who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives.
Best Selling Author | International Speaker | Business Coach - The Blaufus Group Inc.
Jane Blaufus is the bestselling author of the book WITH THE [STROKE] OF A PEN: Claim your life. Her book and companion planning binder have become recognized as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike.
She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager and executive responsible for the development, delivery and implementation of recruiting and selection processes and sales and marketing training to thousands of people in the sales force. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada where she consults extensively into the financial services industry.
Jane is a sought after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session and was showcased in the ROUND the TABLE magazine 2016 Annual Meeting Highlights. She was also a featured speaker on the main platform at the MDRT PEAK 2017 Convention in Pattaya, Thailand. Jane is a frequent guest expert on national TV/Radio, and a Huffington Post blogger.
Her reputation and expertise make her an influential coach to many financial services professionals across Canada and the United States. Jane believes that to excel in today’s marketplace, the key to success is relationship building and she walks the walk and talks the talk.
MDRT Past President 2016 | CEO - Financial Solutions Midwest
Leadership and Wisdom |
Founder - www.Cirrus-Consult.com
VP & Chief Underwriter - Manulife
Director of Legal & Regulatory Affairs - Alberta Insurance Council