Testimonials 2025

Here’s what attendees had to say about the 2025 school

As always, the Banff School was exceptionally well organized and thoughtfully curated. The speakers and

presenters knowledgeable, engaging, and generous in sharing their insights, making each session

informative and inspiring.  Banff School provides the perfect setting to connect with peers, exchange

ideas, and build meaningful relationships within our profession. As always, it was a valuable opportunity

to learn, grow, and reflect on ways to better serve our clients. You can’t help but feeling energized and

grateful to have been part of such an enriching event.

-Micheline Varas, BA, RHU, RFC, EPC, GBDS, CHS, CEA


The Banff School is the premier conference I attend annually.  The curriculum is top notch in all areas,

from mindset and personal growth, technical knowledge, to planning strategies, all which help me to

stay abreast of industry trends, and serve my clients at the highest level.  The advisor community at the

Banff School feels more like family every year as I strengthen relationships with other attendees who I

only see at this conference, and every year I find myself looking forward to it more than the year

before.  Everyone comes together at the Banff School for the betterment of the industry and to support

advisors at all stages of their careers, for everyone’s benefit.  The community is supportive and truly

willing to share knowledge, and the veteran advisors are eager to help the next generation. Attending

has, and will continue to be, an important investment in myself and my career, and I’ll likely not miss a

Banff School until I retire.

Richard Brittain, CFP, CLU


This is my third time attending Banff school, and so far, this year has been the best! I can honestly tell

that this year is worthwhile of my time and effort. Love all speakers and topic. So helpful. I believe that

this will bring my business to a 10% increase in production by next year...

Thank you for the wonderful sessions!

-Liezel Zarate


“The Banff School is an annual financial tune-up where I can sharpen my skills and get so many

tremendous ideas from world class advisors and speakers.  This event is on my calendar every year!”

Mark Lewans