09/17/2025
It's been a wonderful few days in the beautiful Quebec City attending the . This years theme was just that!
We were treated to an exceptional line up of guest speakers and hearing from our executive team with industry leading partnerships and insights.
At our recent sessions, we welcomed a lineup of guest speakers whose stories and expertise offered powerful takeaways for anyone focused on personal growth, financial clarity, and long-term success:
- Eszylife Taylor, a top financial advisor and founder of Taylor Insurance & Financial Services, shared his proven 6-step approach to navigating financial conversations with confidence and clarity—designed to help clients feel empowered, not overwhelmed.
- Dr. Robyne Hanley-Dafoe, a leading expert in resiliency and workplace wellness, offered practical tools for managing stress, staying grounded, and thriving through life’s transitions—insights that resonate deeply in today’s fast-paced world.
- Bruce Heyman, former U.S. Ambassador to Canada and now CEO of PowerSustainable, joined our Chief Investment Strategist to explore sustainable investing and global market trends—helping clients understand how values and performance can align.
- Michael “Pinball” Clemons, Canadian Football Hall-of-Famer and community leader, closed with a heartfelt message about leading with purpose, embracing challenges, and living boldly—reminding us that success is as much about character as it is about strategy.
- Jordan Lanoue, Issac Kelsey & Troy Morris introduced innovative estate and insurance planning strategies that help clients protect what matters most and plan with confidence.
- Hugo Lehoux & Jillian Vukovich shared smart ways to deepen client relationships and build meaningful connections—because great planning starts with great conversations.
These speakers brought more than expertise—they brought heart, clarity, and a shared commitment to helping people live well and plan wisely. We’re proud to bring these insights to our clients and continue building a future rooted in trust, growth, and impact. 💬