This year’s MDRT Day Canada focuses on the critical theme of intergenerational wealth and succession planning, equipping advisors with strategies to navigate one of the most significant financial shifts of our time.

Featured highlights:

Welcome remarks: 2026 MDRT President John F. Nichols, MSM, CLU, provides introductory remarks and is followed by a warm welcome from Canada Country Chair Shawn Bellefeuille, CFP, CLU.

Why MDRT matters: Our two Canadian MDRT Executive Committee members — MDRT First Vice President Clay Gillespie, CFP, CLU, and MDRT Second Vice President Aurora L. Tancock, CFP, FLMI — share how MDRT membership drives growth and success.

The trillion-dollar wealth transition: Dr. Keith Willoughby, Ph.D., explores Canadian insights on intergenerational wealth transfer and asks, “Are we ready?”

Panel discussion: Peter Paul Andreana, CFP, CSWP, and Darrell Wade discuss family enterprise advisory, intergenerational planning and succession strategies; moderated by Angela Oddo, MBA, BSc (Hons).

The future of financial advisory: Dr. Michael Konopaski, CFP, CIM, examines succession, strategy and technology — and why advisors must plan for continuity.

AI in action: Brian Joseph Haney, CFS, CLTC, delivers practical steps for leveraging AI to drive growth and ensure business continuity.

Closing remarks: Shawn Bellefeuille, CFP, CLU, shares how MDRT empowers you to grow and succeed in your profession.

Plus, enjoy a live Q&A session to get answers to your most pressing questions. Save the date and register to attend MDRT Day Canada 2026.

Agenda

MDRT Day Canada 2026		Speaker(s)
1 - 1:03 p.m.	Welcome from 2026 MDRT President	John F. Nichols, MSM, CLU
1:03 - 1:11 p.m.	Welcome from the 2026 Canada Country Chair	Shawn Bellefeuille, CFP, CLU
1:11 - 1:16 p.m.	Why MDRT matters	Clay Gillespie, CFP, CLU Aurora L. Tancock, CFP, FLMI
1:16 - 1:39 p.m.	The trillion-dollar wealth transition: Canadian insights on the intergenerational transfer — are we ready?	Dr. Keith Willoughby, Ph.D.
1:40 - 2:05 p.m.	Panel discussion: Peter Paul Andreana, CFP, CSWP, and Darrell Wade explore family enterprise advisory, intergenerational wealth strategies and succession planning; moderated by Angela Oddo, MBA, BSc (Hons)	Angela Oddo, MBA, BSc (Hons) Peter Paul Andreana, CFP, CSWP Darrell Wade, FEA
2:05 - 2:29 p.m.	The future of financial advisory: Who will own your business tomorrow? Most advisors run thriving businesses — but what happens when you step away? Discover how succession, strategy and technology will redefine your legacy and the industry’s future.	Dr. Michael Konopaski, CFP, CIM
2:30 - 2:55 p.m.	AI in action: Practical steps for advisors to drive continuity and growth	Brian Joseph Haney, CFS, CLTC
2:55 - 3:00 p.m.	Closing remarks: How MDRT empowers you to grow and succeed in your profession	Shawn Bellefeuille, CFP, CLU

Clay Gillespie CFP, CLU

Appearances