Featured speakers and panelists

MDRT President Carol Kheng, ChFC, will welcome attendees and share details about the 2025 MDRT Annual Meeting and other exclusive MDRT resources and events.

Hear from MDRT Global Council Member Michelle L. Bender, CFP, and Canada Country Chair Shelley MacIntyre, CLU, CHS, as they explain how MDRT membership helped them grow as advisors and expand their practices.

Listen to Richard Dobson Jr., CFP, as he shares his favorite communication hacks to keep it simple, make it memorable, and ensure your clients are engaged and smiling.

Three MDRT members will share their knowledge on:

Simplifying the financial journey, Eric Chevrette, B Bus
Practical ways for advisors to use AI, Ryan J. Pinney, LACP
Elevating your advisory practice by shifting from transaction-focused sales to holistic, family-centered advising, Elke Rubach, LL.M., CLU

Learn how to leverage the MDRT Academy and the MDRT Mentoring Program from Shawn Bellefeuille, CFP, CLU; Dana Mitchell, CFP, CLU; Seana Fardy, CFP, CLU; Oskar Kanczuga; and Angela Oddo, MBA, BSc (Hons).

Hear sales ideas from MDRT member Adrian George, CFP, TEP, on how to transform yourself and your practice.

Our two Canadian MDRT Executive Committee members — MDRT Second Vice President Clay Gillespie, CFP, CLU, and MDRT Secretary Aurora L. Tancock, CFP, FLMI — will offer their closing remarks.

The event will conclude with final remarks by Canada Country Chair Shelley MacIntyre, CLU, CHS.

Questions? Get valuable answers during a live Q&A session. 

Save the date and register now to attend MDRT Canada Day 2025.

Clay Gillespie CFP, CLU

Appearances