Advocis Ottawa Strategies For Success 2026: Future-Ready Conference

A Strategies for Success Event More Than A Conference Future-Ready: Leading the Next Generation of Financial Services — Because the Best Practices Don't End, They Evolve — is not a traditional conference. It's a strategic industry forum focused on the future of advisory businesses, bringing together high-performing advisors, practice owners, and emerging industry leaders who are actively shaping the next generation of financial advisory firms. Presented in partnership with Advocis and MDRT, the event attracts advisors who are deeply engaged in building stronger practices, developing talent, and preparing their businesses for long-term success. Our event is designed as more than a single conference — it's a multi-day experience that combines professional development and relationship building. The program begins with an evening keynote dinner and networking reception, bringing together industry leaders and advisors in a dynamic setting. The following day features a full-day conference with high-calibre speakers and industry insight. Why You'll Want To Be There ✅ Award-winning keynotes — storytelling, leadership & impact ✅ Executive networking with advisors & leaders across Canada ✅ Accredited education on AI, wealth & succession planning 🎟️ TICKET DETAILS ✅ As a benefit of membership Advocis Members attend this event at a discounted rate! 🟢 TABLE OF 8 - $1700 (+ hst and ticket fees) Includes tickets for 8 attendees and: • Monday Night Dinner • Opening Keynote, • Tuesday Breakfast + Lunch • All-Day Tuesday Content. 🟢 MEMBER — MONDAY/TUESDAY BUNDLE: $250 (+ hst and ticket fees) Includes: • Monday Night Dinner • Opening Keynote, • Tuesday Breakfast + Lunch • All-Day Tuesday Content. 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. If you encounter issues with your Advocis ID, please login to your member portal for a special promotional code to unlock your Member Rate. 🟢 MEMBER MONDAY EVENING EXPERIENCE: $100 Includes: • Kick-Off Keynote Dinner - Monday, Sept. 28 • Tapas, social and networking reception • Opening keynote: Mike Downie + dinner with peers and carriers 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. If you encounter issues with your Advocis ID, please login to your member portal for a special promotional code to unlock your Member Rate. 🟢 MEMBER TUESDAY CONFERENCE DAY: $325 Includes: • All-Day Content - Tuesday, Sept. 29 • MDRT keynotes: Elke Rubach & Brian Haney • Underwriting Unplugged, Future of Wealth & AI sessions, all meals 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. If you encounter issues with your Advocis ID, please login to your member portal for a special promotional code to unlock your Member Rate. 🟢 NON-MEMBER MONDAY/TUESDAY BUNDLE - $375 (+ hst and ticket fees) Includes: • Monday Night Dinner Opening Keynote, • Tuesday Breakfast + Lunch • All-Day Tuesday Content. 🟢 NON-MEMBER MONDAY EVENING EXPERIENCE: $185 Includes: • Kick-Off Keynote Dinner - Monday, Sept. 28 • Tapas, social and networking reception • Opening keynote: Mike Downie + dinner with peers and carriers 🟢 NON-MEMBER TUESDAY CONFERENCE DAY: $425 Includes: • All-Day Content - Tuesday, Sept. 29 • MDRT keynotes: Elke Rubach & Brian Haney • Underwriting Unplugged, Future of Wealth & AI sessions, all meals 👉 Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you. **Ticket sales end September 24 @ 11:30 PM Eastern 🏠✅ Travel & Accommodations A preferred group rate of $279 per night has been arranged at the Brookstreet Hotel for reservations made before September 11, 2026. We encourage you to reserve your accommodations as early as possible to take advantage of this preferred rate. → Click Here To Make Hotel Reservations Online → Telephone Reservations: 1.888.826.2220 → Email: [email protected] Conference Agenda CE DETAILS & REQUIREMENTS: 👉 This event is pending possible approval of credits by The Institute **You must provide your Advocis ID when registering to be eligible to receive CE Credit **In order to receive your CE certificate your information may be provided to a 3rd party provider. Registration Requirements: 1. Enter your Advocis ID on the registration form. **If ID is inaccurate or not provided at registration you will not be eligible for CE Credit. a. If you have forgotten your Advocis ID, please click here to recover. b. If you do not have an Advocis ID number please complete this form to request one. 2. Attend the webinar using the email address entered on your registration form a. If you would like to be extended the member pricing, please join here. QUESTIONS: If you have any questions or concerns regarding this event, please reach out to the Advocis Ottawa chapter at: [email protected].