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2026 LIMRA and LOMA Canada Annual Conference

Delivering Value in a Changing Landscape

5/20/2026, 8:30 a.m. - 5 p.m.
Toronto, Canada

Overview

Who Attends

The LIMRA and LOMA Canada Annual Conference is a key event that draws senior executives and leaders across diverse sectors of the financial services industry and other related business segments seeking to be informed on what’s happening and what’s next and be engaged in important conversations with their industry peers and other experts.

Highlights

The Canadian insurance and financial services industry is undergoing profound change. Market dynamics, evolving consumer expectations, and shifts in distribution are reshaping how insurers and advisors engage with clients. The theme of this year’s LIMRA and LOMA Canada Annual ConferenceDelivering Value in a Changing Landscape—underscores both the challenges and opportunities ahead.

With unprecedented change happening all around us, what’s the new normal and next normal? The LIMRA and LOMA Canada Annual Conference offers fresh perspectives, inspiring ideas and actionable insights on strategic topics presented by visionary thought leaders and pundits. Come away with knowledge on how to thrive in disruption, differentiate from the crowd, and win with your customers — all presented from a distinctly Canadian perspective.

Key Themes & Takeaways

  • Canada’s protection gap is widening as many remain under- or uninsured.
  • Distribution must evolve, combining digital reach with trusted human advice.
  • Fewer advisors mean hybrid; cost-efficient models are essential.
  • Consumers expect simplicity, transparency, and convenience.
  • Success is defined by closing the gap and delivering lasting value.

The landscape is changing, but our mission endures: to deliver value when it matters most.

Keynote Speaker

Eugene Levy
Emmy®-Winning Actor, Producer, and Writer

Eugene Levy

Emmy®-Winning Actor, Producer, and Writer

Eugene Levy is an Emmy®-winning actor, producer, and writer who is best known for his work on the record-breaking comedy series Schitt’s Creek. The role of Noah Levenstein in the American Pie franchise cemented his reputation as America’s favorite dad, while the box office success of his films such as Bringing Down The House, Cheaper By the Dozen 2, and Father Of
The Bride Part II have established him as one of Hollywood’s most popular comedic actors.

The 76th Primetime Emmy Awards, hosted by Eugene and Dan Levy, captured considerable attention, drawing around 6.87 million viewers. This impressive turnout signifies a more than 50% increase from the previous year. It also marks a notable return for the duo, following their success at the 2020 ceremony and the first time a father/son duo has ever hosted “Television’s Biggest Night.”

Levy serves as host and executive producer of The Reluctant Traveler for Apple TV+, a non-scripted series that follows him as he visits some of the world’s most remarkable destinations and explores the people, places, and cultures surrounding them. The show returned for season three in 2025 and received two Emmy nominations for Outstanding Hosted Nonfiction Series or Special and Outstanding Writing for a Nonfiction Program.

Levy stars in season four of the hit Hulu Comedy-Drama Only Murders in the Building.

In 2013, Levy co-created Schitt’s Creek with his son Daniel Levy, a beloved television series for CBC/Pop in which he also starred and executive produced. The single-cam, character-driven comedy also starred an ensemble cast including Catherine O’Hara, Annie Murphy, and Chris Elliott.

At the 72nd Primetime Emmy Awards, the series received nine Emmy wins for its sixth and final season, becoming the most-awarded comedy series in a single year. Levy personally won two Emmys that year for Best Actor in a Comedy Series and Best Comedy Series. The show broke major records that night for being the first comedy or drama series to sweep all four acting categories and received the most wins for a comedy series in its final season. Levy and his son were also the first father-son pair ever to win Emmys in the same year.

Schitt’s Creek has received countless nominations and award wins to date, including the Contemporary Guild Award for Best Ensemble in a Comedy Series, a Producers Guild Award win for the Danny Thomas Award for Outstanding Producer of Episodic Television – Comedy, two consecutive GLAAD Media Awards for Best Comedy, two Critics Choice Awards including Best Comedy Series, two TCA Awards including Outstanding Achievement in Comedy, a Costume Design Guild Award for Excellence in Contemporary Television, and 21 total Emmy nominations with nine wins. At the 2020 Canadian Screen Awards, alongside his other executive producers, Levy also won Lead Actor in a Comedy and Best Comedy. Levy also received the prestigious Legacy Award (along with co-star and long-time collaborator Catherine O’Hara) from the Academy of Canadian Cinema & Television. Levy previously won two Emmys for his writing on SCTV.

Levy is also widely known for his work partnering with Christopher Guest, for which he earned critical acclaim co-writing and co-starring in Best in Show, Waiting for Guffman, For Your Consideration, and A Mighty Wind. Levy has been nominated for and won countless awards for his films, including a New York Film Critics Circle Award and a Grammy Award® for A Mighty
Wind. Other films include Splash, Armed and Dangerous, Multiplicity, Club Paradise, and Serendipity.

Levy is a Member of the Order of Canada and a recipient of The Governor General's Performing Arts Award – the foremost Canadian honor for excellence in the performing arts.

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Acteur, producteur et scénariste lauréat d’un prix Emmy®

Eugene Levy est un acteur, producteur et scénariste primé aux Emmy®, surtout reconnu pour son travail dans la série humoristique à succès Schitt’s Creek. Son rôle de Noah Levenstein dans la franchise American Pie a solidifié sa réputation comme le « papa préféré de l’Amérique », tandis que le succès au box‑office de films tels que Bringing Down the House, Cheaper by the Dozen 2 et Father of the Bride Part II l’a établi comme l’un des acteurs comiques les plus populaires d’Hollywood.

La 76e cérémonie des Primetime Emmy Awards, animée par Eugene et Dan Levy, a attiré environ 6,87 millions de téléspectateurs, une hausse de plus de 50 % par rapport à l’année précédente. Cet événement marquait également le retour du duo après leur succès lors de la cérémonie de 2020, ainsi que la toute première fois qu’un père et son fils coanimaient « la plus grande soirée de la télévision ».

Levy est l’animateur et producteur exécutif de The Reluctant Traveler sur Apple TV+, une série non scénarisée qui le suit alors qu’il visite certaines des destinations les plus remarquables au monde et explore les gens, les lieux et les cultures qui les entourent. L’émission est revenue pour une troisième saison en 2025 et a reçu deux nominations aux Emmy pour Meilleure série documentaire animée et Meilleur scénario pour un programme documentaire.

Levy tient également un rôle dans la quatrième saison de la populaire comédie dramatique Only Murders in the Building sur Hulu.

En 2013, Levy a co‑créé Schitt’s Creek avec son fils Daniel Levy, une série adorée du public diffusée sur CBC/Pop, dans laquelle il jouait aussi un rôle principal et agissait comme producteur exécutif. Cette comédie à caméra unique, axée sur les personnages, mettait également en vedette Catherine O’Hara, Annie Murphy et Chris Elliott.

Lors de la 72e cérémonie des Primetime Emmy Awards, la série a remporté neuf prix pour sa sixième et dernière saison, devenant la comédie la plus primée en une seule année. Levy a personnellement remporté deux Emmy cette année‑là : Meilleur acteur dans une comédie et Meilleure comédie. L’émission a établi plusieurs records, notamment celui d’être la première série comique ou dramatique à remporter les quatre catégories d’interprétation, ainsi que celui du plus grand nombre de victoires pour une comédie en saison finale. Levy et son fils sont également devenus le premier duo père‑fils à remporter des Emmy la même année.

Schitt’s Creek a reçu d’innombrables nominations et récompenses, dont le Contemporary Guild Award pour Meilleure distribution dans une comédie, un Producers Guild Award pour le prix Danny Thomas du Meilleur producteur de série télévisée – comédie, deux prix GLAAD Media consécutifs pour Meilleure comédie, deux Critics Choice Awards dont Meilleure comédie, deux TCA Awards dont Meilleure réalisation en comédie, un Costume Design Guild Award pour l’excellence en télévision contemporaine, ainsi que 21 nominations aux Emmy pour un total de neuf victoires. Aux Canadian Screen Awards 2020, Levy a également remporté, avec ses collègues producteurs exécutifs, les prix du Meilleur acteur dans une comédie et de la Meilleure comédie. Il a aussi reçu le prestigieux Legacy Award (aux côtés de sa co‑vedette et collaboratrice de longue date Catherine O’Hara) de l’Académie canadienne du cinéma et de la télévision. Levy avait déjà remporté deux Emmy pour son travail d’écriture sur SCTV.

Levy est également largement reconnu pour ses collaborations avec Christopher Guest, qui lui ont valu des éloges critiques pour la co‑écriture et la co‑interprétation de Best in Show, Waiting for Guffman, For Your Consideration et A Mighty Wind. Il a été nommé et récompensé à de nombreuses reprises pour ses films, notamment par un prix du New York Film Critics Circle et un Grammy Award® pour A Mighty Wind. Parmi ses autres films figurent Splash, Armed and Dangerous, Multiplicity, Club Paradise et Serendipity.

Levy est membre de l’Ordre du Canada et récipiendaire du Prix du Gouverneur général pour les arts du spectacle – la plus haute distinction canadienne pour l’excellence dans les arts de la scène.

 

Speakers

Matt Berman, MBA
President and Chief Executive Officer, Foresters Financial

Matt Berman, MBA

President and Chief Executive Officer, Foresters Financial

Matt Berman was appointed President and Chief Executive Officer of Foresters Financial in January 2024. Since joining Foresters in 2017, he has held several leadership roles including President of the U.S. and Canada Divisions, Chief Distribution Officer, and President of Foresters Financial’s former subsidiary, Foresters Life Insurance and Annuity Company. Prior to serving in his current position, he played a pivotal role advancing the transformation of Foresters distribution channels, product portfolio, operations and underwriting. His notable achievements include new agent-intermediated and direct-to-consumer sales partnerships, diversifying the product portfolio, and a relentless commitment to enhancing the digital customer journey. He also championed a culture of well-being by introducing first-in-market products and member benefits protecting individuals living with diabetes. He has been essential in fortifying the Foresters brand, implementing internal controls and fostering a culture of innovation.

Berman has 30 years of experience leading strategic planning, distribution, and product management in both the property and casualty and life and savings insurance sectors, most notably with AXA, AIG, and Zurich Insurance.

Président et chef de la direction, Foresters Financial

Matt Berman a été nommé président et chef de la direction de Foresters Financial en janvier 2024. Depuis son arrivée chez Foresters en 2017, il a occupé plusieurs postes de direction, notamment président des divisions américaine et canadienne, chef de la distribution, ainsi que président de l’ancienne filiale de Foresters Financial, Foresters Life Insurance and Annuity Company. Avant d’assumer ses fonctions actuelles, il a joué un rôle clé dans la transformation des canaux de distribution, du portefeuille de produits, des opérations et de la souscription de Foresters. Parmi ses réalisations notables figurent de nouveaux partenariats de vente — tant avec des agents intermédiaires qu’en mode direct au consommateur — la diversification du portefeuille de produits et un engagement constant à améliorer l’expérience numérique des clients. Il a également favorisé une culture axée sur le bien‑être en introduisant des produits et des avantages membres novateurs destinés à soutenir les personnes vivant avec le diabète. Son leadership a été essentiel pour renforcer la marque Foresters, mettre en place des contrôles internes et encourager une culture d’innovation.

Berman compte 30 ans d’expérience en planification stratégique, distribution et gestion de produits dans les secteurs de l’assurance de dommages ainsi que de l’assurance vie et épargne, notamment chez AXA, AIG et Zurich Insurance.

Rowena Chan
President, Sun Life Financial Distributors (Canada) Inc. & SVP, Retail Advice & Solutions

Rowena Chan

President, Sun Life Financial Distributors (Canada) Inc. & SVP, Retail Advice & Solutions

A seasoned financial services executive with decades of experience, Rowena Chan is passionate about bringing wellness and peace of mind to Canadians. Rowena leads Retail Advice & Solutions at Sun Life encompassing the retail distribution omni-channel organization that delivers protection (life insurance), wealth, and health solutions to Clients at all life stages, in addition to the insurance solutions (life and health) manufacturing business. Through personalized trusted advice, holistic solutions, and innovative digitally enabled experiences, her team of advisors helps put Canadians on the path towards achieving lifetime financial security and living healthier lives.

Présidente, Sun Life Financial Distributors (Canada) Inc. et première vice‑présidente, Solutions et conseils aux particuliers

Cadre chevronnée du secteur des services financiers avec plusieurs décennies d’expérience, Rowena se passionne pour le mieux‑être et la tranquillité d’esprit des Canadiennes et Canadiens. Elle dirige l’équipe Solutions et conseils aux particuliers de Sun Life, qui regroupe l’organisation omnicanale de distribution au détail offrant des solutions de protection (assurance vie), de gestion de patrimoine et de santé à toutes les étapes de la vie, ainsi que l’unité de fabrication de solutions d’assurance (vie et santé).
Grâce à des conseils personnalisés et dignes de confiance, à des solutions holistiques et à des expériences innovantes appuyées par le numérique, son équipe de conseillers aide les Canadiennes et Canadiens à cheminer vers la sécurité financière à vie et à adopter des modes de vie plus sains.

 

Bruce Donaldson
President and Chief Executive Officer, Simplicity Group

Bruce Donaldson

President and Chief Executive Officer, Simplicity Group

Bruce Donaldson serves as Simplicity’s President and Chief Executive Officer. He is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank. Previously, Mr. Donaldson led the successful start-up of a national insurance company and before that led the start-up of a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. 

 

Président et chef de la direction, Simplicity Group

Bruce Donaldson est le président et chef de la direction de Simplicity. Il est responsable de définir l’orientation stratégique du groupe et de gérer ses différentes unités opérationnelles. Avant de se joindre à Simplicity, M. Donaldson était directeur général au sein d’une banque d’investissement internationale. Auparavant, il a dirigé avec succès le lancement d’une compagnie d’assurance nationale, puis celui d’une entreprise de gestion d’actifs de plusieurs milliards de dollars. Avant d’entamer la phase entrepreneuriale de sa carrière, M. Donaldson a occupé divers postes financiers, commerciaux et juridiques aux États‑Unis et au Royaume‑Uni.

Roger Maguet
EVP, Insurance Solutions, Canada Life

Roger Maguet

EVP, Insurance Solutions, Canada Life

Roger Maguet is the EVP, Insurance Solutions at Canada Life, leading the Insurance business to drive long-term growth. With more than 30 years at Canada Life, he has held senior roles across Plan Sponsor Services, Pricing, Financial Management, Distribution, Technology and Asset Liability Management. Roger is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries and holds an Honours Bachelor of Commerce from the Asper School of Business. He is a respected industry voice and brings a data-driven perspective to discussions on the future of insurance, long-term sustainability and supporting financial resilience for Canadians.

Vice‑président exécutif, Solutions d’assurance, à la Canada Vie

Roger Maguet est vice‑président exécutif, Solutions d’assurance, à la Canada Vie. À ce titre, il dirige le secteur de l’assurance afin de stimuler la croissance à long terme. Fort de plus de 30 ans d’expérience au sein de la Canada Vie, il a occupé des postes de haute direction dans les Services aux promoteurs de régime, la tarification, la gestion financière, la distribution, la technologie et la gestion actif‑passif.
Roger est Fellow de la Society of Actuaries et de l’Institut canadien des actuaires. Il détient également un baccalauréat spécialisé en commerce de l’École de commerce Asper.
Reconnu comme une voix influente de l’industrie, il apporte une perspective axée sur les données aux discussions portant sur l’avenir de l’assurance, la durabilité à long terme et le soutien à la résilience financière des Canadiens.

Phil Marsillo
CEO, IDC Worldsource Insurance Network Inc.

Phil Marsillo

CEO, IDC Worldsource Insurance Network Inc.

Phil Marsillo's career in the insurance industry began over 40 years ago. Prior to joining IDC WIN in 2018 , he held a senior leadership role with Canada Life. He has been active in the industry throughout his career including CLHIA committees, consultation with regulators and contributions to other industry associations. He has also served as President of CAILBA which is the voice of Independent Distribution Organizations in Canada.

Douglas Porter, CFA
Chief Economist and Managing Director, BMO Financial Group

Douglas Porter, CFA

Chief Economist and Managing Director, BMO Financial Group

Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group and author of the popular Talking Points, he oversees the macroeconomic and financial market forecasts and co-writes the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that has won numerous forecasting awards. Most recently, Douglas led the team to a #1 ranking for Top U.S. Forecaster among 60 global firms in the 2023 Focus Economics Survey, and #1 for Top Canadian Inflation Forecaster among 28 firms. Also, his team took the #1 spot in the StarMine Awards for Most Accurate Forecasters for Canada in 2022.

As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.

Douglas’ career began at the Bank of Canada; then, before joining BMO, he held the positions of Economist and Country Risk Analyst with other Canadian financial institutions.

He has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Canada Pension Plan and Western’s Endowment Fund.

Douglas Porter, CFA, earned a Master’s degree in Economics from the University of Western Ontario.

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Économiste en chef et directeur général

Douglas Porter possède plus de 30 ans d’expérience dans l’analyse des économies et des marchés financiers mondiaux. Comme économiste en chef de BMO Groupe financier et auteur de la populaire publication Talking Points, il supervise les prévisions concernant la macroéconomie et les marchés financiers et cosigne la publication hebdomadaire phare de la société, Focus. M. Porter dirige l’équipe qui a remporté de nombreux prix pour la justesse de ses prévisions. Tout récemment, lors du sondage Focus Economics 2023, M. Porter et son équipe ont raflé la première place pour l’exactitude de leurs prévisions relatives à l’économie américaine parmi 60 entreprises mondiales et la première place pour l’exactitude de leurs prévisions concernant l’inflation au Canada parmi 28 entreprises. En outre, son équipe et lui ont été nommés meilleurs prévisionnistes au Canada en 2022 lors des prix StarMine.

Commentateur réputé des tendances économiques et financières, il est souvent cité dans la presse nationale et donne régulièrement des entrevues à la radio et à la télévision.

Porter a commencé sa carrière à la Banque du Canada et, avant de se joindre à BMO, il a été économiste et analyste du risque-pays dans d’autres institutions financières canadiennes.

Nick L. Pszeniczny, HBA, B.Comm., CLU
Executive Chair, Advice Canada and Financial Horizons, Great-West Life / London Life / Canada Life

Nick L. Pszeniczny, HBA, B.Comm., CLU

Executive Chair, Advice Canada and Financial Horizons, Great-West Life / London Life / Canada Life

Nick’s inspirational leadership has elevated both Financial Horizons and the industry as a whole.  Through strategic vision and relentless collaboration with regulators, associations and carriers, Nick has played a key role in shaping the Canadian financial services landscape.  His deep understanding of advisor needs has been instrumental in positioning Financial Horizons as a top national Managing General Agency and securing our reputation for delivering outstanding advisor experience.

As Executive Chair of Advice Canada and Financial Horizons, Nick is helping to shape the future by building a leading national independent advice platform that supports advisors’ growth and productivity. He helps ensure the combined value of our Advice Canada team and our Financial Horizons industry-leading offering is centered around what advisors need today and what their businesses need to flourish in the future.​

Nick’s depth of industry experience began in 1983 when he started as an advisor. He then went on to become the principal owner of one of Ontario’s largest brokerages, executive vice-president of Great-West Life, London Life and Canada Life, architect of Freedom 55 Financial, a member on the Board of Directors for Quadrus Investment Services and LIMRA International and was chairman of LIMRA’s Distribution Leadership Roundtable.

Anandhi Sarvananthan
Managing Director, Insurance Supervision Sector, OSFI

Anandhi Sarvananthan

Managing Director, Insurance Supervision Sector, OSFI

Anandhi Sarvananthan has served as a Managing Director in OSFI’s Insurance Supervision Sector since 2021. In this role, she leads the financial and non‑financial risk assessments and the supervision of insurers.

Previously, she held roles with increasing responsibilities in the Actuarial and Capital Divisions and was a Director in OSFI’s Actuarial Division and Supervision Methodology group. During this time, she successfully contributed to financial risk assessments for life insurers and the development of the Life Insurance Capital Adequacy Test (LICAT).

Prior to joining OSFI, Ms. Sarvananthan worked in life insurance consulting and held roles in the life reinsurance industry.

She is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries and holds a Bachelor of Mathematics in Actuarial Science with a minor in Computer Science from the University of Waterloo.

Directrice générale au sein du Secteur de la surveillance des assurances du BSIF

Mme Sarvananthan occupe le poste de directrice générale au sein du Secteur de la surveillance des assurances du BSIF depuis 2021. À ce titre, elle dirige l’évaluation des risques financiers et non financiers ainsi que la surveillance des assureurs.

Auparavant, elle a occupé des postes de plus en plus importants au sein des divisions de l’actuariat et du capital, et elle a été directrice de la Division de l’actuariat et du groupe de la méthodologie de surveillance du BSIF. Durant cette période, elle a contribué de façon déterminante aux évaluations des risques financiers pour les assureurs vie ainsi qu’à l’élaboration du Test de suffisance du capital des sociétés d’assurance-vie (TSAV).

Avant de se joindre au BSIF, Mme Sarvananthan a travaillé en consultation en assurance vie et a occupé divers postes dans l’industrie de la réassurance vie.

Elle est Fellow de la Society of Actuaries et de l’Institut canadien des actuaires, et détient un baccalauréat en mathématiques (actuariat) avec une mineure en informatique de l’Université de Waterloo.​

Rohit Thomas, FSA, FCIA
President & ChPresident & CEO BMO Insurancee

Rohit Thomas, FSA, FCIA

President & ChPresident & CEO BMO Insurancee

Rohit Thomas is the President and CEO of BMO Insurance, responsible for leading the organization’s strategy, growth, and customer-focused innovation across its insurance businesses.

He has held a broad range of progressively senior roles in the insurance industry, spanning product development, pricing, finance, and corporate functions, with experience across Life & Health, Wealth, and Annuity products.

Rohit is a graduate of the University of Waterloo and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Rohit serves on the Boards of Burgundy Asset Management, BMO Insurance Solutions, and BMO Life Assurance, and is the Chair of the Bank of Montreal’s Pension Risk Committee.

 

Président et chef de la direction, BMO Assurance

Rohit Thomas est le président et chef de la direction de BMO Assurance. Il est responsable de diriger la stratégie de l’organisation, sa croissance et ses initiatives d’innovation axées sur le client dans l’ensemble de ses activités d’assurance.

Il a occupé un large éventail de postes de plus en plus importants dans l’industrie de l’assurance, couvrant le développement de produits, la tarification, les finances et diverses fonctions corporatives, avec de l’expérience dans les produits d’assurance vie et santé, de gestion de patrimoine et de rentes.

Rohit est diplômé de l’Université de Waterloo et est Fellow de la Society of Actuaries ainsi que de l’Institut canadien des actuaires.

Il siège aux conseils d’administration de Burgundy Asset Management, BMO Insurance Solutions et BMO Life Assurance, et il est président du comité de gestion des risques liés aux régimes de retraite de la Banque de Montréal.

Concurrent Session Speakers

Seun Adeoye
Compliance Analyst, PPI

Seun Adeoye

Compliance Analyst, PPI

Seun Adeoye is a Compliance Analyst at PPI, based in Vancouver. A foreign trained lawyer with an MBA, he supports compliance oversight for advisors across Canada, including practice reviews, licensing and regulatory monitoring, and guidance on privacy and cybersecurity incident response. Seun works closely with distribution and operations teams to strengthen controls, improve documentation, and reduce risk while keeping the advisor experience practical and client focused. He brings a global, people-first perspective today. He believes strong culture, clear expectations, and continuous learning are key to attracting and retaining talent.

Qudsia Ahmed
Vice-President, Special Markets, iA Financial Group

Qudsia Ahmed

Vice-President, Special Markets, iA Financial Group

Qudsia Ahmed is Vice-President, Special Markets at iA Financial Group, where she leads a division specializing in special risk benefits solutions for both traditional and high-risk groups. With over 15 years of experience across insurance, technology, and operations, she is known for driving transformation and building high-performing teams. Qudsia’s previous experience spans both life & health and property & casualty insurance carriers. She holds the FLMI, CIP, and PMP designations and brings a client-centric perspective to Canada’s evolving workplace benefits landscape.”

Nigel Branker
Chief Executive Officer, Securian Canada

Nigel Branker

Chief Executive Officer, Securian Canada

Nigel Branker serves as Chief Executive Officer of Securian Canada. With more than 25 years of business leadership experience, he is responsible for executing the company’s vision, mission and strategic growth plan within the Canadian market. A champion of DEI, Nigel is committed to building an inclusive, market-shaping culture and fostering innovation to improve access to life-ready insurance solutions for all Canadians. He is also responsible for building long-lasting relationships with key partners and stakeholders and ensuring Securian Canada delivers profitable growth. Nigel is a consulting actuary by background, and a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries. He is also a member of the Board of Directors for the Canadian Association for Financial Institutions in Insurance (CAFII). In his free time, Nigel enjoys reading, listening to music, soccer and travelling. Home for Nigel is both Toronto and Montreal.

Jamie Campbell
Vice President and Head of Artificial Intelligence, Manulife Canada

Jamie Campbell

Vice President and Head of Artificial Intelligence, Manulife Canada

Jamie Campbell is Vice President and Head of Artificial Intelligence for Manulife Canada, where he leads the enterprise strategy and scaled deployment of AI and advanced analytics to transform how risk is understood, priced, and experienced across the insurance value chain.

With more than 25 years of international leadership across insurance, healthcare, and life sciences, Jamie is known for turning artificial intelligence from experimentation into durable institutional capability. He has built, scaled, and commercialized AI driven solutions in complex, highly regulated environments - establishing the data foundations, operating models, governance, and product innovation required to deliver results at enterprise scale.

Eric Chuen Cheong
Head of Pricing, Canadian Individual Insurance, Manulife

Eric Chuen Cheong

Head of Pricing, Canadian Individual Insurance, Manulife

Eric Chuen Cheong is the Head of Pricing for Canadian Individual Insurance at Manulife where he leads pricing initiatives for the Insurance, Annuities and Segregated Fund products.  He has 18+ years of actuarial experience at Manulife where he has worked in Corporate Actuarial & Finance, Corporate Risk, Investments, US, and Canadian divisions.

Eric holds a Bachelor of Mathematics from the University of Waterloo. He is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries.

Yves L. Giroux
Vice-President, Multi-Network Business Development, Desjardins

Yves L. Giroux

Vice-President, Multi-Network Business Development, Desjardins

Yves L. Giroux joined Desjardins in 2018 as Vice-President, Multi-Network Business Development. He brings over 30 years of experience in insurance and financial services in Canada and internationally, having held senior business development roles at leading institutions. Yves dedicated more than a decade to the Institut de planification financière, including serving as Chair of the Board from 2012 to 2014, and served on the board of Financial Planning Canada from 2019 to 2025. He holds the F.Pl. designation in Québec, a BBA from Laval University, and the FLMI designation. In his current role, he drives independent distribution sales growth nationally.

Paul Gobeil
VP Individual Insurance & Wealth Management and Chief Actuary, Co-operators Life

Paul Gobeil

VP Individual Insurance & Wealth Management and Chief Actuary, Co-operators Life

Paul Gobeil leads three lines of business for Co-operators Life: Individual Life and Health Insurance, Individual Wealth Management, and Group Retirement & Savings. He has served in this role since 2019 and is responsible for strategy, profitability, growth, and operations for each line. He also serves as Chief Actuary for Co-operators Life.

Paul has been with Co-operators since 2009 after previously working at Manulife Financial. His previous roles include pricing, valuation, and product development. He has a Bachelor of Science degree from the University of Regina and is a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries.

Kendall Harris
Director, Strategic Growth – Central Canada, PPI

Kendall Harris

Director, Strategic Growth – Central Canada, PPI

Kendall Harris is Director of Strategic Growth at PPI, with more than 11 years of experience in financial services. She leads advisor partnerships across Central Canada, demonstrating PPI’s support for independent advisors through high-net-worth strategies, digital solutions, and tailored business development. Previously, she developed advisor growth programs at a leading life insurance carrier. Kendall holds a BA in Professional Communications and has served as Membership Chair for the Advocis Toronto Chapter since 2024.

Brigitte Loos
Chief Underwriter, Canada Life

Brigitte Loos

Chief Underwriter, Canada Life

Brigitte Loos is the Chief Underwriter at Canada Life, since October 2021. With more than 25 years of experience in the insurance industry, Brigitte has expertise in underwriting individual life, critical illness, and disability insurance. Her career spans both direct carriers and reinsurers, giving her a well-rounded perspective on risk management and policy development.

In addition to her underwriting knowledge, Brigitte has played a key role in driving innovation within Canada Life. Her leadership continues to shape Canada Life’s underwriting strategies, ensuring they remain adaptive to market needs and focused on delivering the best outcomes for all stakeholders.

 

Brigitte Loos est chef de la tarification (Chief Underwriter) à la Canada Vie depuis octobre 2021. Forte de plus de 25 ans d’expérience dans l’industrie de l’assurance, Brigitte possède une expertise approfondie en tarification de l’assurance vie individuelle, des assurances maladies graves et de l’assurance invalidité. Sa carrière s’étend tant auprès d’assureurs directs que de réassureurs, ce qui lui confère une perspective complète en gestion du risque et en élaboration de politiques.

En plus de son expertise en tarification, Brigitte a joué un rôle clé dans la promotion de l’innovation au sein de la Canada Vie. Son leadership continue d’influencer les stratégies de tarification de l’entreprise, en veillant à ce qu’elles demeurent adaptées aux besoins du marché et axées sur l’obtention des meilleurs résultats pour l’ensemble des parties prenantes.

Christopher B. Owens, FLMI
Vice President, Individual Solutions Distribution,, Securian Financial

Christopher B. Owens, FLMI

Vice President, Individual Solutions Distribution,, Securian Financial

Christopher B. Owens is responsible for leading the distribution organization
for traditional life insurance, hybrid long-term care and individual
annuities. This includes providing management oversight for the
internal and external wholesaling teams, advanced sales and
relationship management functions. Chris is actively involved in the
development and execution of strategic growth plans of the Individual
Solutions market segment.

Active in the financial services industry since 1999, Chris began
his career with Securian as part of the Management Development
Center. He held front-line leadership positions in operations and
internal sales. Later, he was promoted to National Sales Vice
President, where he led both life insurance and individual annuity
sales teams. More recently, he has taken on the responsibility for all
facets of the Individual Solutions distribution organization.

Chris holds a Bachelor of Arts in Management from St. John’s University.

Marcus Willock
Sales Associate, Individual Insurance, iA Financial Group

Marcus Willock

Sales Associate, Individual Insurance, iA Financial Group

Marcus Willock is a Sales Associate at iA Financial Group specializing in individual insurance, recognized for a client‑centric approach to sales and service. He partners closely with financial advisors, placing their needs and the needs of their clients at the center of every interaction. Marcus is dedicated to delivering wholesaling excellence by providing practical insights, responsive support, and dependable follow‑through. His role is to simplify processes, clarify solutions, and help advisors navigate complex insurance conversations with confidence. By building trusted relationships and anticipating challenges, he works to ensure that financial advisors can focus on what matters most: serving clients and growing practices.

Sarah Willock
National Lead, Inside Sales & Sales Support, Individual Brokerage, RBC Insurance

Sarah Willock

National Lead, Inside Sales & Sales Support, Individual Brokerage, RBC Insurance

Sarah Willock is the National Lead, Inside Sales & Sales Support, Individual Brokerage at RBC Insurance. She leads a national structure across insurance and wealth management. Her responsibilities involve national sales execution, talent pipelining, strategy development, and organizational alignment.

Prior to RBC Insurance, Sarah held progressive sales and leadership roles at multiple organizations. Her experience includes leading inside sales teams, managing territory growth through third-party distribution, and advising clients directly on insurance and investment solutions.

Additionally, Sarah is deeply passionate about advancing women and young people into leadership roles, and actively volunteers in her community to give back beyond the workplace.

Agenda


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Registration

Early-bird Rate (By April 20, 2026)

LIMRA or LOMA Member: CD$825 + CD$107.25 HST = CD$932.25
Non-member: CD$1,200 + CD$156 HST = CD$1,356

Regular Rate (After April 20, 2026)

LIMRA or LOMA Member: CD$1,050 + CD$136.50 HST = CD$1,186.50
Non-member: CD$1,425 + CD$185.25 HST = CD$1,610.25

Group Registration Discount for In Person Event Only:

Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer three group registration options that you can secure by contacting customer.service@limra.com.

20+ registrants CD $150 discount per registrant:

  • Requires a company contact to guarantee a minimum of 20 registrants that meet criteria.
  • Each registrant registers individually and uses a special company code and pays registration fee by credit card.
  • Discount applies to registration fees only.
  • Discount may not be combined with any other discount, special offers, complimentary sponsor registrations, or speakers reduced registration fees.
  • Applies to in person conference only from registrants at the same company.
  • Discount is applied to the current registration rate.
  • Discount must be taken at the time of registration

10-19 registrants CD $100 discount per registrant:

  • Requires a company contact to guarantee a minimum of 10 registrants that meet criteria.
  • Each registrant registers individually and uses a discount code and pays registration fee by credit card.
  • Discount applies to registration fees only.
  • Discount may not be combined with any other discount, special offers, or speakers reduced registration fees.
  • Applies to in person conference only from registrants at the same company.
  • Discount is applied to the current registration rate.
  • Discount must be taken at the time of registration.

5-9 registrants CD $75 discount per registrant:

  • Requires a company contact to guarantee a minimum of 5 registrants that meet criteria.
  • Each registrant registers individually and uses a discount code and pays registration fee by credit card.
  • Discount applies to registration fees only.
  • Discount may not be combined with any other discount, special offers, or speakers reduced registration fees.
  • Applies to in person conference only from registrants at the same company.
  • Discount is applied to the current registration rate.
  • Discount must be taken at the time of registration.

If your company is taking advantage of our discount offer, please email us at customer.service@limra.com for the special promo code.​

Registrant Cancellation Policy:

All cancellations must be received by LIMRA and LOMA in writing by emailing customer.service@limra.com. Cancellations received on or before April 24, 2026 will be refunded, less a CD$100 + HST processing fee. Cancellations received between April 25, 2026 and May 8, 2026 will be refunded, less a CD$400 + HST processing and administrative fee. No refunds will be issued after May 8, 2026.

 

Register

Hotel / Venue

Metro Toronto Convention Centre

North Building
Toronto, Ontario, Canada

Hotel Reservations

HOTEL:

Toronto Marriott City Centre Hotel
One Blue Jays Way
Toronto, Ontario, Canada

HOTEL RESERVATIONS:

Click the link above to book your group rate or call 800-237-1512 (mention the “LIMRA and LOMA Canada Annual Conference Room Block”)

Make your reservations by April 22, 2026 using the reservations link or reservations phone number in order to receive the group rate of CAD$449.00 per room per night, plus taxes and charges. This group rate is applicable to reservations for May 18 through May 21, 2065.

Please note that there is a limited number of rooms available and hotel rates will go up after April 22, 2026 or when the meeting room block sells out, whichever comes first.  Make your reservations early to be able to take advantage of our discounted rate.

If you receive any unsolicited or suspicious emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Become a Sponsor or Exhibitor

Connect with influential decision-makers and industry professionals at the LIMRA and LOMA Canada Annual Conference. Be part of the event as a sponsor or exhibitor.

For information, contact lomacanada@loma.org.

Learn more about Sponsor and Exhibitor Opportunities

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Sponsors and Exhibitors

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Exhibitors

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