Sponsor Details

Please meet our Sponsors

RBC Investor Services

RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 10 banks globally1, our focus is on safeguarding the assets of our clients and supporting their growth. Clients benefit from our long-standing experience and expertise:

  • Over 120 years in providing investor services
  • Award-winning custody, asset servicing and fund administration solutions2
  • Focused on delivering seamless client experiences and employing technology to enable our clients’ success

Products and Services

RBCIS’ product and services include custody, fund administration, shareholder services, middle office, cash management, foreign exchange and securities finance.

(1) Based on market capitalization as at April 30, 2023

(2) Global Investor ISF and R&M Surveys, 2022

State Street Global Advisors

State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s fourth-largest asset manager3, we are always inventing new ways to invest.

Learn more at SPDR Exchange Traded Funds (ETFs) | SSGA

(3) Pensions & Investments Research Center, as of 12/31/21

CIFP Retirement Institute

The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.

The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC and RFRA curricula.

Learn more at www.retirementinstitute.ca


The Canadian Institute of Financial Planners is a non-profit association for Certified Financial Planner® professionals. The association is an independent, effective, and powerful advocate for the CFP®/ certification marks and the financial planning profession in Canada.

Membership is open to all Canadian CFP professionals, Registered Retirement Consultants®/Conseillers en Retraite® and Conseillères en Retraite®, associates who have completed their pre-CFP certification education requirements, students who are currently enrolled in a qualified education program leading to CFP certification and concerned and interested investors.

CIFPs advocates on behalf of its members, retirement planners holding the RRC/CR credential and the CFP certification marks with regulators and the public. We won't let them forget that the CFP and RRC/CR marks represent the highest standard for financial planners and retirement planners—here at home, and abroad.

Learn more at www.cifps.ca