Business Excellence Series: Retirement Ready

About

As you approach retirement or ponder how you’ll stop working, you have to ask yourself: Are you retirement ready? It’s a particularly crucial question in British Columbia, where one-third of the population is nearing 50 and 17 per cent has already achieved senior status. We are nearing an unprecedented shift that will shatter economic and social foundations of our province. With the help of leading experts, the BIV Retirement Ready panel discussion will investigate how and when to retire and how to embrace what should be the triumphant years of a longer life.

Panellists

Adrian Bois

Director, Individual Plans, Pacific Blue Cross

Adrian brings more than 12 years of experience in the consumer health, dental and travel industries to his role at Pacific Blue Cross. As the Director of Individual Plans, he is responsible for the strategy and operational priorities that support the organization’s direct-to-consumer benefits. Since joining Pacific Blue Cross in 2005, Adrian has continuously progressed to more senior positions within the Individual Plans department. He played a significant role in launching the Healthy Living Discount program – a unique initiative within Canada that rewards members for being healthy.

Seth Allen

Senior Vice President and Portfolio Manager, Raymond James Ltd.

Seth Allen is the founder of Cadence Financial Group. With over two decades of experience and his MBA in Global Asset Wealth Management, Seth’s expertise lies in recognizing market patterns and delivering exceptional investment results to his clients, both of which have won him industry-wide recognition. Seth is a voting member of the Raymond James Investment Advisory Strategy Group, which is responsible for setting the long-term strategic view on both capital markets and asset allocation for Raymond James Ltd.

Jeremy Reinbolt

President and Chief Financial Advisor, Videre

Jeremy is a financial advisor to private business owners and families in British Columbia and Alberta. His areas of expertise include Integrated Planning, Portfolio Management, Estate Planning, Insurance Planning and Risk Management. Jeremy is active in the Vancouver business community and a member of Entrepreneurs Organization. Jeremy has been published in Harvard Business Review, an advisor with Enriched Academy, and has successfully completed Wharton’s M&A program.

Gloria Gutman

Professor, Department of Gerontology, Simon Fraser University

Gloria Gutman developed the Gerontology Research Centre and Department of Gerontology at Simon Fraser University (SFU) and was director of both from 1982-2005. She is currently a Research Associate and Professor Emerita at SFU. During her career, Dr. Gutman has held a number of high profile roles including two terms as President of the Canadian Association on Gerontology, President of the International Association of Gerontology and Geriatrics, and President of the International Network for Prevention of Elder Abuse. Currently, she is President of the North American chapter of the International Society for Gerontechnology, Vice-President of the International Longevity Centre-Canada, a member of the CIHR Institute of Aging Advisory Committee and a member of the Research Management Committee of the Canadian Frailty Network.

Moderator

Kirk LaPointe

Editor-in-Chief, Business in Vancouver & Vice-President, Glacier Media

Kirk has led Canadian broadcast, print and media organizations for more than three decades, holding the senior editorial roles at CTV News, Southam News and The Hamilton Spectator. He is a former Ottawa Bureau Chief and General News Editor of The Canadian Press, a former host on CBC Newsworld, the founding executive editor of National Post, the former ombudsman of the CBC, and a host on Roundhouse Radio. He has been Canadian Editor for Billboard Magazine and station manager of CKLN Ryerson, an advisor to the publisher of the Toronto Star, and publisher and editor in chief at Self-Counsel Press. Kirk is currently the Editor-in-Chief at Business in Vancouver and Vice-President of Glacier Media, and he teaches Ethics and Leadership as an Adjunct Professor and Executive-in-Residence at UBC's Graduate School of Journalism.

 

Sponsors

Pacific Blue Cross

Pacific Blue Cross

Raymond James Ltd.

Raymond James Ltd.

Videre

Videre