Canada’s Premier Event for
Estate & Legacy Planning
Thursday October 15, 2026 | Mississauga, ON
Summit 2026
Register Today!
Secure Your Spot for 2026
Last year’s 2025 Summit was Sold Out early.
* You must attend in person to qualify to receive CE Credits. These will be emailed after the Summit.
CEA Members
Summit Rate: $329
NON CEA Members
Summit Rate: $399
Not a CEA?
Certified Executor Advisor (CEA) designation empowers you to engage with Executors, who are:
Become a CEA and distinguish yourself as the professional Canadians need for estate transfer issues
About
Secure Your Future in Estate and Legacy Planning
Join us for a powerful one-day summit created exclusively for financial, legal, and executor advisors looking to deepen their expertise in legacy planning and position their practice for long-term success.
The National Estates & Legacies Summit unites top thought leaders, educators, and industry experts to explore the strategies, structures, and conversations driving meaningful intergenerational estate transfer. From complex estate planning scenarios to the evolving expectations of today’s clients, this event delivers the insights, tools, and frameworks needed to stay ahead of the curve by and build future-ready practices.
Learn how to deepen client relationships, discover high net worth prospects, attract and keep the next generation and make estate planning a core growth driver in your business.
Whether you’re guiding families through multi-generational planning or shaping the future of your own advisory business, this summit offers business development strategies, practical ideas, strategic direction, and meaningful industry connections.
Your Summit Hosts
9
Speakers
5
Networking Sessions
16
Exhibitors
6
CE Credits
2026 Hosts & Speakers
Featured Sessions
Engage with thought leaders shaping the future of legacy planning at the National Estates & Legacies Summit.
Join best-selling Canadian authors, industry experts, educators, media personalities, columnists, and seasoned coaches as they share cutting-edge strategies and forward-thinking insights in estate and legacy planning.
Your Hosts
Mark O’Farrell
CICEA, cEO
Daniel Collison
Advice2Advisors, Managing Partner
All Speaker Presentations will be available for download at the end of the Summit.
Mark O’Farrell Daniel Collison Kimberly Whaley Nathan Spaling Dr. Richard Shulman Adam Gordon Melanie Russell Amanda Richards Kait O’Reilly
Approval Pending for 6 CE Credits
This event is pending approval for six (6) CE Credits with IAFE, and in their opinion meets the established requirements for CE from the MFDA, FP Canada, CSI, CIFP, and CIRO (formerly IIROC). Upon arrival at the Summit, Attendees need to check in to ensure they receive their name tag and full CE accreditation. CE Certificates will be sent electronically following the Summit.
Summit Agenda
The National Estates & Legacies Summit is a one-day, action-packed experience designed to be both practical and empowering giving advisors the knowledge, confidence, and tools to better serve their clients and grow their practice.
This dynamic event features engaging keynote presentations and expert discussions led by some of the brightest minds in estate planning, education, and legacy development.
8:00 am – 8:30 am Registration + Breakfast Networking Break
Ease into the day with coffee, breakfast, and early conversations with fellow attendees.
8:30 am – 8:45 am Welcome + Opening Remarks
Hosts Mark O’Farrell and Daniel Collison will introduce the day and outline what’s ahead.
8:45 am – 9:30 am Speaker: Daniel Collison
Topic: “The Legacy Conversation: How to Talk About What Matters Most“
9:30 am – 10:15 am Speaker: Kimberly Whaley
Topic: “Keeping Executors Out of Court: Duties, Red Flags and Practical Guidance for Advisors”
10:15 am – 10:45 am Nutrition Networking Break
Take a break to connect with speakers, sponsors, and other attendees.
11:30 am – 12:15 pm Speaker: Adam Gordon
Topic: “Fiduciary Stories – What are clients facing today and how can we help?“
12:15 pm – 1:10 pm Lunch + Networking
Enjoy a delicious Italian lunch while continuing discussions with your peers. (Sponsored by NotaryPro)
1:10 pm – 1:15 pm Welcome + Afternoon Kickoff
Join Mark and Dan as they kick off the afternoon sessions, re-energize the group, and introduce what’s coming up next.
1:15 pm – 2:00 pm Speaker: Melanie Russell
Topic: “Why Valuation is Relevant in Estate Matters. A Need-to-Know Guide for Advisors.“
2:45 pm – 3:15 pm Nutrition Networking Break
Take a quick refreshment break and mingle with speakers, sponsors, and fellow attendees before diving into the final sessions.
3:15 pm – 4:00 pm Speaker: Kait O’Reilly
Topic: “Work Less, Achieve More: The Technology Toolkit“
4:00 pm – 4:45 pm Speaker: Mark O’Farrell
Topic: “Monetizing Your CEA Pays Dividends for Everyone“
4:45 pm – 5:00 pm Closing Remarks
Hosts Mark O’Farrell and Daniel Collison will wrap up the day.
5:00 pm – 6:00 pm Chartwell Mixer Networking Reception
Unwind, connect, and continue the conversation with peers and speakers over a drink and light fare. ‘Welcome to the Party!’ (Sponsored by Chartwell Retirement Residences)
8:00 am – 9:00 am Registration + Breakfast Networking Break
Ease into the day with coffee, breakfast, and early conversations with fellow attendees.
9:00 am – 9:10 am Welcome + Opening Remarks
Hosts Mark O’Farrell and Daniel Collison will introduce the day and outline what’s ahead.
9:15 am – 10:0 am Speaker: Daniel Collision
Topic: “Estate Conversations That Convert: What to Ask, When to Ask, and Why It Works”
10:05 am – 10:25 am Networking Break
Take a break to connect with speakers, sponsors, and other attendees.
10:30 am – 11:20 am Speaker: Barry Gordon
Topic: “Effective Management of the Most Challenging Part of the Estate – Property & Contents”
11:25 am – 12:15 pm Speaker: Namratha Sankar Associate Lawyer O’Sullivan Estate Lawyers
Topic: “It’s Complicated: Estate Planning and Administration for the Blended Family”
12:15 pm – 1:15 pm Tuscany Lunch + Networking
Enjoy a delicious Italian lunch while continuing discussions with your peers.
1:20 pm – 1:30 pm Welcome + Afternoon Kickoff
Join Mark and Dan as they kick off the afternoon sessions, re-energize the group, and introduce what’s coming up next.
1:30 pm – 2:20 pm Speaker: Carl Rumanek
Topic: “Navigating the Most Treacherous Executor Waters: Insufficient Assets”
2:25 pm – 3:15 pm Speaker: Michelle D. Coleman
Topic: “Traversing the Fog: Foreign Twists in Canadian Estate Filings – Questions to Ask to Provide Guidance to Executors”
3:15 pm – 3:35 pm Networking Break
Take a quick refreshment break and mingle with speakers, sponsors, and fellow attendees before diving into the final sessions.
3:40 pm – 4:30 pm Speaker: Mark O’Farrell
Topic: “How to Eat an Elephant? (Making the Impossible Possible!)“
4:30 pm – 5:30 pm Exhibitors Reception Sponsored by Chartwell
Unwind, connect, and continue the conversation with peers and speakers over a drink and light fare.
Our 2026 Sponsors
Thank you to our Sponsors for helping making this year’s Summit a success!
Summit 2026 line up of Sponsors is underway. Please check back with us for updates!
Conference Sponsors
PLATINUM SPONSOR
BRONZE SPONSORS
LUNCH SPONSOR
EXHIBITORS RECEPTION SPONSOR
SUMMIT
HOSTS
MEDIA SPONSOR
Become a Sponsor or an Exhibitor
Sponsoring the National Estates & Legacies Summit is your opportunity to align with Canada’s premier event for estate and legacy planning. Connect directly with the professionals shaping the future of the industry. Our sponsorship packages are designed to give your brand high-impact visibility and targeted exposure to:
As an Exhibitor, you’ll have the opportunity to build relationships, share your expertise, show off your product 1st hand and position your brand at the center of the national estate and legacy planning conversation.
Venue
Mississauga Grand Banquet and Event Centre
35 Brunel Road Mississauga ON L4Z 3E8
Our second annual National Estates & Legacies Summit will be hosted at the elegant Mississauga Grand Banquet & Event Centre. A modern and spacious venue located in the heart of Mississauga, Ontario.
Conveniently situated just 10 minutes from Toronto Pearson International Airport, and easily accessible from Highways 401, 403, and 407, the venue is ideal for both local and out-of-town attendees. Public transit access is excellent, with Hurontario Street right outside and close proximity to GO bus and train stations, including Port Credit GO.
The venue is surrounded by top amenities:
* Just minutes from Heartland Town Centre and Square One Shopping Centre
* Two nearby hotels within a 5-minute walk for overnight stays
* 600 complimentary on-site parking spaces
This central location combines accessibility, comfort, and convenience making it the perfect setting to connect, learn, and grow.
Hyatt Place Mississauga Toronto
5787 Hurontario Street, Mississauga, Ontario L4Z 2H7 Tel: 1-289-815-1234
Rates include a hot and fresh breakfast buffet, self-parking and WIFI
Hilton Garden Inn Mississauga Toronto
100 Traders Boulevard, Mississauga, Ontario L4Z 2H7 Tel: 1-905-890-9110
15% discount off Flexible Rate
Displays as MISSISSAUGA GRAND EVENT BANQUET CENTRE rate first
Moments from 2025
Thank you! Our inaugural National Estates & Legacy Summit was sold out. The Summit was a full day of valuable information between the Speakers and Networking Opportunities. We heard you, we sold out too early. We are doubling the Summit size for 2026 to fulfill the needs of Legacy & Estate Planners & Advisors.
You have questions?
We have answers!
Are you wondering if the National Estates and Legacies Summit is only for Certified Executor Advisors? No, it is also for industry members to learn why it is important to become a Certified Executor Advisor.
