2020 Women’s Educational Retreat


Event details

We are thrilled to be hosting the Manulife Investment Management Women’s Educational Retreat in Halifax this year at the Lord Nelson Hotel & Suites. As a result of feedback from past attendees, we are taking the Women’s Educational Retreat national this year! Join us May 12-14 for the 2020 Women’s Educational Retreat.

We have a great lineup of speakers planned including two of our very own who were recognized by the Women’s Executive Network as two of Canada’s Most Powerful Women: Top 100 in 2019:

  • Catherine Milum, Head of Wealth Sales, Wealth & Asset Management, Canada; and
  • Frances Donald, Chief Economist & Head of Macroeconomic Strategy.

We are also excited to have special guest speaker Tammy Holland, Holistic Life Coach and certified yoga instructor join us at the retreat to teach us about the energizing and restorative powers of Curious Yoga and exploring the daily habits of exquisite self-care.

Check out Tourism Halifax’s site to discover why Halifax is the perfect Canadian getaway. We can’t wait to see you in beautiful Halifax!

Host hotel

Lord Nelson Hotel and Suites

1515 South Park St., Halifax, Nova Scotia B3J 2L2

Special negotiated room rate: $249 +tax and 2% tourism fee


  • Check in time is 3 p.m. Check out time is 12 p.m.
  • Parking at the hotel is $28.00 per day for self-park or $40.00 for valet per day 


  • Manulife will cover all activities and meals within the official conference program.
  • The Manulife events team will coordinate all reservations with our host hotel; however, attendees are responsible for paying for their own guestroom and incidentals, as well as the cost of getting to and from the event.
  • Extended room stays are available for the rate of $249.00 +tax per night plus a 2% tourism fee for 3 days pre- and post-conference (subject to availability). Further information will be provided once your registration is confirmed.


Program registration will open on Wednesday, March 11, 2020, at 2 p.m. EST. Your Manulife Investment Management sales representative will contact you with registration details.

Agenda (Subject to change)

Day 1 – Tuesday, May 12, 2020

Time Session
5 p.m. Onsite registration

Networking event

  • Introduction
  • Round table discussion on best practices to grow your business
Evening Dinner

Day 2 – Wednesday, May 13, 2020

Time Session
7 - 8 a.m. Optional Group Activity – Curious Yoga
8 - 9 a.m. Breakfast and guest speaker Tammy Holland, Holistic Life Coach

Advisor Business Sessions – onsite at the hotel

  • Macro-economic overview

Portfolio manager presentations & panel discussions

Afternoon Lunch

Advisor Business Sessions – onsite at the hotel

  • Portfolio manager presentations

Tax, retirement and estate planning    

Afternoon Free time
Evening     Dinner off-site

Day 3 – Thursday, May 14, 2020

Time Session
Morning Breakfast and departures

A more detailed agenda will be available approximately 3 weeks prior to the event. 

For more information on Manulife Investment Management’s 2020 Women’s Educational Retreat, please contact the Manulife Conference Planning Team.