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Event Date |
Thu Oct 13 ADT (about 2 years ago)
In your timezone (EST): Wed Oct 12 11:00pm - Wed Oct 12 11:00pm |
Location |
Sofitel Montreal Golden Mile
1155 Sherbrooke St W, Montreal, Quebec H3A 2N3, Canada |
Region | Americas |
Emerging technologies, changing investor demographics, client relation management, and ESGs – the wealth management industry is rapidly changing and dealing with multiple business opportunities.
2022 Speakers
MAIN SPEAKER:
Alexandre Bilodeau
Gold medalist in freestyle skiing and investment advisor
SPEAKERS:
Sylvain Simpson
President, Croesus
Maria Mantzaras
Application and Data Analyst, Croesus
Lucas D'Alessandro
Training Advisor, Croesus
Annik Voyer
Business Product Leader, Croesus
Nicolas Bush
Training Advisor, Croesus
Raph Bouskila
CEO, Founder Mako Fintech
Johnny Chiello
Vice President, Customer Success, Conquest Planning
Philip Whitford
President, PSTOX
Jean-Philippe Bernard
CRO & Senior Partner, Soljit
Annie Sinigagliese
Vice President and Chief Product Officer, Croesus
Matthieu Cardinal
Vice President, Business Development and Strategic Partnership, Croesus
Michael Blicker
Business Product Manager, Croesus
2022 Sponsors
• FUNDATA
• ORTEC FINANCE
• PSTOX