Venue
Toronto Board of Trade
Toronto Board of Trade, 91 Skyway Ave Unit 101, Etobicoke, ON M9W 6R5, Canada

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Event Date Tue Jun 7 EDT (in 9 days)
Location Toronto Board of Trade
91 Skyway Ave Unit 101, Etobicoke, ON M9W 6R5, Canada
Region Americas
Details

The 2022 Upcoming Event will be IFIC’s first-ever hybrid event! Join us for a day that is filled with industry-relevant panels. The in-person aspect of the event will take place at the Toronto Board of Trade. We will also offer a virtual option for attendees. More details coming soon!

Speakers

2022 Speakers

Melissa Leong
Bestselling Author and Personal Finance Expert

Paul Bourque
President & CEO, IFIC

Russ White
Director, Product Management, Fundserv

Aidan Coulter
Industry Engagement Lead, Fundserv

MODERATORS:

John Adams
Chief Executive Officer, Primerica Financial Services (Canada) Ltd.

David F. Howarth, CPA CA
Senior Vice President, Operations, PFSL Investments Canada Ltd.

Josée Baillargeon
Senior Policy Advisor, Taxation, The Investment Funds Institute of Canada

Parham Nasseri
VP of Regulatory Strategy & Partnerships, InvestorCOM

PANELISTS:

Chris Boyle
Senior Vice President, Head of Global Institutional, Dealer Engagement and Partnerships, Mackenzie Investments

Oricia Smith
President, Sun Life Global Investments and Senior Vice President, Investment Solutions, Sun Life Canada

Karin Yorfido
General Manager, GTO Canada Broadridge

Paul Boddaert
Director of Dealer and Industry Relations, Mackenzie Investments

Eric Lapierre
Assistant Vice-President and Senior Counsel, Mutual Funds and Regulatory Initiatives Manulife

Dara Moore
Associate Vice President, Regulatory and Operations Compliance, AGF Investments Inc.

Sarvjeet Pamenter
Director, Transfer Agent, Capital Markets, FIS Financial Solutions, Franklin Templeton Investments Canada

Ravi Ramaswamy
Vice President, Global Shareholder Services, Franklin Templeton Investments

Shalomi Abraham
Senior Vice President, Head of Legal - Canada, Assistant General Counsel - Americas Invesco

Keith Evans
Executive Director, CCMA

Russ White
Director, Product Management, Fundserv

Sponsors & Partners

2022 Sponsors

GOLD:
• Temenos

SESSION SPONSORS:
• Broadridge
• CIBC Mellon
• Fundata
• Fundserv

BREAKFAST:
• International Financial Data Services

GENERAL:
• IFSE