IIAC Catch Up With The Force of WealthTech Conference 2022 | IIAC - Investment Industry Association of Canada | 24 November 2022 | Vantage Venues Conference Centre, 150 King St W, Toronto, ON M5H 1J9, Canada

The confluence of wealth and technology is transforming the investment and asset management industry – from how we invest to how we connect with clients. Join us to hear unique perspectives on how wealthtech can empower advisors and create game-changing opportunities and competitive advantage for firms.
The Investment Industry Association of Canada (IIAC) is the leading national association representing investment firms that provide products and services to Canadian retail and institutional investors.

Our members manufacture and distribute a variety of securities such as mutual funds and other managed equity and fixed income funds and provide a diverse array of portfolio management, advisory and non-advisory services.
Our members trade in debt and equity on all marketplaces, provide carrying broker services and underwrite issuers in public and private markets. They operate in Canadian and global capital markets.

The IIAC represents financial services firms of every size and type including Canadian bank owned dealers, independent and foreign dealers. Through active committee work, regulatory and government submissions and relations, and thought leadership, we are a strong voice for current and future issues that matter and contribute to vibrant, compliant capital markets that create jobs and investor benefits.
We work with domestic and international exchanges, market intermediaries, government and regulatory bodies, educational institutions, and other professional associations.

The IIAC also provides:
• A forum for industry stakeholders to come together to discuss and address current and emerging issues impacting efficient, informed, and compliant markets and its investors.
• Education and continuing education conferences and seminars for CE credit.
• Industry data, tools, templates, surveys, and practical resources

The IIAC is a member of the International Council of Securities Associations (ICSA).

2022 Speakers

Laura Paglia
President and Chief Executive Officer, Investment Industry Association of Canada (IIAC)

Brian Pasalich
Co-founder and Chief Executive Officer, Syntoniq, Inc.

Michael Tracey
Director, Behavioural Science, Scotiabank

Dean Flann
Director Salesforce Delivery, Deloitte

Jasmin Jabri
Managing Director, Investment Management, IIAC

Darie Urbanky
President, CI Financial

Jamie Holland
Senior Vice President, Financial Markets, CGI

Kendra Thompson
National Wealth and Investment Management Leader; Partner, Consulting, Deloitte

2022 Sponsors

BREAKFAST SPONSOR:
• ObjectWay

LUNCH SPONSOR:
• Croesus