Inside ETFs 2022 - Canada | Informa Connect | 16 October 2022 | Hilton Toronto, 145 Richmond St W, Toronto, ON M5H 2L2, Canada

Join 350+ financial advisors, ETF issuers, analysts, brokers, indexes, exchanges, banks, investment consultants and more.

Why 150+ advisors attend?

Financial advisors get exclusive access to learning and networking opportunities you won't find anywhere else.

Enjoy breakfast workshops on specialized subjects and kick off the event with the ETFs University for a practical introduction on how to plug in to ETFs.

Advisors attended the virtual event in 2020 from: CIBC Wood Grundy, HollisWealth, Richardson GMP, ScotiaBank, Wellington-Altus and more!

2022 Speakers

Cynthia Leach
Assistant Chief Economist, RBC

Daniel Straus, PhD, M.Fin.
Director, ETFs & Financial Products Research, National Bank of Canada Financial Markets

Gillian Stovel Rivers, MA, CFP, CEA
Senior Wealth Advisor, Surround Wealth Advisors (Assante Financial Management Ltd.)

Jason Pereira
Partner, Senior Financial Planner and Portfolio Manager, Woodgate Financial

Pat Dunwoody
Executive Director, Canadian ETF Association

Simona Mocuta
Chief Economist, State Street Global Advisors

Sean Alloca
Editor in Chief, ETF.com

Colin Andrews, MBA
Sr. Wealth Advisor & Portfolio Manager, The CM Group | CIBC Wood Gundy

Howard Atkinson
President and CEO, PascalWealthTech

Eric Balchunas
ETF Analyst, Bloomberg Intelligence

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Tammy Cash
Head of Marketing, Americas, Vanguard

Joseph Curry B.Sc., CFP, CHS
President, Matthews + Associates

Pierre Daillie
Managing Director, AdvisorAnalyst.com

John Davi
Founder & Chief Investment Officer, Astoria Portfolio Advisors

John De Goey
Portfolio Manager, Wellington-Altus Private Wealth Inc.

Bill DeRoche, MBA, CFA
Chief Investment Officer, AGF Investments LLC, and Head of AGFiQ Alternative Strategies, AGF Investments LLC

Margaret Dorn
Senior Director, Head of ESG IndicesNorth America, S&P Dow Jones Indices

Christopher J. Enright CIM®, FCSI®
President & Managing Director, Aligned Capital Partners

Ahmed Farooq, CIMA®, CFP,
Senior Vice President - Head of Retail, Franklin Templeton

Yann Furic, M.Sc., CFA
Senior Portfolio Manager Asset Allocation and Alternative Strategies, Financière des professionnels

Carl Gomez
Chief Economist & Head of Market Analytics Canada, CoStar

Daniel Gonzalez
Analyst, Wealth Management Practice
Javelin

Martin Grosskopf, MBA, MES
Vice-President and Portfolio Manager, AGF Investments Inc.

Mary Hagerman
Portfolio Manager and Investment Advisor, Raymond James

Krista Hicks
SVP, Business Development, Horizons ETFs

Allan Janssen
Editor, Special Projects, Investment Executive

Meaghan Kelly
VP, Strategic Communications, Research & Product Innovation, AGF Investments

Ayla Kremb
Head of Education Committee, Global Digital Asset & Cryptocurrency Association

Victor Kuntzevitsky, CFA, CAIA
Associate Portfolio Manager, Wellington-Altus Private Counsel

Sam Lichtman CFP
Financial Planner, Achieve Wealth Management

Julie Littlechild
Founder, Absolute Engagement

Jenny Ma
Director, Equity Research, BMO Capital Markets

Linda Ma
Analyst, ETFs & Financial Products, National Bank of Canada Financial Markets

Ken MacNeal
Portfolio Manager & Investment Advisor, Richardson Wealth

Dan Mercurio
Chief Revenue Officer, Sig Fig

Rajeshni Naidu-Ghelani
Assistant Editor for Globe Advisor, The Globe and Mail

Tim Nash
Founder, Good Investing

Jonathan Needham, CIM
Vice President, TD Asset Management Inc.

David P. O'Leary, CFA, MBA
Founder and Principal, Kind Wealth

Laura Paglia
President and CEO, The Investment Industry Association of Canada (IIAC)

Greg Phillips
Financial Advisor, Catalyst Asset Management at Raymond James Ltd.

Veronika Popova, CFA
Director ETF Strategy, CI

Stuart Raftus
Executive Vice President & Chief Administrative Officer, Canaccord Genuity Group Inc.

Sucheta Rajgapol
Investment Advisor & Portfolio Manager, Research Capital Corporation

Yves Rebetez, CFA
Partner, Credo Consulting

Andres Rincon, CMT
Director, Head of ETF Sales & Strategy, TD Securities

Sam Rook CIM
Senior Portfolio Manager, Rook Wealth Management Group

T. Scott Sather, CFP®, CIM, FMA
Portfolio Manager-Awaken Investments of Aligned Capital Partners Inc., Financial Planner- Awaken Wealth Management Ltd.

Melissa Shin
Editorial Director, Advisor’s Edge and Investment Executive

Liz Simmie
Co-Founder, Honeytree Investment Management

Renée Sylvestre-Williams
Finance and Business Reporter, Author

Laura Tase, CFA, MBA
Director, BMO GAM

Vlad Taveski
Chief Operating Officer and Head of Product, Purpose

Kendra Thompson
Consulting Partner, Deloitte

Kaitlin Thompson, CFA
VP Product Strategy, Evolve ETFs

William Trout
Director of Wealth Management, Javelin Strategy & Research

Roelof van Dijk
Executive Director, Real Estate, Canadian Real Estate Forums, Informa Connect

Dave Wahl
Director and Senior Portfolio Specialist, ClearBridge Investments (a Franklin Templeton Company)

Michael Zagari, FCSI, CIM, CIWM
Associate Portfolio Manager, Mandeville Private Client Inc.

2022 Sponsors

GOLD SPONSORS:
• Franklin Templeton
• AGF Investments Limited

SILVER SPONSORS:
• State Street Global Advisors
• TD Asset Management

BRONZE SPONSOR:
• S&P Dow Jones Indices