Leadership & Tech Summit 2018 | Key Media | 30 May 2018 | The Westin Harbour Castle, 1 Harbour Square, Toronto, ON M5J 1A6, Canada
Venue
The Westin Harbour Castle
The Westin Harbour Castle, 1 Harbour Square, Toronto, ON M5J 1A6, Canada
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Wed May 30 EDT (over 6 years ago) |
| Location |
The Westin Harbour Castle
1 Harbour Square, Toronto, ON M5J 1A6, Canada |
| Region | Americas |
Details
Navigating the digital age: empowering financial advisor through technology for practice management efficiency, servicing clients and marketing
Disruption. That’s what’s happening to the Canadian wealth management firms right now. New digital developments and technological advances are changing the business landscape like never before. In order to navigate that landscape, you need some help. That’s where the inaugural Wealth Professional Summit: Leadership and Tech 2018 comes in.
Brought to you by Wealth Professional Magazine, this essential event – specifically designed for Canadian financial advisors – is your big chance to harness this digital disruption to your advantage.
How can you effectively embrace technology and innovation? How can you take your advisory practice to the next level? How can you stay relevant and competitive in today’s digital world? We’ve got the answers.
Speakers
2018 Speakers
Jason Pereira
Partner & Senior Financial Consultant, Woodgate Financial at IPC Investment Corporation
Alexander L. Martin
Financial Advisor, Craig & Taylor Associates Investment Team at IPC Investment Corporation
Sabaa Quao
President & Founder, Newsrooms
Grant Hicks
National Director, Practice Management, Advisor Practice Management
Chelsey Chartren
Financial Advisor, The Mcclelland Financial Group at Assante Capital Management Ltd.
Brian Laundry
Insurance Consultant, Hollis Insurance Inc.
Matthew Spoke
Ceo & Founder, Nuco; Founder, Aion - the Third Generation Blockchain Network
Rosemary Horwood
Vice President, Investment Advisor, Rosemary Horwood Wealth
Adam Schacter
Financial Advisor, Mandeville Private Client Inc.
Patti Dolan
Portfolio Manager, Sage Connected Investing at Raymond James
Michael Katchen
Co-founder & Ceo, Wealthsimple
Julia Chung
Co-founder & Sr. Financial Planner, Spring Financial Planning
Michael Curtis
President, Vision Systems Corp.
Arthur Salzer
Ceo & Cio, Northland Wealth Management
Jerry Butler
President, Queenston Group of Companies
John Cucchiella
Canadian Wealth Management Industry Veteran
Andrew Jenkins
Principal, Volterra
Jesse Jordan
Principal Consultant, Strategic Cybersecurity Services, Mandiant
TTea Nicola
CEO and Co-founder, WealthBar Financial Services
Sponsors & Partners
2018 Sponsors and Partners
DIAMOND SPONSORS:
• PPI
• PPI Wallet
• Wealth Bar
GOLD SPONSORS:
• V
• Equisoft
• Croesus
• Invest Cloud
SILVER SPONSOR:
• CWB
BRANDING PARTNERS:
• Advisor Websites
• Onist
• Hos Financial
WP MAGAZINE PARTNERS:
• Ninepoint Partners
• Mackenzie
• Invesco
• Mandeville
• iShares
• Fundserv
• First Trust
• NEI
• Equisoft
• Natixis
• Horizons ETFs
• Franklin Templeton Investtments
• AGF
• Excel Funds
• National Bank Financial Wealth Management
• TMX Toronto Stock Exchange
• CSI Canada Securities Institute