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Event Date Tue Nov 30 AST - Wed Dec 1 AST (in 3 days)
In your timezone (EST): Tue Nov 30 7:00am - Wed Dec 1 4:00pm
Region Americas
Details

Join us for the event of senior executives and key industry influencers share their insights and perspective on what firms must do to succeed and thrive in this period of unprecedented – and seemingly unrelenting – change.

Still grappling with the ongoing impact of the COVID pandemic, the Canadian wealth management industry is also facing a trifecta of powerful forces – demographics, technology, and regulation – that are creating new challenges and opportunities at an accelerated pace.

Join us to explore what it all means for advisor and investor engagement, manager and dealer service models, and platform and product offerings. You’ll engage with leaders and peers from top wealth and asset management firms to share information, knowledge, and opinions. Be part of the dialogue as we collectively keep our “eyes ahead” and focus on the opportunities in front of us.

Speakers

2021 Speakers

Arlen Oransky
SVP, Chief Membership Officer, MMI

Goshka Folda
President & CEO, Investor Economics; Global Head of Research, ISS Market Intelligence

Prema K.R. Thiele
Partner and National Group Head, Corporate & Capital Markets, Borden Ladner Gervais LLP

Ric Edelman
Founder, Digital Assets Council of Financial Professionals (DACFP)

John Sweeney
Founder and Managing Partner, Momentum Capital Partners, LLC

CO-CHAIRS:

Barbara Foy-Pilchner
Managing Director, Manulife Asset Management

Michael Lynds
Managing Director, Picton Mahoney Asset Management

PANELISTS:

Scott Starratt
SVP, Portfolio Manager, Canaccord Genuity Wealth Management Canada

Jesse Steiner, M.A., CIM
Vice President and Investment Advisor, TD Private Wealth

Michael Zagari, FCSI, CIM, CIWM
Financial Security Advisor, Investment Advisor, Mandeville Private Client Inc.

Amar Ahluwalia
CEO and Co-Founder, OneVest

Jamie Coulter
Executive Vice President, Head of Wealth Management, Raymond James Ltd.

Tisha Lawton
Vice President, Product Solutions, Fidelity Clearing Canada

Raj Lala
President and CEO, Evolve Funds

Sean O’Brien
Executive Vice-President, iA Wealth

MODERATORS:

Tina Downing
Senior Director, Lead, Business Consulting, Russell Investments

Stuart Thompson
VP, Senior National Accounts Manager, Capital Group | Canada

Barbara Foy-Pilchner
Managing Director, Manulife Asset Management

Sponsors & Partners

2021 Sponsors and Partners

MMI TITANIUM PARTNER:
• Invest Cloud

PLATINUM PARTNER:
• Envestnet

COBALT PARTNER:
• Charles River

LEADERSHIP SPONSOR:
• Refinitiv