MMI Toronto Wealth Management Summit 2023 | Money Management Institute (MMI) | 18 April 2023 | Virtual

Join colleagues from across the Canadian wealth and asset management ecosystem on April 18 & 19 for timely discussions on a range of critical topics, including:

• A macro view of key trends in the Canadian wealth management space
• Delivering personalized portfolios – balancing scale, flexibility, and efficiency
• Harnessing the power of emerging technologies to accelerate growth
• The latest developments on the regulatory front – and a look ahead
• The advisor perspective on the evolving client-advisor dynamic – and where top advisors are focusing now
• Navigating human capital challenges in the current environment

2023 Speakers

FEATURED SPEAKER:

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

SPEAKERS:

Arlen Oransky
Executive Vice President, Chief Membership Officer, Money Management Institute

Jan Gundersen
Senior Product Management Manager, Capital Group

Stuart Thompson
Vice President, National Accounts, Capital Group | Canada

Amar Ahluwalia
Co-Founder and CEO, OneVest

Leo Purcell
President & Chief Executive Officer, Comarm Solutions

CONFERENCE CO-CHAIRS:

Danny Kabeya
Divisional Director, Eastern Canada, Russell Investments

Michael Lynds
Managing Director, Head of Retail Business, Picton Mahoney Asset Management

MODERATORS:

Kristin Parker
Director, National Accounts, Sun Life Global Investments

Drew Brown
Vice President, Wealth Consulting, CGI

PANELISTS:

Christina Di Rosa
CIM, Associate Branch Director, RBC Dominion Securities

Caroline Laflamme
Founder, Orac Recrutement Stratégique

Dawn McBratney
Head, Wealth Channel Sales and Account Management, Envestnet Data & Analytics

Scott Starratt
CFP, Investment Advisor, Portfolio Manager, Starratt Wealth Management, Canaccord Genuity

Laura Tutte
BBA, CFP, Senior Investment Advisor, TD Wealth Private Investment Advice

2023 Sponsor

• CGI