The Future of Digital Advice Conference 2018 | Ivey Business | 16 April 2018 | Scotiabank Centre, 1800 Argyle St, Halifax, NS B3J 2V9, Canada

Are you ready to help define the future of financial advice? Popularized by the term “robo-advice,” the application of digital technology to financial advice is poised to disrupt the profession and, by extension, clients, advisors, dealers, intermediaries, product providers and regulators. The very mention of robo-advisors seems to strike fear in the heart of the financial services industry yet our research suggests that the future of financial advice is a human advisor complemented by digital collaboration.

During this conference, sponsored and organized by the Scotiabank Digital Banking Lab, industry leaders and experts will discuss the myths and realities of digital advice – including their visions for the future. The conference will include a sneak peek at some of the applications leading the way in Canada. In keeping with the phrase “The best way to predict the future is to invent it”, we will be looking for a strong audience participation. Be a part of inventing the future for financial advice in Canada.

2018 Speakers

Phil Barrar
Founder & CEO, Mylo

Sue Britton
CEO & Co-Founder, FinTech Growth Syndicate

Randy Cass
Nest Wealth

Pat Chaukos
Deputy Director, OSC LaunchPad, Policy

William Donegan
Chief Compliance Officer, Advisory Services, Manulife Financial

Chris Enright
Aligned Capital Partners

Glen Gowland
Senior Vice President & Head, Asset Management, Scotiabank

Chuck Grace
Associate Director, Scotiabank Digital Banking Lab, Ivey Business School at Western University

Manav Gupta
IBM Distinguished Engineer & Master Inventor, Cloud Native Competency Leader - Europe

Lina Ismail
Thinki3

Sandra Kegie
Executive Director, Federation of Mutual Fund Dealers

Bonnie Kim
ThreeLefts

Julie Mansi
Partner, Borden Ladner Gervais LLP

Greg Pollack
President and CEO, Advocis

Romeo Ware
ThreeLefts

Amelia Young
Founder, Upside Consulting Group Inc.