The Globe and Mail/SHOOK Top Advisor Summit 2022 | SHOOK® Research, LLC. | 10 November 2022 | The Globe and Mail Centre, 351 King St E #1600, Toronto, ON M5A 0N1, Canada

Best practices, strategies and solutions from leading financial experts.

Join industry experts and the nation's leading financial advisors to learn strategies for success in the shifting financial landscape. Honourees from Canada's Top Wealth Advisors ranking, along with other industry experts, will talk tactics to strengthen client relationships and demonstrate value, develop the right service model, and navigate risk. This must-attend event for financial advisors is CE accredited.

2022 Speakers

Christine LaLiberte
Senior Financial Advisor, Insurance Agent, Insightful Wealth Group, Raymond James

Thane Stenner
CIM®, FCSI® , Senior Portfolio Manager and Senior Wealth Advisor, Stenner Wealth Partners+, CG Wealth Management Canada and USA

An-Lap Vo-Dignard
Senior Vice-President, Portfolio Manager and Investment Advisor, The Vo-Dignard Provost Group, National Bank Financial

Ross Ferrier
Investment Advisor, Commerce Valley Financial Group, CIBC Private Wealth, Wood Gundy

Kurt Rosentreter
Portfolio Manager, Manulife Securities Incorporated, President, Upper Canada Capital

Sami Jo Small
Three-Time Olympian, Co-Founder, Canadian Women's Hockey League

Ryan Fortsch
Principal in Blackstone’s Private Wealth Solutions Group

RJ Shook
Founder and President, Forbes Senior Contributor, SHOOK

Kate Flanagan
Executive Financial Consultant, Flanagan & Associates, IG Private Wealth Management

David Scandiffio
President and Chief Executive Officer, CIBC Asset Management

Sabrina Sareen
Director, National Accounts, Desjardins Wealth Management

Jeanette Boleantu
Senior Wealth Advisor, Marda Loop Financial Group, CI Assante Wealth Management

Jacques Maurice
Senior Wealth Advisor, Scotia Wealth Management

Marvin Schmidt
Founder and Principal of The Schmidt Investment Group,, Senior Wealth Advisor at CIBC Private Wealth

Derek Blakley
Senior Wealth Advisor, Portfolio Manager, Blakely Investment Management, Scotia Wealth Management

Christina Clement
Vice President, Practice Growth & Execution, Richardson Wealth

Callie Almes
Senior Associate VP, Project Leader, SHOOK Research

Pablo Fuchs
Editor, Globe Advisor, The Globe and Mail

Fiona Collie
Program Manager, Business and Financial Products, Globe and Mail

Deanne Gage
Reporter, Globe Advisor

Zach Vaughan
Managing Partner, Brookfield Real Estate Group, Brookfield

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

Erica Alini
Personal Finance Reporter, The Globe and Mail

Charles Edgar Martin,
Senior Portfolio Manager, TD Wealth

Shelly Appleton-Benko
Vice President, Director and Portfolio Manager at Odlum Brown

Fera Jeraj
CTO, CG Wealth Management

James Cowan
Investing and Personal Finance Editor, The Globe and Mail

Jason Nicola
Wealth Advisor, Nicola Wealth

Jason Pereira
Partner, Woodgate Financial Inc.

2022 Sponsors and Partner

GOLD SPONSORS:
• BlackRock
• CG Wealth Management
• CIBC
• Desjardins
• Richardson Wealth

CE PARTNER:
• Learnedly