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Event Date | Fri Sep 8 EDT - Sat Sep 9 EDT (over 1 year ago) |
Location |
Metro Toronto Convention Centre
4 Simcoe St, Toronto, ON M5J 2N1, Canada |
Region | Americas |
Attend and Acquire Insightful Advice to Navigate Market Volatility with Confidence
In this hyper-volatile environment, only those with the right knowledge will be well-positioned to protect their wealth, yet at the same time, take advantage of opportunities ahead. During uncertain times like these, it pays to have in-depth knowledge about the markets and the forces driving them from experts who have successfully navigated turbulent times before and have proven themselves over numerous market cycles. At this event, our mission is simple: to impart proven, practical strategies so every investor—whether long term or short, aggressive or risk averse, income or growth oriented—can leave more knowledgeable and fully equipped to achieve success and profitability in the markets in good times and bad.
• ETF Tips, Tools, and Tactics for Canadian Investors
• Updated Asset-Allocation Strategies for Volatile Markets
• How to Use Options for Income, Profits, and Protection
• Savvy Solutions for Investors Seeking Reliable Monthly Cashflow
• Steps for Evaluating Real Estate Investment Risks and Rewards
• Rising Rates: Capturing Megatrends Via Thematic Investing
What You Will Experience?
• Meet and Greets with Experts
Get to know your favorite speakers better, take selfies with them, engage them in conversation, and interact with them on a more-personal level.
• Attend Networking Receptions
At the end of a productive day of absorbing profitable insights, relax and unwind over casual drinks with your fellow market enthusiasts.
• Book Signings with Popular Speakers
Pick up an autographed copy of the latest book by your favorite speaker/author and ask them specific questions to supercharge your investing or trading.
• Visit the Interactive Exhibit Hall
Browse, comparison shop, and “test-drive” best-in-class financial tools, technological innovations, and investment opportunities—all under one roof.
• Live Market Analysis & Demos
Watch the experts identify promising opportunities and show you step-by-step how they execute their entries and exits.
• In-Depth Workshops
Make the biggest strides in the shortest amount of time with these 45-minute sessions, which deliver the highest-caliber investing and trading education.
2023 Speakers
Ardi Aaziznia
Growth & Risk Manager, Peak Capital Trading
Darim Abdullah
Vice President, ETF Strategist, Invesco
Erin Allen
VP, Online ETF Distribution, BMO ETFs
Andrew Aziz
Founder, Bear Bull Traders
Adrian Bar
Founder & Influencer, Canadian in a T-Shirt
Dalia Barsoum
Founder, Streetwise Mortgages & Streetwise Wealth
Brandon Beavis
CEO, The Investing Academy
Marc Beavis
Contributor, The Investing Academy
Greg Beischer
President and CEO, Alaska Energy Metals
Daniel Bellware
Senior Manager, Investor Relations, Aflac Incorporated
Brian Belski
Chief Investment Strategist, BMO Capital Markets
Mark Benzaquen
Principal, Investor Education, OCC/The Options Industry Council
Christopher Berlet
President, CEO, & Director, Stakeholder Gold Corporation
Rohan Bhargava, CFA
Vice President, TD Asset Management Inc.
Kevin Bidner
CEO and Founder, HCN
Dino Bourdos
Head of Investment Solutions and Portfolio Manager, Guardian Capital
Andrei Bruno
Director, ETFs, Fidelity Investments Canada
Jonathan Chevreau
Columnist, MoneySense
Aaron Dunn
Senior Equity Analyst, KeyStone Financial
David Edey
Author, The Executor Help: How to Settle an Estate
Justin Flowerday, CFA
Managing Director, Head of Fundamental Equities, TD Asset Management Inc.
Derek Foster
Author, The Idiot Millionaire
Patrick Francey
Chief Executive Officer, The Real Estate Investment Network
JG Francoeur
Chief Growth Officer, The Real Estate Investment Network
Stephen Galey
Director, Wealth Solutions Group, CIBC Capital Markets
Tim Gallagher
CEO, Music Royalties Inc.
Thomas George
President, Grizzle
Carl Gomez
Chief Economist and Head of Market Analytics, CoStar Group
Chris Hamm
Senior Partner & Realtor, Connect.ca
Lisa Hannam
Executive Editor, MoneySense
Thomas Hartmann-Boyce
Client Portfolio Manager, ARK Invest
Toby Heaps
CEO & Editor-in-Chief, Corporate Knights
Markus Heitkoetter
CEO, Rockwell Trading Services, LLC
Richard Ho, CAIA, DMS, FCSI
Vice President, ETF Distribution, BMO Global Asset Management
Norman Holmes
Vice President, Drake Financial Ltd.
Shay Huang
Founder, Social Media Influencer, Humbled Trader
Ryan Irvine
President & CEO, KeyStone Financial
Vince Kraljevic
ETF Strategist, Fidelity Investments Canada
Roxane Lapenna
Vice President and Client Portfolio Manager, TD Asset Management
Mike Larson
Editor-in-Chief, MoneyShow
Graham Mackenzie
Managing Director, Exchange Traded Products, TMX Group
Susan Mallin
Financial Planner and Associate Portfolio Manager, Watt Carmichael
Fred Masters
Author, Lessons on Mastering Money: The Personal Finance Guide for Canadians
Prerna Mathews
Vice President of ETF Product and Strategy, Mackenzie Investments
Ankit Mehra
Associate Portfolio Manager, Mehra Wealth Management, CIBC Private Wealth
Avin Mehra
Senior Wealth Advisor and Senior Portfolio Manager, Mehra Wealth Management, CIBC Private Wealth
David Morrison, BA, JD
Chief Executive Officer and President, Morrison Financial
Michelle Munro
Director, Tax and Retirement Research, Fidelity Investments Canada
Jonathan Needham, CIM, MBA
Vice President & Director, Lead of ETF Distribution, TD Asset Management Inc.
Danielle Neziol
VP Online ETF Distribution, BMO ETFs
Maxwell Nicholson
CEO & Co-Founder, Blossom Social
David O'Leary
Founder, Kindwealth
Sue O'Reilly
Community Ambassador, Toronto Investors and Traders Stocktwits Meetup Group
Simeon Papailias
Co-Founder and Managing Partner, REC Canada
Rory Poole
Director, Alternatives, Fidelity Investments Canada
Kevin Prins
Managing Director, Head of ETF Sales, BMO ETFs
Fausto Pugliese
Founder and President, Cyber Trading University
Lawrence Raponi
Associate Vice-President, Private Capital Markets, Equiton
Keith Richards
President, Chief Portfolio Manager, ValueTrend Wealth Management
Genevieve Roch-Decter
Founder, Grit Capital
Austin Rogers
Associate Vice-President, Private Capital Markets, Equiton
David Rosenberg
Founder & President, Rosenberg Research
Lana Sanichar
Chief Editor & President, Canadian Money Saver
Elliot Scherer
Managing Director & Global Head, Wealth Solutions Group, CIBC Capital Markets
Gordon Stein
Author, Cashflow Cookbook
Orion Szathmary
CEO, TradeZero Canada
Benjamin Tal
Deputy Chief Economist, CIBC Capital Markets
Marcus Tzaferis
Founder, Cannect
Chris Vermeulen
Founder, TheTechnicalTraders.com
Dave Wahl
Director and Senior Portfolio Specialist, ClearBridge Investments (a Franklin Templeton comp)
John Waters
Vice President & Head of Tax and Estate Planning, BMO Private Wealth Advisors
Chris White
Investment Analyst, Canadian MoneySaver
Alex Wilson
Owner & Broker, RE/MAX Wealth Builders
Hail Yang
Director, BlackRock
2023 Sponsors
DIAMOND SPONSOR:
• Equiton
GOLD SPONSORS:
• Fidelity Investments
• Mackenzie Investments
• TD Asset Management
SILVER SPONSOR:
• BMO
REGISTRATION BAG SPONSOR:
• Aflac
ASSET MANAGEMENT THOUGHT LEADER:
• Franklin Templeton
WORLD OF ETF INVESTING SPONSOR:
• Invesco
ALL-STARS OF OPTIONS THOUGHT LEADER:
• TMX
ROYALTIES THOUGHT LEADER:
• Music Royalties