Wealth Tech Summit 2022 - Canada | Wealth Professional Canada Magazine | 17 May 2022 | Online
Venue
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| Event Date |
Tue May 17 CDT (over 2 years ago)
In your timezone (EST): Tue May 17 1:00am - Tue May 17 1:00am |
| Location | Online |
| Region | Americas |
Details
This summit will share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue and brings together advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.
Speakers
2022 Speakers
Howard Atkinson
President and CEO, Pascal WealthTech
Michael Blicker
Business Product Manager, Croesus
Fatima Boolani
Co Head US Software Equity Research, Citi
John Cossar
Director, Field Technology Services, Manulife Securities
Grant Hicks
President, Advisor Practice Management
Anna Hilberry
Wealth Management Advisor, Portfolio Manager, National Bank Financial Wealth Management
Larry Keating
President, NPC
Jason Pereira
Partner & Senior Financial Consultant, Woodgate Financial Inc.
Jacqueline Porter
CFP, Carte Wealth Management
Ali M. Qureshi
Chief Revenue Officer & Co-Founder, SideDrawer
James Rockwood
Founder & CEO, CapIntel
Jeff Thorsteinson
Head of Practice Management, Agora Dealer Services Corp.
Sponsors & Partners
2022 Partners
GOLD PARTNERS:
• Agora
• Pascal WealthTech
• Side Drawer
SILVER PARTNER:
• Creosus
BRONZE PARTNER:
• Mako Fintech