Venue
Online Event

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 17 EDT (in 4 months)
Location Online Event
Region Americas
Details

Today’s advisor is at a crossroads. Technology is advancing at a rapid pace and changing everything along the way.

This event shines light on better practices and more access to resources for advisors through technology solutions. The aim of the summit is to educate advisors on leveraging technology to revolutionize advice and retain clients It 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.

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

2021 Past Speakers

Howard Atkinson
CEO, Pascal WealthTech

Tom Burmeister
VP of Financial Planning, NaviPlan by InvestCloud

James Burton
Sr. Editor, Wealth Professional

Dan Ciavarella
Head of Sales – Wealth, Americas, Refinitiv

Clive Cholerton
Executive Partner, QWealth Partners

Julia Chung
Partner and Senior Financial Planner, Spring Financial Planning

Robert Di Iorio
Vice President & Portfolio Manager, RBC Dominion Securities

Ryan Duquette
Partner – Security and Privacy Risk Consulting, RSM Canada

Ric Edelman
Founder, RIA Digital Assets Council (RIADAC)

Steve Hawkins
President and CEO, Horizons ETFs Management (Canada) Inc.

Anna Hilberry
Associate Wealth Management Advisor, National Bank Financial Wealth Management

Matt Hougan
CIO, Bitwise Asset Management

Stacie Joosten
VP, Sales & Marketing, Conquest

Joseph Lo
VP Wealth Innovation, Broadridge

Darren Matte
Editor, Wealth Professional Canada Magazine

Jason Pereira
Partner & Senior Financial Planner, Woodgate Financial - Host, Fintech Impact Podcast

Jared Rabinowitz
Founding and Executive Partner, Q Wealth Partners

Mark J. Pinto
President & Director, Harbourfront Wealth Management

Jacob Reeleder
Global Digital Manager, SEO & Engagement, Key Media

Sam Rook
Vice President, Portfolio Manager & Wealth Advisor, RBC Dominion Securities

Samantha Russell
Chief Evangelist, FMG Suite

Robert Smuk
President & CEO, Agora Dealer Services Corp.

Rob Tétrault
Branch Manager, Sr. Vice President & Portfolio Manager, Tetrault Wealth Advisory Group, Canaccord Genuity Corp.

Kendra Thompson
Partner, National Wealth & Investment Management Leader, Deloitte Canada