|Event Date||Tue May 17 EDT (in 4 months)|
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.
2021 Past Speakers
CEO, Pascal WealthTech
VP of Financial Planning, NaviPlan by InvestCloud
Sr. Editor, Wealth Professional
Head of Sales – Wealth, Americas, Refinitiv
Executive Partner, QWealth Partners
Partner and Senior Financial Planner, Spring Financial Planning
Robert Di Iorio
Vice President & Portfolio Manager, RBC Dominion Securities
Partner – Security and Privacy Risk Consulting, RSM Canada
Founder, RIA Digital Assets Council (RIADAC)
President and CEO, Horizons ETFs Management (Canada) Inc.
Associate Wealth Management Advisor, National Bank Financial Wealth Management
CIO, Bitwise Asset Management
VP, Sales & Marketing, Conquest
VP Wealth Innovation, Broadridge
Editor, Wealth Professional Canada Magazine
Partner & Senior Financial Planner, Woodgate Financial - Host, Fintech Impact Podcast
Founding and Executive Partner, Q Wealth Partners
Mark J. Pinto
President & Director, Harbourfront Wealth Management
Global Digital Manager, SEO & Engagement, Key Media
Vice President, Portfolio Manager & Wealth Advisor, RBC Dominion Securities
Chief Evangelist, FMG Suite
President & CEO, Agora Dealer Services Corp.
Branch Manager, Sr. Vice President & Portfolio Manager, Tetrault Wealth Advisory Group, Canaccord Genuity Corp.
Partner, National Wealth & Investment Management Leader, Deloitte Canada