|Event Date||Tue May 18 EDT (over 1 year ago)|
The WP WealthTech Summit is here to share the insights advisors need to future-proof their investments and practices, help them 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.
WP’s WealthTech brings together advisors, technology firms and experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for tomorrow, build stronger portfolios and revolutionize the future of advice.
Executive Partner, QWealth Partners
Partner and Senior Financial Planner, Spring Financial Planning
Robert Di Iorio
Vice President & Portfolio Manager, RBC Dominion Securities
Founder, RIA Digital Assets Council (RIADAC)
VP, Sales & Marketing, Conquest
Partner & Senior Financial Planner, Woodgate Financial - Host, Fintech Impact Podcast
Founding & Executive Partner, QWealth Partners & President & CEO, ETF Capital 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.
• Qwealth Partners
• Pascal WealthTech
• FinTech Impact