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Event Date Tue May 18 EDT (over 1 year ago)
Location Online
Region Americas

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.


2021 Speakers

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

Ric Edelman
Founder, RIA Digital Assets Council (RIADAC)

Stacie Joosten
VP, Sales & Marketing, Conquest

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

Jared Rabinowitz
Founding & Executive Partner, QWealth Partners & President & CEO, ETF Capital 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.

Sponsors & Partners

2021 Partners

• Qwealth Partners

• Agora
• Pascal WealthTech
• Refinitiv

• FinTech Impact