Speakers
Symposium
Alex Mercer
Product Specialist, Snap Projections
Alvin Cheung
Account Executive, CapIntel
ALY DHALLA
CEO & Co-Founder, Finaeo
Ariel Kutcher
Regional Sales Manager- Canada - Ycharts
Brandi Mills
Dalhousie University
BRIAN LAUNDRY
Industry-leading Insurance Expert
David Buye
Onboarding Specialist, Snap Projections
Dennis Moseley-Williams
Experience Economy Specialist
Diane Everett
Vice-President, Planning Services - PPI
Glenn Stephens
Vice-President, Planning Services - PPI
Graeme Wach
Dalhousie University
James Fraser
Co-Founder Planworth
James Rockwood
CEO & Founder, CapIntel
Jenna Silverberg
Dalhousie University
Kevin Cork
President of TheAbsoluteGroup.com
OLIVER WOODBURN
Tasting Tutor
Peter Bowen
Vice-President, Tax and Retirement Research
Rachel Blumenfeld
Estates, Tax and Succession Planning
ROD BURYLO
IIROC Compliance & FP Canada Responsibility Credit
Shirley Levitan
Family and Fertility Law
Tarsem Basraon
Co-Founder & CEO, Planworth
TAYLER SAWCHUK
Yoga & Fitness Instructor
TERRY RITCHIE
Cross Border Update & Symposium MC
AED
Baris Ozyetis
Assistant Vice President (AVP), Sustainable Investing Solutions
Bob Sewell
President and CEO, Bellwether
Carol Bezaire
Vice President of Tax, Estate and Strategic Philanthropy
Dr. Roger Landry
Preventive Medicine Physician
Greg Valliere
Chief U.S. Policy Strategist, AGF Investments
Howard Atkinson
Chief Executive Officer, Pascal WealthTech
Jurrien Timmer
Director of Global Macro, Fidelity Investments
Kathy McMillan
Director, Wealth Management & Portfolio Manager
PETER CISHECKI
Advanced Education Day MC
Scott Stennett
Chief Operating Officer and a Director for Richardson Wealth Limited
Som Seif
Founder & CEO of Purpose Investments
Steve Meehan
Chairman, Bellwether Investment Management Inc.
TAYLER SAWCHUK
Yoga & Fitness Instructor