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

REGISTER NOW

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package