Speakers
Symposium
Andrew Cairns
Business Development Manager, HomeEquity Bank
Aravind Sithamparapillai
Ironwood Wealth Management Group
Braden Warwick
Wealth Management Research Associate, PWL Capital
Brandi Bailey
Vice President of Marketing, Plan Well Guide
Bruce Moir
Westcoast Actuaries
Christina Clement
VP, Practice Growth & Execution
Dalyce Seitz
Principal, Portfolio Manager, Private Clients & Foundations
Darrell Jacobsen
Managing Partner, Advisor Hunt
Greg Chant
Principal, Portfolio Manager, Private Clients & Foundations
James Dungate
Principal, Investment Funds, Leith Wheeler
Jason Pereira
Panel Speaker
John Novachis
EVP Growth and Development, Investment Planning Counsel
Johnathan Ciliberto
Managing Director, Advisor Hunt
Kristi Chambers
Program Advisor, Strategic Coach
Larry Keating
President & CEO, NPC DataGuard
Mark McGrath
FP & Investment Advisor, PWL Capital Inc.
Meagan S. Balaneski
Certified Financial Planner
Meghaan Lurtz
Professor of Practice at Kansas State University
Michael Konopaski
Director and Chief Financial Officer, Designed Wealth Management
Michael Steepe
Owner, CEO and Chief Compliance Officer of Steepe & Co. Ltd.
Peter Bowen
Vice-President, Tax and Retirement Research
Preet Banerjee
Behavioural Finance Expert
Robb Engen
Advice-only financial planner
Sally Arkell Boles
High Performance Leadership Coach and Mentor
Spenser McCaig
Leader, Individual Pension Plan team, Westcoast Actuaries
Tayler Sawchuk
Yoga Instructor
Unaiz Bawa
Taxtastic Approach to Estate Planning, Canada Life
AED
Barry Rendell
Advanced Case Consultant, Canada Life
Clinton Rebec
Vice-President, Investment Counsellor, Cardinal Management
Geoff Lang
Equiton Partners Inc.
Gord Ross
Professional Sales Leader, W.A. Robinson
Ilan Kolet
Institutional Portfolio Manager, (GAA) Fidelity Investments.
Jack Aquino
W.A. Robinson
Lilly Tzvetkova
Co-Head of U.S. Equities & Portfolio Manager, CWB Wealth
Michael Van Lierop
President & Founder of New Outlook Wealth
Soheil Mahmoozadeh
CWB’s Chief Econometrician
Tayler Sawchuk
Yoga Instructor
Will Granleese
Antrim Balanced Mortgage Fund