Speakers

Symposium

Adam Murl

VP, Head of Portfolio Solutions & Strategy, Guardian Capital LP

Amanda Richards

Senior Director of Business Development and Community Integration, Chartwell Retirement Residences

Aravind Sithamparapillai

Ironwood Wealth Management Group

Benjamin Felix

Head of Research at PWL Capital

Brian Portnoy

Shaping Wealth

Dr. Mark Soth

Associate Professor in the Department of Medicine at McMaster University

Jason Pereira

Panel Speaker

Jason Yee

Advice-only Financial Planner

Linda Cartier

Academy of Financial Divorce Specialists

Marc Riel

Vice-President, Business Development and Strategic Partnerships, North America, Croesus

Melissa Shin

Editorial Director

Peter Bowen

Vice-President, Tax and Retirement Research, Fidelity Investments Canada ULC

Tayler Sawchuk

Yoga Instructor

AED

Amanda Richards

Senior Director of Business Development and Community Integration, Chartwell Retirement Residences

Geoff Lang

Equiton Partners Inc.

Ilan Kolet

Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments.

Michael Van Lierop

President & Founder of New Outlook Wealth

Tayler Sawchuk

Yoga Instructor

Will Granleese

Antrim Balanced Mortgage Fund

PRE-REGISTER FOR THE 2024 SYMPOSIUM NOW!