Maxime Dumas
Leading the Croesus Lab research team, Maxime investigates the transformative impact of new technologies on the financial industry. His team’s work spans a diverse range... Read More
Brian Portnoy
Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry’s premier learning... Read More
Ilan Kolet
Ilan Kolet is an Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Ilan serves as a member... Read More
Amanda Richards
Amanda Richards is the Senior Director of Business Development and Community Integration at Chartwell Retirement Residences, Canada’s largest senior living provider. She is a dedicated... Read More
Peter Bowen
Peter Bowen is Vice-President, Tax and Retirement Research for Fidelity Investments Canada ULC. Peter advises on complex tax issues that affect Fidelity’s mutual funds and... Read More
Dr. Mark Soth
Dr. Mark Soth is currently an Associate Professor in the Department of Medicine at McMaster University. He led the development of his hospital ICU service... Read More
Melissa Shin
Melissa Shin, editorial director, Advisor.ca and Investment Executive With more than 15 years of financial reporting and newsroom management experience, Melissa Shin heads Newcom Media... Read More
Benjamin Felix
Benjamin Felix is the Head of Research at PWL Capital, a Canadian wealth management firm known for its publicly available thought leadership. PWL creates resources... Read More
Harold Geller
Harold’s practice is a lawyer. His practice is focused on helping investors and insureds get what their financial advisors and planners promised them. Harold has... Read More