Speakers
Symposium
Amanda Richards
Sr. Director, Sales Strategy - Chartwell Retirement Residences
Dustin Schneider
President- Unity Insurance
Gord Ross
Regional Vice President-Capital Direct
Hilary Ballantyne
Public Speaker
Matt Kidwell
CFA | Portfolio Manager – Private Clients & Foundation, Leith Wheeler
Matthew Ardrey
TriDelta Financial
Meghaan Lurtz, Ph.D., FBS™
Leading Global Expert on the Psychology of Financial Planning
Michael Steepe
Steepe & Co
Michael van Lierop
President & Founder of New Outlook Wealth
Moira Somers
Neuropsychologist and Family Wealth Consultant
Peter Bowen
Vice-President, Tax and Retirement Research, Fidelity Investments Canada ULC
Tanya M. Staples
Ph D. (ABD) , CFP®
Terry Ritchie
Symposium Master of Ceremonies
Tom de Larzac
Breakout Session: Director - Advisory Finance - Care Lending Group
Trevor Shaw
Unity Insurance