Speakers

Jason Periera

MBA CFA CFP (Can & US) RFP TEP

Ryan Armstrong

Business Development Manager-HomeEquity Bank

Jared Rabinowitz

CEO and a co-founding Executive Partner of Quintessence (Q) Wealth

Ken Lotocki

Chief Product Officer, Conquest Planning Inc.

Tanner Prasek

Head of Antares Total Return & Portfolio Manager, CFA

Harold L. Geller

Geller Law/H.Geller Professional Corporation

Michael van Lierop

President & Founder of New Outlook Wealth

Dustin Schneider

President- Unity Insurance

Trevor Shaw

Unity Insurance

Gord Ross

Regional Vice President-Capital Direct

Michael Steepe

Steepe & Co

Meghaan Lurtz, Ph.D., FBS™

Leading Global Expert on the Psychology of Financial Planning

Hilary Ballantyne

Public Speaker

Moira Somers

Neuropsychologist and Family Wealth Consultant

Matt Kidwell

CFA | Portfolio Manager – Private Clients & Foundation, Leith Wheeler

Shannon Lee Simmons

Tanya M. Staples

Ph D. (ABD) , CFP®

Matthew Ardrey

TriDelta Financial

Tom de Larzac

Breakout Session: Director - Advisory Finance - Care Lending Group

Amanda Richards

Sr. Director, Sales Strategy - Chartwell Retirement Residences

Peter Bowen

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

Terry Ritchie

Symposium Master of Ceremonies

IN-PERSON

IAFP® MEMBERS

EARLY BIRD

(JANUARY 1 – JUNE 30, 2026):

$945 ^{+ TAX}

FULL PRICE

(JULY 1, 2026, ONWARD):

$1,245 ^{+ TAX}

IN-PERSON

NON MEMBERS

EARLY BIRD

(JANUARY 1 – JUNE 30, 2026):

$1,145 ^{+ TAX}

FULL PRICE

(JULY 1, 2026, ONWARD):

$1,445 ^{+ TAX}

VIRTUAL

IAFP® MEMBERS

PRICE

$750 ^{+ TAX}

VIRTUAL

NON MEMBERS

PRICE

$850 ^{+ TAX}