Speakers

Symposium

Amanda Richards

Sr. Director, Sales Strategy - Chartwell Retirement Residences

Andrew Martin

Chief Capital Officer of AIE REIT

Aravind Sithamparapillai

Ironwood Wealth Management

Brendan Sutton

Chief Executive Officer and a Director of AIE REIT

Brian Portnoy

Founder of Shaping Wealth-Ph.D., CFA

Carrie Wong

Prosper Canada - Senior Manager , Learning and Training

Chris Reynolds

Investment Planning Counsel- Founder

Denis Rudenko

National Sales Director, OZ Capital

Gord Ross

Regional Vice President, Sales for Central Canada- Capital Direct Management Ltd.

James Dungate

CFA | Principal – Investment Funds, Leith Wheeler

Jared Rabinowitz

CEO and a co-founding Executive Partner, Q Wealth

Jason Pereira

Senior Partner & Financial Planner, Woodgate Financial

Joy Lere

Clinical Psychologist & co-founder of Shaping Wealth

Julia Chung

(CFP, CLU, FEA, TEP) Spring Planning

Kathy McMillan

CFP, R.F.P., FDS, CIM - Richardson Wealth

Kevin Geiger

Principal & Managing Director, Sales- CIM®, FCSI®

Kevin Press

Editorial Director, Advisor.ca and Investment Executive

Luke Campbell

BCV Asset Management - CFA, CAIA

Mark McGrath

Financial Planner, Associate Portfolio Manager-CFP®, CIM®

Matt Kidwell

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

Matthew Ardrey

DAY 1 Master of Ceremonies

Michael Steepe

Breakout Session: Founder of Steepe & Co.

Michael van Lierop

President & Founder of New Outlook Wealth

Michelle Munro

Director of Tax and Retirement Research, Fidelity

Natasha Knox

Alaphia Financial Wellness Inc.

Oleg Shiller

Breakout Session: Co-Founder & Broker, OZ Capital

Peter Bowen

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

Rod Burylo

Ethics Credit Session

Ryan Armstrong

Business Development Manager- Home Equity Bank

Tanya M. Staples

Ph D. (ABD) , CFP®

Terry Ritchie

Symposium Master of Ceremonies

Tom de Larzac

Breakout Session: Director - Advisory Finance - Care Lending Group

REGISTER NOW

22ND ANNUAL IAFP SYMPOSIUM
September 25 – September 28, 2024

LIVE EVENT

Members: $1,245.00 plus tax
Non-Members: $1,445.00 plus tax

VIRTUAL EVENT

Members: $695.00 plus tax
Non-Members: $795.00 plus tax