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
Andrew Cairns
Business Development Manager, HomeEquity Bank
Aravind Sithamparapillai
Ironwood Wealth Management Group
Benjamin Felix
Head of Research at PWL Capital
Brian Portnoy
Shaping Wealth
Dino Bourdos
Portfolio Manager and Head of Investment Solutions
Dr. Mark Soth
Associate Professor in the Department of Medicine at McMaster University
Dr. Sebastian Gomez-Cardona
Director of Research in Investment Advice & Planning, Morningstar
Dragos Berbecel
Portfolio Manager, Portland Investment Counsel Inc.
Emily Burt
Executive Vice-President and Chair of the Board at Cardinal Capital Management, Inc.
Geoff Lang
Senior Vice President, Equiton
Harold Geller
Lawyer
Ilan Kolet
Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments.
James Fraser
Co-founder - Planworth
Jason Pereira
Senior Partner & Financial Planner, Woodgate Financial
Jason Yee
Advice-only Financial Planner
John Novachis
Executive Vice President of Corporate Growth, IPC
John Smith
Vice-President - Content and Design, Newcom Media Inc.
Kathy McMillan, R.F.P.
Panel Interview
Laurie Martin
CrisisREADY©
Linda Cartier
Academy of Financial Divorce Specialists
Massimo Ianniruberto
Co-Founder, Cloven Sales
Matthew Ardrey
Portfolio Manager & Senior Financial Planner, TriDelta Financial
Maxime Dumas
Principal Researcher, Technological Innovation, Croesus
Michael Lee-Chin
President and Chairman of Portland Holdings
Michael Steepe
Founder of Steepe & Co.
Michael Van Lierop
President & Founder of New Outlook Wealth
Peter Bowen
Vice-President, Tax and Retirement Research, Fidelity Investments Canada ULC
Tayler Sawchuk
Yoga Instructor
Tom de Larzac
Director - Advisory Finance - Care Lending Group