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

Aravind Sithamparapillai

Ironwood Wealth Management Group

Benjamin Felix

Head of Research at PWL Capital

Brian Portnoy

Shaping Wealth

Dr. Mark Soth

Associate Professor in the Department of Medicine at McMaster University

James Dungate

Leith Wheeler

Jason Pereira

Senior Partner & Financial Planner, Woodgate Financial

Jason Yee

Advice-only Financial Planner

Kathy McMillan, R.F.P.

Panel Interview

Laurie Martin

CrisisREADY©

Linda Cartier

Academy of Financial Divorce Specialists

Massimo Ianniruberto

Co-Founder, Cloven Sales

Maxime Dumas

Leader, Lab Research Team, Croesus

Melissa Shin

Editorial Director

Michael Steepe

Founder of Steepe & Co.

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

AED

Amanda Richards

Senior Director of Business Development and Community Integration, Chartwell Retirement Residences

Andrew Cairns

Business Development Manager, HomeEquity Bank

Emily Burt

Executive Vice-President and Chair of the Board at Cardinal Capital Management, Inc.

Geoff Lang

Senior Vice President, Equiton

Ilan Kolet

Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments.

John Novachis

Executive Vice President of Corporate Growth, IPC

Michael Van Lierop

President & Founder of New Outlook Wealth

Tayler Sawchuk

Yoga Instructor

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