Speakers

Symposium

Alex Mercer

Product Specialist

Asmita Kanungo

National Director, ESG Practice Management

BRAD JOURDIE

Chief Revenue Officer, Conquest Planning

Carol Bezaire

Vice President of Tax, Estate and Strategic Philanthropy, Mackenzie Investments

David Buye

SNAP Projections

David Johnston

The Right Honourable David Johnston

Dona Eull-Schultz

Senior Vice President and Portfolio Manager, Cardinal Capital Management, Inc.

Gregory Payne

Co-Founder Greenchip Financial

Jason Pereira

Partner, Senior Financial Planner & Portfolio Manager, Woodgate Financial Inc.

Joseph Coughlin, PhD

Director - MIT AgeLab

KEN LOTOCKI

Product Direction, Conquest Planning

Kevin Mulhern

CEO and Co-Founder, AdvisorStream,

Lenore Davis

Breakout Session

LINDA CARTIER

Academy of Financial Divorce Specialists

Mark Bowden

Keynote Speaker

Michael Curtis

Vision Systems

Pawel Brzeminski

Founder & CEO Snap Projections

Peter Bowen

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

ROD BURYLO

ROD BURYLO, CIM, FCSI

RON NEUMANN

Leadership & Team building

Sasha Paikin

Dalhousie University

Scott Robertson

Panel Moderator

Shana Srikaruna

Dalhousie University

Tayler Sawchuk

Yoga & Fitness Instructor

TERRY RITCHIE

MC - Symposium

AED

Dan Nolan

Senior Wealth Advisor, IPC Securities Corporation

Douglas Kee

Senior Vice President and Portfolio Manager Cardinal Capital Management

Gil Lamothe

Vice President & Senior Portfolio Manager, Leon Frazer & Associates

Jackie Power

Assistant Vice-President, Tax and Estate Planning, Mackenzie Investments

Jeff Gans

Chief Executive Officer and a founder of Purpose Advisor Solutions

Joan McAulay

Senior Trust Program Advisor, Concentra Trust

Paul Stapleton

Fidelity Clearing Canada

Rebecca Hett

CI Investment Inc.

Scott MacKenzie

Fidelity Clearing Canada

Tayler Sawchuk

Yoga & Fitness Instructor

Tisha Lawton

Vice-President, Product Solutions, Fidelity Clearing Canada

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval