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