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
Harold Geller
Lawyer
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
Principal Researcher, Technological Innovation, 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