Speakers

Tyler Wagner

BCV Asset Management Inc. - CFA

David Chilton

Former Dragon on CBC's "Dragons' Den" & Best-selling author of “The Wealthy Barber”

John Connell

Meet with Focal - CEO

Jason Periera

MBA CFA CFP (Can & US) RFP TEP

Jared Rabinowitz

CEO and a co-founding Executive Partner of Quintessence (Q) Wealth

Ken Lotocki

Chief Product Officer, Conquest Planning Inc.

Harold L. Geller

Geller Law/H.Geller Professional Corporation

Michael van Lierop

President & Founder of New Outlook Wealth

Dustin Schneider

President- Unity Insurance

Trevor Shaw

Unity Insurance

Gord Ross

Regional Vice President-Capital Direct

Michael Steepe

Steepe & Co

Meghaan Lurtz, Ph.D., FBS™

Leading Global Expert on the Psychology of Financial Planning

Hilary Ballantyne

Public Speaker

Moira Somers

Neuropsychologist and Family Wealth Consultant

Matt Kidwell

CFA | Portfolio Manager – Private Clients & Foundation, Leith Wheeler

Shannon Lee Simmons

Tanya M. Staples

Professor and Canadian Academic FP Researcher - PhD , CFP®

Matthew Ardrey

TriDelta Financial

Tom de Larzac

Breakout Session: Director - Advisory Finance - Care Lending Group

Amanda Richards

Senior Director, Sales Strategy - Chartwell Retirement Residences

Peter Bowen

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

Terry Ritchie

Symposium Master of Ceremonies

IN-PERSON

IAFP® MEMBERS

EARLY BIRD

(JANUARY 1 – JUNE 30, 2026):

$945 ^{+ TAX}

FULL PRICE

(JULY 1, 2026, ONWARD):

$1,245 ^{+ TAX}

IN-PERSON

NON MEMBERS

EARLY BIRD

(JANUARY 1 – JUNE 30, 2026):

$1,145 ^{+ TAX}

FULL PRICE

(JULY 1, 2026, ONWARD):

$1,445 ^{+ TAX}

VIRTUAL

IAFP® MEMBERS

PRICE

$750 ^{+ TAX}

VIRTUAL

NON MEMBERS

PRICE

$850 ^{+ TAX}