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Canadian Virtual Financial Advisors Conference

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Speakers

Jeffrey Gregory

Certified Financial Planner, Desjardins Financial Security Independent Network

Lisa Ramsay

Sr Partner Estate and Succession planner and Wealth Specialist - Trailane Financial

Jennifer Strymecki

Director, Financial Planning and Client Service, Cardinal Point Wealth Management and Cardinal Point Capital Management

Mark Halpern

CEO and Founder - WEALTHinsurance.com

Anne Beaulieu

Founder, Femme Sauvage Collective Inc.

Akil Balachandran

Founder & CEO, LifepLan Investments

James R. Elliot

Founder/Owner of Unleash Your Power

Kweku Opoku-Agyemang

Founder of the Machine Learning by Doing platform, Independent AI Economist

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TorontoJobs.ca helps companies find staff by providing staffing services and presents numerous events throughout the year. Visit www.TorontoJobs.ca.

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Betterworth

Betterworth is online platform that helps financial advisors strengthen client relationships using financial and behavioural analytics.

Larry Cooper

Larry Cooper is a MacKay CEO Forums Chair and best selling author of the book Red To Black.

Payroll Funding Canada

Funding and Support for New and Growing Staffing Firms

Effectuation Optimum Inc.

We help Business Owners exit their business on their terms.

Schooley Mitchell

North America’s Largest Independent Cost Reduction Consulting Company

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