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Wealth Professional Awards

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Speakers

Frederic Poitras - AGF Investments

Chief Retail Distribution Officer

Greg Pollock - Advocis

President and CEO

Wolfgang Klein - Canaccord Genuity Wealth Management

Senior Investment Advisor, Portfolio Manager

Tracey Bissett - Bissett Financial Fitness Inc.

President & Chief Financial Fitness Trainer

Tina Tehranchian - Assante Capital Management Ltd.

Senior Wealth Advisor/Branch Manager

Sonia LeRoy

Senior Financial Advisor

Sean Mackenzie - Mackenzie Wealth Management Group (Nat

Portfolio Manager, Investment Advisor

Rob Tetrault - Tetrault Wealth Advisory Group (Canacco

SVP, Portfolio Manager & Branch Manager

Nicole Brookes - Edward Jones

Financial Advisor

Michael Connon - The McClelland Financial Group (Assante C

Senior Financial Advisor/Branch Manager

Michael Hayhoe - Mandeville

Senior Investment Advisor

Marvin Schmidt - The Schmidt Investment Group, CIBC Priva

Principal, First Vice President, Senior Wealth Strategist

Laurie Bonten - Wellington-Altus Private Wealth

Founder & SVP, Senior Investment Advisor

Carolyn Seaforth - Pinnacle Wealth Brokers

Private Capital Market Specialist

Larry Short - Short Financial (HollisWealth, a division

Portfolio Manager/Executive Director

Kyle Richie - Richardson GMP

Financial Planner

Krista Kardash - LCU Financial Ltd. (Credential Asset Man

Financial Planner and Wealth Advisor

Kevin McCreadie - AGF Management Ltd

CEO and Chief Investment Officer

Julia Chung - Spring Planning

Co-Founder, CEO, Senior Financial Planner

Joe Bakish - Richardson GMP

Director, Wealth Management, Portfolio Manager, Investment Advisor

John Courtliff - ICM Asset Management

Partner, Portfolio Manager

Jason Pereira - Woodgate Financial Inc.

Partner, Senior Financial Planner & Portfolio Manager

James Gauthier - Justwealth

Chief Investment Officer

Greg Flower - Red Barn Investment Counsel

Founder, President and Portfolio Manager

Grant Dawes - Northland Wealth Management

VP Wealth Management & Associate Portfolio Manager

Francis Sabourin - Richardson GMP

Director, Wealth Management, Investment Advisor and Portfolio Manager

Faisal Karmali - Popowich Karmali Advisory Group

First Vice President, Portfolio Manager and Investment Advisor

Duane Green - Franklin Templeton Canada

President & CEO, Canada

David Little - Little Wealth Management Group (HollisWea

Founder/Certified Wealth Strategist

David Gunn - Edward Jones

Country Leader - Canada

Darius Muica - Nour Private Wealth

Senior Investment Advisor

Darcie Crowe - Canaccord Genuity

SVP, Senior Investment Advisor & Portfolio Manager

Avin Mehra - CIBC Private Wealth

Vice President & Portfolio Manager

Ann Felske-Jackman: Edward Jones

Canadian General Partner for Talent Acquisition

Alexandra Horwood - Richardson GMP

Director, Wealth Management & Portfolio Manager

Adam Pukalo - PI Financial Corp

Investment and Commodity Futures Advisor

Tim Holley - Equitable Bank

Head, Business Development & Relationship Management, Wealth Channel

Richard Ho - TMX

Senior Manager, Equity Derivatives

Katrine Clark - Edward Jones

General Partner - Branch Team Talent Acquisition – Canada

Diana Oddi - Mandeville Private Client

Director, Marketing, Communications and Practice Management

Chris Pitts - PwC Canada

Partner, National Asset and Wealth Management Leader

Anthony Stockley - Equisoft

VP, Wealth Solutions Canada

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Key Media

Sessions

12:10 pm EST - How to build an award-winning advisor network

Moderated by Equitable Bank

12:10 pm EST - Award-winning career advice from the country’s top advisors

Moderated by Mandeville Private Client Inc.

12:45 pm EST - Award-winning career advice from female industry trailblazers

Moderated by Mackenzie Investments

12:45 pm EST - The next gen advisor: Finding early success and what it takes to make it to the top

Moderated by Nour Private Wealth

1:20 pm EST - What’s in store for 2021? Leading investment strategies for the coming year

Moderated by Equisoft

1:20 pm EST - Unlocking the value of philanthropy and community service

Moderated by Edward Jones

1:55 pm EST - The power of using exchange-traded derivatives in your portfolio

Moderated by TMX Group

1:55 pm EST - Developing strong teams for business success

Moderated by Franklin Templeton Investments

2:40 pm EST - Investing in the future: Educating clients and the next generation on financial literacy

Moderated by IFSE Institute

2:40 pm EST - Strategies for top portfolio managers

Moderated by BlackRock

3:15 pm EST - Meet the Young Achievers of the Year

Moderated by Advocis

3:15 pm EST - Attract and keep your clients: How to build award-winning client retention and engagement strategies in a competitive market

Moderated by AGF

3:50 pm EST - Gaining an edge with alternatives: Award-winning insights on alternative investing

Moderated by ICM Asset Management

3:50 pm EST - Incorporating technology and the future of financial advice

Moderated by SIACharts Inc.

4:25 pm EST - The future of Wealth Management: The CEO Roundtable 

Moderated by PwC