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Wealth Professional Awards

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Schedule

· Speed Networking
Visit Speed Networking
Make new connections, arrange one-to-one chats and continue the conversation on the People tab
· Main Stage
Check out our Centurion Social Media Wall
Drop by the Main Stage to take a look at our social media wall. Don't forget to use the hashtag #WPAwardsCA and tag Wealth Professional Canada
· Main Stage
Opening remarks by host, Mike Arsenault
· Sessions
How to build an award-winning advisor network
Moderated by Equitable Bank
Stuart Raftus - Canaccord Genuity Wealth Management Sean  Etherington - Assante Wealth Management Frank Laferriere - Mandeville Private Client Ann Felske-Jackman:  Edward Jones Tim Holley - Equitable Bank
· Sessions
Award-winning career advice from the country’s top advisors
Moderated by Mandeville Private Client Inc.
Tina Tehranchian - Assante Capital Management Ltd. Marvin Schmidt - The Schmidt Investment Group, CIBC Private Wealth Larry Short - Short Financial (HollisWealth, a division of iA Securities) Kyle Richie - Richardson GMP Jason Pereira - Woodgate Financial Inc. Faisal Karmali - Popowich Karmali Advisory Group Elie Nour - Nour Private Wealth Alexandra Horwood - Richardson GMP Diana Oddi - Mandeville Private Client
· Sessions
Award-winning career advice from female industry trailblazers
Moderated by Mackenzie Investments
Tina Tehranchian - Assante Capital Management Ltd. Nicole Deters - Harbourfront Wealth Management Laurie Bonten - Wellington-Altus Private Wealth Julia Chung - Spring Planning Elizabeth Naumovski - Caldwell Securities Ltd. Darcie Crowe - Canaccord Genuity Prerna Chandak - Mackenzie Investments
· Sessions
The next gen advisor: Finding early success and what it takes to make it to the top
Moderated by Nour Private Wealth
Nicole Brookes - Edward Jones Kate Murdoch - Ridd & Associates Wealth Advisory Group (BMO Nesbitt Burns) Gloria  Malek - The Malek Group of TD Wealth Patrick Mills - Nour Private Wealth
· Sessions
What’s in store for 2021? Leading investment strategies for the coming year
Moderated by Equisoft
Steve Hawkins - Horizons ETFs Karl Cheong - First Trust Portfolios Canada Jordy Chilcott - Sun Life Global Investments Greg Taylor - Purpose Investments Anthony Stockley - Equisoft
· Sessions
Unlocking the value of philanthropy and community service
Moderated by Edward Jones
Sonia LeRoy - LeRoy Wealth Management Group (IPC Securities) Nicholas Shinder - Shinder Tremblay Group (Echelon Wealth Partners) Michael Dehal - Dehal Investment Partners of Raymond James Marvin Schmidt - The Schmidt Investment Group, CIBC Private Wealth Laurie Bonten - Wellington-Altus Private Wealth Eric Bennett - Scotia Wealth Management / ScotiaMcLeod Ainsley Mackie - White LeBlanc Wealth Planners (a division of Industrial Alliance Securities Inc.) Aaron Ruston - Purposed Financial Katrine Clark - Edward Jones
· Sessions
The power of using exchange-traded derivatives in your portfolio
Moderated by TMX Group
Walter Harmidarow - RBC Dominion Securities Greg Flower - Red Barn Investment Counsel Avin Mehra - CIBC Private Wealth Richard Ho - TMX
· Sessions
Developing strong teams for business success
Moderated by Franklin Templeton Investments
Michael Connon - The McClelland Financial Group (Assante Capital Management) Michael Zagari - Mandeville Private Client Inc. | Zagari, Simpson & Associates Inc. Josh Sheluk - White LeBlanc Wealth Planners Faisal Karmali - Popowich Karmali Advisory Group Elie Nour - Nour Private Wealth Arthur  Salzer - Northland Wealth Elizabeth Bouthillier - Franklin Templeton
· Main Stage
Awards announcements
· Sessions
Investing in the future: Educating clients and the next generation on financial literacy
Moderated by IFSE Institute
Tuula Jalasjaa - The Women's Collection Tracey Bissett - Bissett Financial Fitness Inc. Richard Infantino - RBC Dominion Securities Pauline Shum Nolan - Wealthscope Matthew Ablakan - Millennial's Choice Insurance Inc. Krista Kardash - LCU Financial Ltd. (Credential Asset Management) Joe Bakish - Richardson GMP Jackie Porter - Carte Wealth Management Inc. Heather Holjevac - Holjevac Financial Group Christina Ashmore - IFSE Institute
· Sessions
Strategies for top portfolio managers
Moderated by BlackRock
Wolfgang  Klein - Canaccord Genuity Wealth Management Susyn  Wagner - CIBC Wood Gundy Sean Mackenzie - Mackenzie Wealth Management Group (National Bank Financial) Martin Pelletier - Wellington-Altus Private Counsel Jason Del Vicario - HillsideWealth James Gauthier - Justwealth Francis Sabourin - Richardson GMP Pawan Vatvani - BlackRock
· Sessions
Meet the Young Achievers of the Year
Moderated by Advocis
Steven Furtado - Mandeville Private Client Kalee  Boisvert - Kalee Boisvert Financial Services (Raymond James) John Iaconetti - The McClelland Financial Group Grant  Dawes - Northland Wealth Management Darius Muica - Nour Private Wealth Adam Pukalo - PI Financial Corp Greg Pollock - Advocis
· Sessions
Attract and keep your clients: How to build award-winning client retention and engagement strategies in a competitive market
Moderated by AGF
Marvin Schmidt - The Schmidt Investment Group, CIBC Private Wealth Laurie Bonten - Wellington-Altus Private Wealth James Britton - Britton Wealth Management and Planning Consultants David Little - Little Wealth Management Group (HollisWealth, a division of iA Securities) Arthur  Salzer - Northland Wealth Frederic Poitras - AGF Investments
· Sessions
Gaining an edge with alternatives: Award-winning insights on alternative investing
Moderated by ICM Asset Management
Travis Forman - Harbourfront Wealth Management Rob Tetrault - Tetrault Wealth Advisory Group (Canaccord Genuity Wealth Management) Paul Tyers - Wealth Stewards Inc. Michael Hayhoe - Mandeville John Courtliff - ICM Asset Management Francis Sabourin - Richardson GMP Darcie Crowe - Canaccord Genuity Carolyn Seaforth - Pinnacle Wealth Brokers Arthur  Salzer - Northland Wealth Michael  Baker - ICM Asset Management
· Sessions
Incorporating technology and the future of financial advice
Moderated by SIACharts Inc.
Kevin John Abouzeid - Total Wealth Management Group (HollisWealth, a division of iA Securities) Carlo Cansino - Assante Capital Management Amber Mazurkiewicz - Assante Capital Management Paul Kornfeld - SIACharts
· Sessions
The future of Wealth Management: The CEO Roundtable
Moderated by PwC
Tea Nicola - CI Direct Investing Kevin McCreadie - AGF Management Ltd John Nicola - Nicola Wealth Management Greg Romundt - Centurion Asset Management Duane Green - Franklin Templeton Canada David Gunn - Edward Jones David Cusson - Echelon Wealth Partners Chris Pitts - PwC Canada
· Main Stage
Awards announcements

Speakers

Anthony Stockley - Equisoft

VP, Wealth Solutions Canada

Chris Pitts - PwC Canada

Partner, National Asset and Wealth Management Leader

Christina Ashmore - IFSE Institute

Managing Director

Diana Oddi - Mandeville Private Client

Director, Marketing, Communications and Practice Management

Elizabeth Bouthillier - Franklin Templeton

SVP, Sales

Frederic Poitras - AGF Investments

Chief Retail Distribution Officer

Greg Pollock - Advocis

President and CEO

Katrine Clark - Edward Jones

General Partner - Branch Team Talent Acquisition – Canada

Michael Baker - ICM Asset Management

Director, Sales

Patrick Mills - Nour Private Wealth

COO

Paul Kornfeld - SIACharts

President

Pawan Vatvani - BlackRock

Vice President

Prerna Chandak - Mackenzie Investments

VP of ETFs

Richard Ho - TMX

Senior Manager, Equity Derivatives

Tim Holley - Equitable Bank

Head, Business Development & Relationship Management, Wealth Channel

Aaron Ruston - Purposed Financial

Financial Advisor

Adam Pukalo - PI Financial Corp

Investment and Commodity Futures Advisor

Ainsley Mackie - White LeBlanc Wealth Planners (a division of Industrial Alliance Securities Inc.)

Investment Advisor

Alexandra Horwood - Richardson GMP

Director, Wealth Management & Portfolio Manager

Amber Mazurkiewicz - Assante Capital Management

Marketing Manager

Ann Felske-Jackman: Edward Jones

Canadian General Partner for Talent Acquisition

Arthur Salzer - Northland Wealth

Founder, CEO & CIO

Avin Mehra - CIBC Private Wealth

Vice President & Portfolio Manager

Carlo Cansino - Assante Capital Management

Senior Financial Advisor

Carolyn Seaforth - Pinnacle Wealth Brokers

Private Capital Market Specialist

Darcie Crowe - Canaccord Genuity

SVP, Senior Investment Advisor & Portfolio Manager

Darius Muica - Nour Private Wealth

Senior Investment Advisor

David Cusson - Echelon Wealth Partners

CEO

David Gunn - Edward Jones

Country Leader - Canada

David Little - Little Wealth Management Group (HollisWealth, a division of iA Securities)

Founder/Certified Wealth Strategist

Duane Green - Franklin Templeton Canada

President & CEO, Canada

Elie Nour - Nour Private Wealth

Founder & CEO

Elizabeth Naumovski - Caldwell Securities Ltd.

VP Marketing

Eric Bennett - Scotia Wealth Management / ScotiaMcLeod

Senior Wealth Advisor

Faisal Karmali - Popowich Karmali Advisory Group

First Vice President, Portfolio Manager and Investment Advisor

Francis Sabourin - Richardson GMP

Director, Wealth Management, Investment Advisor and Portfolio Manager

Frank Laferriere - Mandeville Private Client

Chief Operating Officer

Gloria Malek - The Malek Group of TD Wealth

Investment Advisor

Grant Dawes - Northland Wealth Management

VP Wealth Management & Associate Portfolio Manager

Greg Flower - Red Barn Investment Counsel

Founder, President and Portfolio Manager

Greg Romundt - Centurion Asset Management

President

Greg Taylor - Purpose Investments

CIO

Heather Holjevac - Holjevac Financial Group

Founder

Jackie Porter - Carte Wealth Management Inc.

Financial Planner, CFP

James Britton - Britton Wealth Management and Planning Consultants

Senior Financial Advisor

James Gauthier - Justwealth

Chief Investment Officer

Jason Del Vicario - HillsideWealth

Portfolio Manager

Jason Pereira - Woodgate Financial Inc.

Partner, Senior Financial Planner & Portfolio Manager

John Courtliff - ICM Asset Management

Partner, Portfolio Manager

John Iaconetti - The McClelland Financial Group

Financial Advisor

John Nicola - Nicola Wealth Management

Chairman & CEO

Jordy Chilcott - Sun Life Global Investments

President

Joe Bakish - Richardson GMP

Director, Wealth Management, Portfolio Manager, Investment Advisor

Josh Sheluk - White LeBlanc Wealth Planners

Portfolio Manager

Julia Chung - Spring Planning

Co-Founder, CEO, Senior Financial Planner

Kalee Boisvert - Kalee Boisvert Financial Services (Raymond James)

Financial Advisor

Karl Cheong - First Trust Portfolios Canada

Head of ETFs, Canada

Kate Murdoch - Ridd & Associates Wealth Advisory Group (BMO Nesbitt Burns)

Investment Advisor

Kevin McCreadie - AGF Management Ltd

CEO and Chief Investment Officer

Kevin John Abouzeid - Total Wealth Management Group (HollisWealth, a division of iA Securities)

Portfolio Analyst

Krista Kardash - LCU Financial Ltd. (Credential Asset Management)

Financial Planner and Wealth Advisor

Kyle Richie - Richardson GMP

Financial Planner

Larry Short - Short Financial (HollisWealth, a division of iA Securities)

Portfolio Manager/Executive Director

Laurie Bonten - Wellington-Altus Private Wealth

Founder & SVP, Senior Investment Advisor

Martin Pelletier - Wellington-Altus Private Counsel

Portfolio Manager/Managing Director

Marvin Schmidt - The Schmidt Investment Group, CIBC Private Wealth

Principal, First Vice President, Senior Wealth Strategist

Matthew Ablakan - Millennial's Choice Insurance Inc.

Owner

Michael Dehal - Dehal Investment Partners of Raymond James

SVP & Portfolio Manager

Michael Hayhoe - Mandeville

Senior Investment Advisor

Michael Zagari - Mandeville Private Client Inc. | Zagari, Simpson & Associates Inc.

Investment Advisor

Michael Connon - The McClelland Financial Group (Assante Capital Management)

Senior Financial Advisor/Branch Manager

Nicholas Shinder - Shinder Tremblay Group (Echelon Wealth Partners)

VP, Portfolio Manager

Nicole Brookes - Edward Jones

Financial Advisor

Nicole Deters - Harbourfront Wealth Management

Investment Advisor

Paul Tyers - Wealth Stewards Inc.

Managing Director

Pauline Shum Nolan - Wealthscope

Co-Founder

Richard Infantino - RBC Dominion Securities

VP & Director

Rob Tetrault - Tetrault Wealth Advisory Group (Canaccord Genuity Wealth Management)

SVP, Portfolio Manager & Branch Manager

Sean Etherington - Assante Wealth Management

President

Sean Mackenzie - Mackenzie Wealth Management Group (National Bank Financial)

Portfolio Manager, Investment Advisor

Sonia LeRoy - LeRoy Wealth Management Group (IPC Securities)

Senior Financial Advisor

Steve Hawkins - Horizons ETFs

President & CEO

Steven Furtado - Mandeville Private Client

Investment Advisor

Stuart Raftus - Canaccord Genuity Wealth Management

President

Susyn Wagner - CIBC Wood Gundy

Vice President

Tea Nicola - CI Direct Investing

CEO and Co-founder

Tina Tehranchian - Assante Capital Management Ltd.

Senior Wealth Advisor/Branch Manager

Tracey Bissett - Bissett Financial Fitness Inc.

President & Chief Financial Fitness Trainer

Travis Forman - Harbourfront Wealth Management

SVP & Portfolio Manager

Tuula Jalasjaa - The Women's Collection

Founder

Walter Harmidarow - RBC Dominion Securities

Portfolio Manager

Wolfgang Klein - Canaccord Genuity Wealth Management

Senior Investment Advisor, Portfolio Manager

The event is over

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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