Keynote Speakers
Ray Zahab
Ultra-Marathon Runner and Explorer
Meghaan Lurtz
Global Expert on the Psychology of Financial Planning, Shaping Wealth
Dr. Tom Deans
President, Détente Financial Press
Industry Speakers
Fabrice Morin
President & COO, Canada Life
James Rockwood
Founder and CEO, CapIntel
Jandy John
Director, Estates & Trust, Concentra Trust
Paul McVean
Founder, McVean Tax Professionals Corporation
Dr. Joseph Simonian
Senion Investment Specialist at Scientific Beta
Steve Fiorelli
SVP Wealth Solutions, Canada Life
Konstantin Boehmer
SVP, Head of Fized Imcone, Portfolio Manager, Mackenzie Investments
James Black
VP, Canadian Equities, Beutel Goodman Investment Counsel
Leonie McCann
Senior Portfolio Manager, Multi Asset Group, Irish Life Investment Managers
Gayle Murdoch
SVP, Sales Effectiveness & Performance, Canada Life
Robin Tessier
Partner & Head of Canada Products and Solutions, Saagard
Adam Vigna
Co-Founder & Chief Investment Officer, Saagard
Penny Lam
Vice President, Product, NBIN
Marc Riel
Vice-President, Business Development and Strategic Partnerships, Croesus
Industry Speakers
Greg Roberts
Financial Advisor, Roberts Pro Wealth
Jeremy Jackiew
Financial Advisor, IPC
Michael Fox
Financial Advisor, IPC
Parker Pellegrini
Financial Advisor, IPC
Head Office Speakers
Chris Reynolds
Executive Chair
Andrew Schredl
SVP, Wealth Management
Maria Alexander
Head of Operations
Marie Bowen
VP Operations, IPC Securities Corp.
Parker Pellegrini
Financial Advisor, IPC
Cas Litwin
Chief Compliance Officer, IPCIC
Glenn Saunders
Director, Compliance and CCO, IIROC
Simon Bowers
Portfolio Manager, IPC Private Wealth
Sam Dwyer
VP, Information Technology
Carrado Tiralongo
Chief Investment Strategist
Lisa Buffett
Regional Manager, Portfolio Services
Rahim Dhalla
Director Sr Portfolio Strategist