Speakers

Cynthia Leach

Assistant Chief Economist

RBC

Daniel Straus, PhD, M.Fin.

Director, ETFs & Financial Products Research

National Bank of Canada Financial Markets

Gillian Stovel Rivers, MA, CFP, CEA

Senior Wealth Advisor

Surround Wealth Advisors (Assante Financial Management Ltd.)

Jason Pereira

Partner, Senior Financial Planner and Portfolio Manager

Woodgate Financial

Pat Dunwoody

Executive Director

Canadian ETF Association

Simona Mocuta

Chief Economist

State Street Global Advisors

Sean Alloca

Editor in Chief

ETF.com

Bindhu Alvar

CIO, Wealth Management

BMO Financial Group

Colin Andrews, MBA

Sr. Wealth Advisor & Portfolio Manager

The CM Group | CIBC Wood Gundy

Howard Atkinson

President and CEO

PascalWealthTech

Eric Balchunas

ETF Analyst

Bloomberg Intelligence

Mark Bruno

Managing Director, Wealth Management

Informa Connect

Tammy Cash

Head of Marketing, Americas

Vanguard

Joseph Curry B.Sc., CFP, CHS

President

Matthews + Associates

Pierre Daillie

Managing Director

AdvisorAnalyst.com

John De Goey

Portfolio Manager

Wellington-Altus Private Wealth Inc.

Bill DeRoche, MBA, CFA

Chief Investment Officer, AGF Investments LLC, and Head of AGFiQ Alternative Strategies*

AGF Investments LLC

Margaret Dorn

Senior Director, Head of ESG IndicesNorth America

S&P Dow Jones Indices

Christopher J. Enright CIM®, FCSI®

President & Managing Director

Aligned Capital Partners

Tim Evans, MBA, CFA

Managing Director, Platform, Products & Services

Canaccord Genuity Corp.

Ahmed Farooq, CIMA®, CFP,

Senior Vice President - Head of Retail

Franklin Templeton

Yann Furic, M.Sc., CFA

Senior Portfolio Manager Asset Allocation and Alternative Strategies

Financière des professionnels

Carl Gomez

Chief Economist & Head of Market Analytics Canada

CoStar

Daniel Gonzalez

Analyst, Wealth Management Practice

Javelin

Martin Grosskopf, MBA, MES

Vice-President and Portfolio Manager

AGF Investments Inc.

Mary Hagerman

Portfolio Manager and Investment Advisor

Raymond James

Krista Hicks

SVP, Business Development

Horizons ETFs

Allan Janssen

Editor, Special Projects

Investment Executive

Nathan Janzen

Assistant Chief Economist

RBC

Meaghan Kelly

VP, Strategic Communications, Research & Product Innovation

AGF Investments

Ayla Kremb

Head of Education Committee

Global Digital Asset & Cryptocurrency Association

Victor Kuntzevitsky, CFA, CAIA

Associate Portfolio Manager

Wellington-Altus Private Counsel

Lisa Langley

President, CEO and Founder

Emerge Canada

Sam Lichtman CFP

Financial Planner

Achieve Wealth Management

Julie Littlechild

Founder

Absolute Engagement

Jenny Ma

Director, Equity Research

BMO Capital Markets

Linda Ma

Analyst, ETFs & Financial Products

National Bank of Canada Financial Markets

Ken MacNeal

Portfolio Manager & Investment Advisor

Richardson Wealth

Dan Mercurio

Chief Revenue Officer

Sig Fig

Rajeshni Naidu-Ghelani

Assistant Editor for Globe Advisor

The Globe and Mail

Tim Nash

Founder

Good Investing

Jonathan Needham, CIM

Vice President

TD Asset Management Inc.

David P. O'Leary, CFA, MBA

Founder and Principal

Kind Wealth

Laura Paglia

President and CEO

The Investment Industry Association of Canada (IIAC)

Greg Phillips

Financial Advisor

Catalyst Asset Management at Raymond James Ltd.

Veronika Popova, CFA

Director ETF Strategy

CI

Sucheta Rajgapol

Investment Advisor & Portfolio Manager

Research Capital Corporation

Yves Rebetez, CFA

Partner

Credo Consulting

Andres Rincon, CMT

Director, Head of ETF Sales & Strategy

TD Securities

Sam Rook CIM

Senior Portfolio Manager

Rook Wealth Management Group

Rosie Rubie, CFA

Business Development Manager, Funds

Neo.inc

T. Scott Sather, CFP®, CIM, FMA

Portfolio Manager-Awaken Investments of Aligned Capital Partners Inc.

Financial Planner- Awaken Wealth Management Ltd.

Melissa Shin

Editorial Director

Advisor’s Edge and Investment Executive

Liz Simmie

Co-Founder

Honeytree Investment Management

Renée Sylvestre-Williams

Finance and Business Reporter

Author

Laura Tase, CFA, MBA

Director

BMO GAM

Vlad Taveski

Chief Operating Officer and Head of Product

Purpose

Kendra Thompson

Consulting Partner

Deloitte

Kaitlin Thompson, CFA

VP Product Strategy

Evolve ETFs

William Trout

Director of Wealth Management

Javelin Strategy & Research

Roelof van Dijk

Executive Director, Real Estate, Canadian Real Estate Forums

Informa Connect

Dave Wahl

Director and Senior Portfolio Specialist

ClearBridge Investments (a Franklin Templeton Company)

Michael Zagari, FCSI, CIM, CIWM

Associate Portfolio Manager

Mandeville Private Client Inc.