Peyman PardisWealth Transformation Lead at Deloitte CanadaChair
Profile
Peyman leads the Wealth Transformation Practice at Deloitte Canada managing strategic engagements for key priority accounts. As a financial advisor turned management consultant, Peyman addresses critical business challenges through insightful and pragmatic approaches, effectively bridging the gap between the two worlds and providing advice to wealth executives using language that resonates with advisors and end investors. He serves clients across different financial services organizations, in both Canada and some US regions, with a keen focus on wealth management. Peyman’s experience spans large-scale transformation, strategy and design, digital distribution, mergers and acquisition, vendor selection, and back-office optimization. He also develops thought leadership on the future of financial services.
Agenda Sessions
Opening Remarks and Welcome
, 9:00amView SessionClosing Remarks
, 4:55pmView Session
