Federation Annual Conference 2024 | Federation of Independent Dealers

Talks

22

October 2024
Tuesday (timezone: America/Toronto)

Breakfast

Breakfast sponsored by B2B Bank

Welcome Address from the Federation Chair

Robert Smuk, President at Agora Dealer Services Inc.

M.C. Introduction

William (Bill) Donegan, Senior Compliance Consultant at AUM Law

MC Sponsored by Learnedly

CSA Perspective

David Cheop, Chair and Chief Executive Officer at Manitoba Securities Commission

Networking Break

It’s A Great Time To Be An Independent Wealth Management Dealer

Jeff Harvie, Head of Strategic Growth at Four Eyes Financial

Leading Edge of Regulation

David Di Paolo, Partner at BLG

Session sponsored by Fundata

Lunch

Lunch sponsored by Equisoft

Future of Asset Custody

Michelle Schriver, Managing Editor at Advisor.ca and Investment Executive

Monetizing Data Assets: Balancing Opportunity with Risk

Paul Childerhose, Managing Director at Maple Peak Group

Sponsored by: Mackenzie Investments

Canadian and Global Innovation 2024-2025

Brian Pasalich, CEO & Co-Founder

Essential Insights for Estate Planning Management

Barbara Amsden

Networking Break

History and unique global significance of Mutual Fund Dealers

Paul C. Bourque, Senior Fellow at C.D. Howe Institute

Keynote address

Kendra Thompson from Epok Advice

It's a Wrap!

Matthew Latimer, Executive Director at Federation of Independent Dealers

Cocktails!

Home Trust

Equisoft

Learnedly

Fundata

Fundserv