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History and unique global significance of Mutual Fund Dealers
Paul C. BourqueDone
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Keynote address
Kendra ThompsonDone
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Welcome Address from the Federation Chair
Robert SmukDone
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Canadian and Global Innovation 2024-2025
Brian PasalichDone
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Lunch
Done
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Essential Insights for Estate Planning Management
Barbara AmsdenDone
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It’s A Great Time To Be An Independent Wealth Management Dealer
Jeff HarvieDone
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Cocktails!
Done
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CSA Perspective
David CheopDone
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Leading Edge of Regulation
David Di PaoloDone
Paul Childerhose is the founder of Maple Peak Group Inc., a Toronto-based consultancy that specializes in empowering start-up entrepreneurs and privately held technology companies to thrive in the financial services sector. With a keen focus on use-case design, go-to-market strategy development, and strategic partnerships, Paul leverages his deep industry knowledge to drive marketability and growth for his clients.
Since 2021, Paul has served as the Canadian Advocate for the Enterprise Data Management Council [www.edmcouncil.org], a global authority on data management best practices. In this role, he supports nearly 40 private and public sector organizations in elevating their data and analytics capabilities, ensuring they meet the highest industry standards.
Paul also brings his expertise to the Canadian Regulatory Technology Association [www.canadianregtech.ca], where he has served as a Board Member since 2020. His contributions help shape the regulatory technology landscape in Canada, fostering innovation and compliance in an evolving market.
With over two decades of experience at leading institutions such as Royal Trust, Star Data Systems, CGI Inc., RBC Capital Markets, and Scotiabank, Paul’s career is a testament to his unwavering commitment to excellence in financial services and technology.
Sponsored by:
This session delves into the strategic importance of data management for independent investment dealers, emphasizing how effective practices can unlock significant monetization opportunities. Additionally, the session will address inherent data risks, such as breaches, inaccuracies, and regulatory compliance issues, which, if unmanaged, could negatively impact operations, client trust, and reputation. The discussion will focus on balancing the pursuit of data-driven opportunities with risk management to achieve sustainable growth and maintain a competitive edge in the market.