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Transfer Automation
Rosemary Marchesanoin 11 minutes
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A.M. Networking Break
in 26 minutes
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Discussion with CIRO
Moderated by: David Di Paoloin 41 minutes
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Lunch
in 1 hour in 41 minutes
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Dealer Panel Discussion
Moderated by: Michelle Schriverin 2 hours in 41 minutes
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Next Steps for Client Focused Reforms
Moderated by: Alicia Kennyin 3 hours in 41 minutes
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P.M. Networking Break
in 4 hours in 26 minutes
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USA Dealer Insights
Moderated by: Bill Doneganin 4 hours in 41 minutes
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Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
Daniel Collisonin 5 hours in 26 minutes
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MC Introduction
Mélanie ValcinDone
Bill Charles is the Chief Executive Officer of Global Maxfin Investments Inc. and Global Insurance Solutions Inc. In this role, he is responsible for the overall leadership, direction, growth and profitability of the MFDA Dealership and MGA Business. He also acts as the UDP for the MFDA Dealer.
Bill assumed this role in 2018 after 27 years with Investors Group. He started in the industry as an Advisor and quickly built thriving Advisory practice before moving to the Branch Manager role. As a Branch Manager, Bill ran one of the fastest growing and most successful offices in Canada for 13 years. He, then, became Senior Vice President overseeing all aspects of Distribution, Sales, Asset Growth and 2000 Advisors in Ontario and Atlantic Canada.
He has also been a keynote speaker on many different occasions; has spoken at the IFIC Annual Conference and the Investment Funds Forum regularly and has participated on many CIRO Committees as well as OSC round tables.
Bill served on the Board of Directors of the MFDA from 2011 to 2013. He is currently on the Board of Directors of IFIC (now SIMA), the Federation of Independent Dealers and is also a Member of the SIMA Dealer Committee. Bill was a former Member of the Board of Directors of Coast to Coast against Cancer and the Brampton Rotary Club. Bill is also very active in many sports and coached hockey and soccer. He holds a BA (Finance & Economics) from the and is a Certified Financial Planner.