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MC Introduction
Mélanie ValcinJun. 02
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Federation Chair Robert Smuk Sits Down With Robert Frances
Robert SmukJun. 02
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Discussion with CIRO
Moderated by: David Di PaoloJun. 02
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Dealer Panel Discussion
Moderated by: Michelle SchriverJun. 02
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Next Steps for Client Focused Reforms
Moderated by: Alicia KennyJun. 02
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USA Dealer Insights
Moderated by: Bill DoneganJun. 02
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Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
Daniel CollisonJun. 02
Robert has been a board member, strategist and leader across numerous organizations ranging from global corporations to start ups. As president and CEO across three technology and services companies in the financial services industry, Robert has been able to marry strong leadership, deep financial services knowledge and a love for technology to build, transform and enable diverse global teams. Robert now spends the majority of his time bringing that experience to early stage Canadian companies.
Mr. Smuk brings a wealth of experience and expertise to his role both as President of Agora Dealer Services, and Chair of the Federation board. With a proven track record of strategic executive leadership and vision, he has committed to playing a pivotal role in the direction and success of the Federation of Independent Dealers.