Federation Annual Conference 2024 | Federation of Independent Dealers

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22

octobre 2024
mardi (fuseau horaire : America/Toronto)

Breakfast

Breakfast sponsored by B2B Bank

Welcome Address from the Federation Chair

Robert Smuk, President à Agora Dealer Services Inc.

M.C. Introduction

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

MC Sponsored by Learnedly

CSA Perspective

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

Networking Break

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

Jeff Harvie, Head of Strategic Growth à Four Eyes Financial

Leading Edge of Regulation

David Di Paolo, Partner à BLG

Session sponsored by Fundata

Lunch

Lunch sponsored by Equisoft

Future of Asset Custody

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

Monetizing Data Assets: Balancing Opportunity with Risk

Paul Childerhose, Managing Director à 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 à C.D. Howe Institute

Keynote address

Kendra Thompson de Epok Advice

It's a Wrap!

Matthew Latimer, Executive Director à Federation of Independent Dealers

Cocktails!

BLG

B2B Bank

Home Trust

Mackenzie Investments

Equisoft

Learnedly

RFA Bank

Fundata

Fundserv

Advisor.ca

Investment Executive