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History and unique global significance of Mutual Fund Dealers
Paul C. BourqueFait
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CSA Perspective
David CheopFait
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Canadian and Global Innovation 2024-2025
Brian PasalichFait
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M.C. Introduction
William (Bill) DoneganFait
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Welcome Address from the Federation Chair
Robert SmukFait
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It’s A Great Time To Be An Independent Wealth Management Dealer
Jeff HarvieFait
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Breakfast
Fait
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Cocktails!
Fait
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Leading Edge of Regulation
David Di PaoloFait
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Lunch
Fait
Kendra is a 25 year veteran of the Wealth Management Industry with a track record for helping the largest global players with their biggest transformations . Her passion is Advice and the power it has to help individuals and communities gain access to a better future. She has led diverse teams at Merrill Lynch,HSBC, Raymond James, Acceture & Deloitte all in service of the Future of Advice & Investing. Her research aims to better understand the needs of tomorrow's investors and how the financial services industry can meet those needs for a profit.
She currently leads Epok Advice, a boutique firm serving the financial services industry. Acting as consultant to the executive teams and boards, Kendra advises on strategy topics including M&A, Growth, High Performance Sales and Operational Excellence. She also leads teams delivering on AI, digital technology & organizational change. A champion of FinTech, Kendra acts as Executive Advisor to Private Equity & StartUp leaders looking to operationalize new technology & disrupt the status quo of Financial Services Globally.
This engaging and informative talk will delve into aspects of identifying and nurturing your dealership's authentic culture. By exploring the core values, beliefs, and practices that define your dealership, attendees will gain valuable insights into fostering a positive and cohesive work environment. Additionally, the session will address the key challenges that may be hindering your dealership's progress in terms of advisor acquisition, growth, and overall success. Through practical strategies and actionable steps, participants will learn how to effectively tackle these obstacles and pave the way for enhanced performance and achievement for their dealership. Join us for an enlightening discussion from a former Consulting Partner at Deloitte, who led Deloitte’s national “Future of Advice and Investment” Practice, focused on Wealth and Investment Management advisory and transformation. She was one of Canada’s Top 50 Women in FinTech in 2019.
