WP Advisor Connect is a new virtual event for wealth professionals to network, communicate and transact – part of the Wealth Professional Canada mission to keep the industry connected during turbulent times
 
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FEATURED SPEAKERS

 

Tom Burmeister

 

 

 

 

 

 

Tom Burmeister
Vice President, Financial Planning, NaviPlan by Advicent

As the director of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs. With a background in business law, compliance, and financial services technology, he has worked with some of the largest financial services firms in the world to increase success, exceed client expectations, and remain compliant with technology.

Justin Castelli

 

 

 

 

 

Justin Castelli, CFP®
Founder & Financial Advisor, RLS Wealth and Co-Founder The AGC™

Content marketing has been the driving force behind the growth of RLS Wealth, an RIA in Fishers, Indiana, and The AGC™, an online community for growth-minded financial advisors.

Through building relationships, entertaining, and education, Justin has been able to grow both businesses and believes all financial advisors can do the same. Whether interested in blogging, podcasting, or video – financial advisors can position themselves as experts and create "fans", which will ultimately lead to growth with the right types of clients.

In addition to helping grow RLS and The AGC™; content marketing has also helped Justin earn professional accolades like Investopedia's Top 100 Advisors and InvestmentNews 2020 40 under 40.

Branding and content marketing do not come easy to financial advisors; however, to help advisors find and share their voices, Justin has begun consulting with other financial advisors to help them develop their personal brands and content strategies.

Robert Di Iorio

 

 

 

 

 

Robert A. Di Iorio
Vice President & Portfolio Manager, RBC Wealth Management

Robert focuses on working with clients to create long-term, mathematically attainable, personalized plans, and oversees overall portfolio design.

Robert is a Chartered Investment Manager (CIM), and has spent 20 years serving high-net-worth investors and their families. Prior to becoming a Portfolio Manager with the Firm, Robert started his career as an investment liaison, working in the mail room as a summer student. In 2002, Robert was named a member of the firm’s prestigious President’s Club, and was also honored in 2003 with an outstanding achievement award for ranking among the top five President’s Club Investment Advisors in the country.  More recently, Robert has been named to both Executive Council and Directors Council, ranking him among the top Advisors at the Firm across Canada.  Robert has also served on the RBC Dominion Securities Advisory Board as a representative for the province of Quebec. He graduated from Concordia University with a Bachelor’s Degree majoring in Finance with a minor in Political Science.

Caitlin Ebanks-1

 

 

 

 

 

Caitlin Ebanks
Vice President ETFs, BlackRock

Caitlin is a VP, ETF Leader at BlackRock partnering with Investment Advisors across South, West and Eastern Ontario. She is a subject matter expert in iShares ETF’s and the Canadian ETF landscape, she assists Advisors with product knowledge and updates, portfolio building tools and practice management ideas. Prior to joining BlackRock she spent 9 years at BMO Global Asset Management, where she held progressive business development roles covering both ETFs and Mutual Funds in Toronto and Western Canada. Caitlin is also actively involved in the ETF industry, sitting on the board of Women in ETFs - Canada Chapter. Caitlin completed her undergraduate degree at York University and is a CFA Level 2 candidate.

Paul Kornfeld

 

 

 

 

 

Paul Kornfeld
President, SIACharts

Paul graduated from Stanford University with a degree in Management Science and Engineering with a focus in Policy and Strategy. After graduation, Paul worked with the Stanford Athletic Department designing strategic initiatives to enhance departmental revenue. Paul received his Chartered Financial Analyst (CFA) designation in 2017.

Paul oversees the sales, marketing, support, operations, development, and many other aspects as the President of SIACharts. Paul has also represented Canada internationally in swimming. He is a multiple Canadian national champion, Canadian record holder, and former World Record holder. Paul lives in Calgary and is married to his wife Laura with their daughter Hannah.

Gillian Kunza-1

 

 

 

 

 

Gillian Kunza
CCO & Head of Business Integrity, Aligned Capital Partners

Gillian is the Chief Compliance Officer and Head of Business Integrity at Aligned Capital Partners Inc. She has held a variety positions of increasing scope and seniority within Aligned Capital since 2012, including VP of Finance and VP of Financial Operations. In her current role, Gillian leads the Business Integrity division of ACPI, carrying out the responsibilities of the CCO and driving risk management across the organization. She plays a key role at ACPI in leading technology and the evolution of compliance. Gillian is the Chief Compliance Officer and Head of Business Integrity at Aligned Capital Partners Inc. She has held a variety positions of increasing scope and seniority within Aligned Capital since 2012, including VP of Finance and VP of Financial Operations. In her current role, Gillian leads the Business Integrity division of ACPI, carrying out the responsibilities of the CCO and driving risk management across the organization. She plays a key role at ACPI in leading technology and the evolution of compliance. She received her Bachelor of Business Administration from Trent University and is a Chartered Professional Accountant.

Jason Pereira

 

 

 

 

 

Jason Pereira
Partner, Senior Financial Planner & Portfolio Manager, Woodgate Financial

Jason Periera is an award-winning, Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, TV Host, Podcaster and financial industry technology, expert. He holds two degrees and nine designations, sits on the boards of three industry associations, and is a recognized financial expert for both Globe Advisor and his own blog at jasonpereira.ca. He is the producer and host of Fintech Impact, one of the top-ranked podcasts in the world on the topic.

Mike Philbrick

 

 

 

 

 

Michael Philbrick, CIM®, AIFP®
President & CCO, ReSolve Asset Management

Mike has over 29 years of experience in investment management, including 13 years as a Portfolio Manager, and is a Chartered Investment Manager and Accredited Investment Fiduciary.

He is currently one of the Director of ReSolve Asset Management SECZ (Cayman). Prior to founding ReSolve was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth. Mike also served as Branch Manager at Scotia McLeod, Richardson GMP and Macquarie Private Wealth. Mike is co-author of the book “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – And Bad” (Wiley, 2016), and many investment related articles and whitepapers. Mr. Philbrick graduated from Carleton University with a degree in Economics, and has earned both Chartered Investment Manager® and Accredited Investment Fiduciary® credentials.

Specialties: Adaptive Asset Allocation, Global Tactical Asset Allocation, Asset Allocation, Global Market Portfolio, Risk Parity, Systematic Investing, Momentum Investing, Portfolio Optimization, & ETFs.

Steeve Pratte-2

 

 

 

 

 

Steeve Pratte
Business Product Manager, Croesus

As a Business Product Manager, Steeve is focused on ensuring that the product vision is continuously evolving with the needs of wealth management professionals. He has managed the portfolio oversight and rebalancing teams at a major bank and later at one of Canada's largest independent broker-dealers. For over 20 years, by working closely with advisors and portfolio managers, Steeve has gained in-depth knowledge on understanding their challenges and how to improve their practice with technology. Steeve is a graduate from Montreal’s HEC.

Sam Rook-1

 

 

 

 

 

Sam Rook
Associate Portfolio Manager, RBC Dominion Securities

Sam is an Associate Portfolio Manager and Wealth Advisor based out of Toronto. He has worked in the industry for over 17 years focusing on helping people plan, protect and invest for all their financial goals. Sam uses written and video blogging to connect, inform and educate clients and prospective clients. Through this, he has found great success at building his business and strengthening existing relationships by focusing on big picture financial topics that are important to people at any time.

As we seek to attract new and younger clients in a social media world, Sam believes that being able to connect with people on their time and through their devices, will make all the difference in growing your business into the future.

Wendy Rudd-1

 

 

 

 

 

Wendy Rudd
Member of the Board, Canadian Regulatory Technology Association (CRTA)

Gillian is the Chief Compliance Officer and Head of Business Integrity at Aligned Capital Partners Inc. She has held a variety positions of increasing scope and seniority within Aligned Capital since 2012, including VP of Finance and VP of Financial Operations. In her current role, Gillian leads the Business Integrity division of ACPI, carrying out the responsibilities of the CCO and driving risk management across the organization. She plays a key role at ACPI in leading technology and the evolution of compliance. Gillian is the Chief Compliance Officer and Head of Business Integrity at Aligned Capital Partners Inc. She has held a variety positions of increasing scope and seniority within Aligned Capital since 2012, including VP of Finance and VP of Financial Operations. In her current role, Gillian leads the Business Integrity division of ACPI, carrying out the responsibilities of the CCO and driving risk management across the organization. She plays a key role at ACPI in leading technology and the evolution of compliance. She received her Bachelor of Business Administration from Trent University and is a Chartered Professional Accountant.

Jos Schmitt

 

 

 

 

 

Jos Schmitt
President & CEO of NEO

Jos Schmitt is the visionary leader behind NEO, a bold and disruptive capital markets fintech firm comprised of the NEO Exchange, Canada’s next-generation senior stock exchange formed with the support of a number of blue chip financial institutions, and DealSquare, a fully-digitized private placement platform designed to make private markets more accessible than ever before. With an illustrious career spanning more than thirty years in the financial services industry, Jos previously served as CEO of the Alpha Group of companies, including the Alpha Exchange; and as Global Head of Capital Markets for Capco, a global professional services company focused on the financial services industry. Jos is a strong advocate of harnessing technology to make Canadian capital markets better.

Gregory Smith

 

 

 

 

 

 

Gregory Smith
Managing Director and Head of Wealth Management, Canada, Accenture

Gregory Smith is a Managing Director at Accenture and leads the firm’s Wealth Management practice in Canada. With over 25 years of both industry and management consulting experience, Greg serves major clients wanting to transform their business models in anticipation of changing industry imperatives.

Greg has a history of delivering successful engagements for clients in North America as well as the Asia-Pacific region. As a recognized thought leader within the global firm, he has researched and spoken at conferences on a number of strategic industry topics: changing needs of high net worth clients, impact of global trends to operating model flexibility, responses to the changing regulatory environment and technology enhancements for wealth advisor productivity –including robo-advice.

Robert Smuk

 

 

 

 

 

Robert Smuk
President, Agora Dealer Services

As president and CEO across three technology and services companies in the financial services industry,  I have been able to marry strong leadership, deep financial services knowledge and a love for technology to build, transform and enable diverse global teams. 

I lead through a simple philosophy that can be explained in three words - passion, drive and caring.  One must find a purpose that you care about, understand what success looks like, be driven to see it through with the passion to bring people together every step of the way. 

I believe that inspiration is what drives people and focus is what drives success.

Larry Swedroe

 

 

 

 

 

Larry Swedroe
Chief Research Officer, Buckingham Wealth Partners

Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives, The Evidence Based Investor, and Alpha Architect.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.

Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

Petia Tchouk-1

 

 

 

 

 

Petia Tchouk
Senior Manager, Partnership Development Fintech, MaRS Discovery District

Petia Tchouk, Senior Manager, Partnership Development MaRS Discovery District

In her work with MaRS, Petia is building an innovation-focused fintech ecosystem that connects startups, established companies and other financial industry stakeholders. She supports the MaRS mission of bringing together the innovation community to grow the economy and make an impact.

Prior to joining MaRS, Petia worked with the Trade Commissioner Service (TCS), where she helped AI, deep tech and biotech companies grow globally.

Lori Weir-1

 

 

 

 

 

 

Lori Weir
CEO & Co-Founder, Four Eyes Financial

Lori is passionate about creating shared understanding between people, and taking friction points out of processes, to produce results. The Four Eyes digital services platform was built from this passion.

As the managing partner of two successful consulting firms, she spent 20 years helping some of Canada’s most profitable companies including JD Irving, Standard Life and Scotia Wealth, align workflow processes and employee behaviours to drive positive client experiences. Lori is the past chair of ALS Canada and Marathon by the Sea, her volunteer efforts have also taken her abroad including work in Economic Development in Latin America

 

 

 

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Advisor rate - Complimentary
Subject to approval for: investment advisors, discretionary portfolio managers, financial planners, financial advisors etc.

Industry professional ticket - $499
Subject to approval for: service providers, wholesalers, fund issuers & marketers, investment fund managers & other professionals in the wealth management industry in a non-advisor role

 

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