Past Attendees


This event is a must-attend for anyone seriously looking at the exploding area of Canadian ETFs, Structured Products and Closed End Funds as a trading tool.
Some of the key players that we look forward to welcoming to the event:

Investors:

Asset Advisors:

 

Service Providers:

 

 

 

 

 

• Institutional Investors

• Endowments/Charities

• Accredited Investors

• Private Banks

• High-Net-Worth Individuals

• Venture Capitalists

• Family Offices

 

· Investment Advisors

· Financial Planners

· Portfolio Managers

· Private Client Fund Managers

· Institutional Advisors

· Investment Consultants

· Investment Analysts

· Managing Consultants

· Hedge Fund Managers

· Insurance Companies

 

· ETF Issuers

· ETF Marketers

· Index Providers

· Lawyers

· Regulators

· Third-Party Distributors

· Tax Analysts

· Technology Providers

· Index Providers

· Market Makers

· Designated Brokers

· Liquidity Makers

PAST ATTENDEES

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

#

21st Avenue Partners

3Macs

A

Accredited Capital Corporation
Adaptive Asset Management Ltd.
Advisor Group
Aequitas Neo Exchange
AFZ 93 W Investment Mgm
AGF Investments Inc.
Aligned Capital Partners Inc
All Group Financial Services
Altus Securities
Ambit Search
ARA Compliance Support

Arbutus Partners
Argosy Securities Inc.
ARK Invesment Management LLP
Ascendo Financial
Ashton College
Assante Capital Management Ltd
Assante Wealth Management
Asset TV
Aston Hill
Axcess Capital Advisors Inc.

B

B.F. Legacy Corporation
Bank of Montreal
Banwell Financial Inc.
Barclays
BC BENEFITS
Becksley Capital Inc.
Bellwether Investment Management
Benefits Canada
Bertic & Associates Inc.
BlackRock Asset Management Canada Limited
Blair + Adrian Wealth Advisory
Blakes, Cassels & Graydon LLP
Bloomberg
BluePrint Global Partners
BMO ETFs
BMO Asset Management Inc.
BMO Bank of Montreal

BMO Capital Markets
BMO Exchange Traded Funds
BMO Financial Group
BMO Global Asset Management
BMO InvestorLine
BMO Nesbitt Burns Inc.
Borden Ladner Gervais LLP
Brant Securities Ltd.
Brassard Goulet Yargeau
Breton Hill Capital Ltd
Broadridge Financial Services
Brompton Funds
BT Global
Burgeonvest Bick Securities Limited
BusCom Real Estate Services
BUZZ Indexes

C

C4 Wealth Management
Caldwell Investment Management Ltd.
Caldwell Securities Ltd.
Canaccord
Canaccord Genuity Wealth Management
Canadian ETF Association
Canadian Resources Capital
Canadian Securities Exchange
Canadian Share Owner Investments
Canadian Shareowner Investments Inc
CanFin Financial
Cantor Fitzgerald & Co
Cardian Enterprises Inc
Cardinal Point Capital Management Inc.
Carrera
Casse Retraite Ville De Montreal
CastleBay Wealth Management
Catalyst
Catch Resources Inc.
Cayman Islands Department of Tourism
Centurion REIT
Certain Capital Partners LLP
Chalten Fee-Only Advisors Ltd.
Charles Schwab

Charlton Private Wealth Management, Inc.
Chippingham Financial Group
CIBC Capital Markets
CIBC Imperial Service
CIBC Mellon
CIBC Private Wealth Management
CIBC Securities Inc.
CIBC Wealth Management
CIBC Wood Gundy
CIBC World Markets
CIFP
CitiStar Financial
CN Investment Division
Coast Capital Savings
Computershare Trust Company of Canada
ConservativeInvestors™ Services
Cornerstone Group
Cougar Global Investments Limited
Credential Financial Inc.
Credential Securities Inc.
Credential Securities Inc.
Crestridge Asset Management Inc.
CSTA Oakville Chapter Head
Cymor Strategic Growth Funds

D

DC Pension Group
Desjardins Securities
Di Tomasso Group Inc.

Dimos Holdings Ltd.
Dolphin Enterprises
Dundee Goodman Private Wealth

E

EE.D. Watson Workplace Benefit Consultants
Echelon Wealth Partners
Echelon Wealth Preservation
Edward Jones
Efficient Wealth Management
EGShares ETFs
Elite Advisors Canada Inc
Emeritus Financial Strategies

Equinox Investment Management Ltd.
ETF Global
ETF.com
ETFGI LLP
ETFinsight
Euro Pacific Canada
EverTrust Financial Services
Excel Funds Management Inc.

F

FactSet
Faskin Martineau DuMoulin LLP
Fibonacci Capital
Fidelity Clearing Canada ULC
Fidelity Investments
Fidelity Investments Canada
Fiera Capital Inc.
Finance et Investissement
Fin-XO Securities
First Asset ETFs
First Trust Portfolios Canada
FIS Fox River
Fisgard Asset Management
Forstrong Global Asset Management Inc.
Foster & Associates Financial Services Inc.

Frame Global Asset Management
Franklin Templeton Investments
Freedom 55 Financial
Friedberg Mercantile Group
Front Shore
F-Squared
FT Portfolios Canada Co.
FTSE Russell
Fulcra Asset Management Inc
Fundamental Research Corp.
Fundata Canada Inc.
FundEX Investment Inc.
fundserv
Future Wealth Consulting

G

GESTION CRISTALLIN INC.
GF Securities
Global Securities Corp.
Golden Lines Financial
Goldman Communications Inc.
GP Wealth Management

GPS Consulting
Grant Thornton LLP
Gravitas Securities Inc.
GRG Capital Advisors
Guardian Capital

H

HAHN Investment Stewards & Company Inc.
Halifax Port ILA/HEA Pension Plan
Halton Wealth Management Inc
Hamar Capital
Hampton Securities Inc.
Harbourfront Wealth Management
Hays Advisory
Haywood Securities Inc.
Heights Financial

Hirji, Lum & Orr, Chartered Accountants
HL Bayview Financial
HMB Financial (Raymond James)
Holistic Fiscal Strategies
HollisWealth
Horizons ETFs Management (Canada) Inc.
HSBC Global Asset Management Ltd
HUB International Insurance Brokers

I

i9Consulting Group
IBK Capital Corp.
IceCap Asset Management Ltd.
ICON Advanced Planning Inc.
IDC Financial Worldsource
IDC Worldsource Insurance Network
IFSE Institute
IG Securities
Independent Financial Concept Group
Index Wealth Management Inc.
Industrial Alliance Securities Inc.
Infinity Global Capital
Inflection Mangement Inc.
INK Research
Inside ETFs
InstarAGF Asset Management Inc.
Integral Solutions

Integralis
Interactive Brokers
Intergral Solutions
International Transaction Systems
Invesco Canada
Invesco/PowerShares
Investia Financial Services
Investment Executive
Investment Planning Council
Investor Economics
Investors Group Securities Inc.
Invico Capital
IPC Securities Corp.
iShares/Blackrock
ITG Canada Corp.
IVEST Consumer Partners

J

J.C. Hood Investment Counsel Inc.
Jacob Securities Inc
Jarislowsky Fraser, Global Investment Management
Jaytech Solutions

Jobs in ETFs
Jones Gable
Jordan Capital Markets Inc.

K

KCG Holdings
Kingsman Wealth Management Group Inc.

KMI Publishing and Events Limited
KPMG LLP

L

Landry Investment Management
Laurentian Bank Securities
Laurier Capital
Lazard Asset Management
Leede Financial Markets Inc.
Leede Jones Gable Inc.

Legacy Private Wealth
Les Affaires
Lexstone Capital
London Stock Exchange Group
Lycos Asset Management

M

Macdonald, Shymko & Company Ltd
MacDougall Investment Counsel
MacKelvie Frech
Mackenzie Investments
Mackie Research Capital Corp.
Macquarie Group
Mandeville Private Client
Manulife
Manulife Private Wealth
Manulife Securities Inc.
Market Logics
Maxam Capital Management Ltd.

Media Consultant
Medley Financial
Meridian Credit Union
ModernAdvisor
MOI Solicitors
MoneySense
Montreal Exchange
Morgan Stanley Wealth Management
Morningstar Canada
MSCI
Mutual Fund Dealers Association of Canada

N

Nasdaq
National Bank Financial
National Bank Financial Markets
National Bank of Canada
National Best Financial Network
Navigation Wealth Management
NEMA

NEO Exchange
Nest Wealth
Networth Financial Corp.
Nicola Wealth Management
Northland Wealth Management
NorthShore Wealth Management

O

OBSI
Odlum Brown Ltd.
Olympia Trust Company

One Capital Management LLC
Ontario Securities Commission

P

Parkhouse Financial/PSSI
Peak Investment Services
PEAK Private Wealth
Peak Securities Inc.
PeerConnect Inc.
Periscope Capital
Peter Bailey Investment
PFSL Investment Canada Ltd.
PI Financial Corp.
Pinnacle Fund Administration
Pinnacle Wealth
Pinnacle Wealth Brokers
Placements IDEMA
PlanLogix

PoerShares
Portfolio Solutions
Portfolio Strategies Corp.
Portfolio Strategies Securities Inc.
Portland Investment Counsel
PowerShares by Invesco
PowerShares Canada
PPL Solutions
Prestigious Properties
ProfPlan Exempt Market
ProShares
Provisus Wealth Management
Psychotherapy Matters
PUR Investing Inc.

Q

Qtrade Advisor
Qtrade Securities

Queensbury Securities Inc.
Questrade Wealth Management

R

Radin Capital Partners
Raintree Financial Solutions
Raymond James Ltd.
RBC Capital Markets
RBC Direct Investing
RBC Dominion Securities Inc.
RBC Global Asset Management Inc.
RBC Global Management
RBC Wealth Management
RDA Capital
Rebuck & Associates
Redcliffe & Company
Redwood Asset Management
Research Affiliates
ReSolve Asset Management
Rethink Solutions
Rice & Company LLP Chartered Accountants

Rebuck & Associates
Redcliffe & Company
Redwood Asset Management
Research Affiliates
ReSolve Asset Management
Rethink Solutions
Rice & Company LLP Chartered Accountants
Richardson GMP Ltd.
Rise Properties Trust
RiverFront Investment Group, LLC
Robson Capital Management Inc.
Rogers Group Financial
Rogers Media
Roubini Global Economics
Royal Canadian Mint
RSA Financial Services
Ryan Lamontagne Inc.

S

S&P Dow Jones Indices
Sage Advisory
SAIV Wealth Inc.
Sawyer & Sawyer Ltd.
Sawyer Wealth Management
SciVest Capital Managment Inc
Scotia Mcleod
Scotia Wealth Management
Scotiabank
Security Financial Services
SGGG Fund Services Inc.
Shawley Financial & Insurance Solutions
Sherpa Asset Management Inc.
SIA Wealth Management
Skz Associates Ltd
Sloane Capital Corp.

Soactiv AG
Society Generale Capital Canada Inc.
Sodhi Asset Management
Sphere Investments
State Street Global Advisors Ltd.
Steady Hand
Sterling Bridge
Stewart Financial
Stirling Exchange
Store First
STOXX Ltd.
Strategic Analysis Capital Management Inc.
StrategyMarketing.ca
Stratigis Capital Advisors
Sunlife Financial
Systematic Strategies, Guardian Capital LP

T

Tacita Capital Inc.
Tactex Asset Management
Tarman Inc
Tax Management Solutions
TC Media
TD Asset Management
TD Bank Group
TD Canada Trust
TD Securities Inc.
TD Waterhouse
TD Wealth
TD Wealth
TD Wealth Private Client
Teja Life Insurance Planning Inc.

The Arres Group
The Atmospheric Fund
The Farmer Group
The Globe and Mail
The Legacy Team
The Return on Disability Group
The SPY Surfer
TMX Equity Transfer Services
TMX Group
Toronto Stock Exchange
Trapeze Capital Corp.
Trez Capital
TriView Capital Ltd.
Twenty First Century Capital Inc.

U

UNIVERIS

University of Toronto

V

Valhalla Diamond Fund
Valhalla Diamond Trust
Vance Financial Group

Vancity
Vanguard Investment Canada Inc.
Viewstone Investments

W

Wave Analytics
Wealth Professional Canada
Wealth Stewards Portfolio Management Inc.
WealthBar Financial Services
Wealthsimple
WealthTerra Capital Management Inc.
Western Canadian Properties Group
Western Capital Financial Services Inc.

Whylie Financial Inc.
Wickham Investment Counsel
Windhaven Investment Management
Wisdom Tree
Wolverton Securities Ltd.
Women In ETFs
World Financial Group

X

Y

yourCFO Advisory Group

 

Z

Zagarai, Simpson & Associates

 

 

 
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Sponsor and Speaking Opportunities and Press Inquiries
If you're interested in sponsorship and speaking opportunities, or if you are a member of the media interested in attending the event please contact:

Sara Kasuji
kasuji@radiusfinancialeducation.com

T: 416.306.0151

General Questions

If you have a general question about the Forum please contact:
info@exchangetradedforum.com