Preliminary Conference Agenda
Address: 525 Bay St., Toronto, ON M5G 2L2
T: (416) 597-9200
Wednesday, August 31, 2022 | |
9:00 a.m. |
Registration / Breakfast / Networking sponsored by CI Global Asset Management |
9:30 a.m. |
Opening Remarks: Justin Warren, President, Radius Financial Education |
9:45 a.m. |
Pat Dunwoody |
10:00 a.m. |
Katherine Judge |
11:00 a.m. |
Alfred Lee |
12:00 p.m. |
Lunch / Networking sponsored by Franklin Templeton Canada |
1:00 p.m. |
Lisa Lake Langley |
2:00 p.m. |
Moderator: Greg Walker |
3:00 p.m. |
Networking Break sponsored by Emerge Canada |
3:30 p.m. |
Kelly MacDonald |
4:30 p.m. |
Day 1 Closing Remarks: Pat Bolland - Business Media Guru |
4:45 p.m. |
Networking Reception sponsored by BMO Global Asset Management |
Thursday, September 1, 2022 | |
9:00 a.m. |
Registration / Breakfast / Networking sponsored by State Street Global Advisors |
9:45 a.m. |
Day 2 Opening Remarks: Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA) |
10:00 a.m. |
Veronika Popova |
11:00 a.m. |
Kevin Headland |
12:00 p.m. |
Lunch / Networking sponsored by Manulife Investment Management |
1:00 p.m. |
Dave Wahl |
2:00 p.m. |
Jonathan Needham |
3:00 p.m. |
Networking Break sponsored by TD Asset Management |
3:30 p.m. |
Chris Heakes |
4:30 p.m. |
Panel Discussion Moderated by Pat Dunwoody With the following statistics: women make up 50% of the population - there are more people over the age of 65 than under 15 and women on average live 4-5 years longer than men – last year’s census data shows Canadians in their late 50s are likelier to be divorced than any other age group…..why are women not becoming a target market for advisors? Come and learn why and how you can attract female advisors to your team and how to attract and keep female clients.” |
5:30 p.m. |
Day 2 Closing Remarks: Pat Dunwoody, Executive Director, Canadian ETF Association (CETFA) |