KEYNOTE SPEAKER: BRIAN CARTER
MOTIVATION + CUSTOMIZED TAKEAWAYS + ORIGINAL HUMOR
BRIAN is a bestselling author and keynote speaker with 19 years’ experience achieving marketing, sales and customer service results for companies of all sizes in every industry. Would you rather hear proven processes, or unproven theories? Brian knows what works, because he’s consulted with and implemented marketing for hundreds of companies. His hands-on business experience, cutting-edge insights, and background in improv and stand-up comedy culminate in a keynote speaker and trainer who leaves every audience not only entertained, but motivated and armed with powerful strategies and tactics.
tHIS YEAR'S GUEST SPEAKERS
VIVER
Jorge Ramos, CFP, CLU, TEP
President of VIVER
FIDELITY
Andrea Rigobon
Director, Procurement, Senior Legal Counsel and Chief Privacy Officer
ADVOCIS
Andy Cameron
Corporate Trainer
ADVOCIS
Jack Mazakian
VP & Principal Broker
CI Investments
Thomas Galikowski, CMT, CIM, FCSI
VP, Institutional Portfolio Manager - Equities
BENEVA
Sam Alves
Director, Business Development
BENEVA
Chris Paterson
Senior Director, Business Development
Manulife Bank
David Frazer
RVP, Ontario Central
UV Assurance
Guillaume Fauteux
GF - Vice President, Business Development and Marketing
UV Assurance
Chantal Marquis
CM - Director, Business Development
Mackenzie Investments
Dave Taylor
Vice President, Portfolio Manager, Mackenzie Bluewater Team
Mackenzie Investments
Tyler Hewlett
Vice President, Portfolio Manager, Mackenzie Bluewater Team
CPP Foresters
Zainab Sheikh
Regional Vice President, Ontario
TD Asset Management
Jonathan Needham CIM, MBA
Vice President & Director, Lead of ETF Distribution for TDAM
BMO GAM
Ashley Francis
Intermediary Distribution
BMO GAM
Sabrina Fanelli
Senior Associate for National Accounts
INDUSTRIAL ALLIANCE
Todd Straus
Director of Sales, Life Insurance
INDUSTRIAL ALLIANCE
Christine Culbertson
Account Executive, Group Benefits and Retirement
INDUSTRIAL ALLIANCE
Matthew MacDonald
Director of Sales, Investment and Retirement
FSRA
Thera Medcof
Senior Manager, Life and Health Agents, Market Conduct
FSRA
Kim Wasylciw
Senior Compliance Officer, Life and Health Agents, Market Conduct
FSRA
David Ha
Senior Manager, Regulatory & Credentialing Oversight, Market Conduct
Looking back...
Thanks for the Great Memories!
So much packed into three days!
October 6-9, 2024
Deerhurst Resort
1235 Deerhurst Drive
Huntsville, Ontario
Call Today To Reserve: 1-800-461-4393
Head north on Highway 400, Continue onto Highway 11 North, Exit onto Highway 60 East. From here you are just five minutes away from Deerhurst. Turn right onto Canal Rd, merge onto Deerhurst Drive
What Advisors Say
cONFERENCE REVIEWS
Carte conferences have been a great experience. It's a real support to our business within the industry, bringing valuable insights and updates that are essential. My favorite part of the conference is the dynamic connection with everyone; the Carte admin team who support us, other colleagues and the carriers. It's great!
DIANA FELIZ, advisor
The Carte conference offers a great opportunity to network with other professionals and learn about practise management and industry knowledge.
The content was well dviersified and everyone on our team ended up getting something valuable out of attending.
John baynham, cim, qafp
president, retirement income group
I look forward to the Carte Conference every year as an opportunity to celebrate our hard work and accomplishments with fellow advisors, Carte staff and industry professionals. The environment is always positive, supportive and encouraging. Carte selects intriguing speakers and panellists so we all leave with plenty of knowledge and strategies to implement for further success ahead.
Hilary MacLean
Advisor (Team Rampersad)
It was a great time with colleagues. The presenters were incredible, as was the entertainment. Getting to share ideas and create friendships with my peers was what I enjoyed most.
Sean Colangelo PFP
Accredited Financial Planner
Conference 2024 Sponsors
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Bronze Sponsors
