Carte Financial Group

9th Annual Conference

October 17 - 20, 2022
Niagara Falls, Ontario

This Is Our Year!

Carte is committed to helping AGAs and Advisors reach their business goals via training and back-office support technology

Network with Our Carrier Partners

Speakers and Sponsors from our top carriers and vendors will be there to answer questions and help you grow your business

Have Fun & Do Business

Book a day early or stay a day longer. Enjoy the beautiful surroundings of Niagara Falls while learning and networking with industry colleagues

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This Year's Featured Keynote Speakers

Erin Bury

Co-Founder & CEO - Willful 

How To Use An Entrepreneurial Mindset To Win

The mindset of an entrepreneur is a unique set of qualities that positions startups to be more resourceful, take more risks, and view their business and its marketing plan as a blank slate, not a set of established rules. In this session, Erin Bury will use her decade of experience working with high-profile startups to define the entrepreneurial mindset and show audiences how to implement that mindset within your own organization. The session draws on case studies of successful companies, including her own, who have leveraged the entrepreneurial mindset.

Jeremiah Brown

Make The Impossible Possible
Lessons From An Improbable Olympic Journey

Jeremiah won an Olympic silver medal as a member of the Canadian men’s eight rowing team at the London 2012 Olympic Games. A former commercial banker with a big dream, he is one of few Olympians ever to have started learning his sport only four years before winning a medal at the Olympics.

What does it take to adapt to change and achieve your biggest goal? In this keynote, you’ll experience a rollercoaster journey full of insights on working through uncertainty, forging self-leadership, defeating doubt, staying resilient, and building and inspiring team trust from one of the fastest Olympians ever to go from his parents’ couch to the Olympic podium.

Daniel Morad

Canadian Race Car Driver & Coach
Rising Above Adversity and Understanding Your Value

Daniel talks about how he grew a sustainable career as a freelance race car driver. Through adversity, objections and fear he rose above it all by incorporating a creative and entrepreneurial mindset into his life and business to get to where he is today. Daniel shares his key to being open-minded and ready to try something new. Daniel will share the similarities of race car driving and being an entrepreneur.

  • Mindset & mentality
  • Overcoming objections & fears
  • Understanding your value
  • Being open-minded, ready to try something new

This Year's Exciting Line-Up of Presenters

Andrea Rigobon
Director, Procurement and
Senior Legal Counsel


Larry Keating
President and CEO, NPC

Jason Isaac, CFA, CAIA
Portfolio Manager at Cumberland Investment Counsel Inc.

Wilmot George, CFP,TEP,CLU,CHS
Vice President, Tax, Retirement & Estate Planning at CI Global Asset Management

CPP Foresters

Glenn Secord
Regional Sales Manager

Josie Malandrino
Sales Director, Greater Toronto Area & Northern Ontario

Ali Qureshi

Frank Sobrinho, BBM,FLMI,CLU,CFP
Sales Director, Southwestern Ontario

BMO Global Asset Management

Edward Ku

Director, Intermediary Distribution – GTA North, BMO Global Asset Management

Manulife Financial

Laura Yost
National Director of Retail Accounts, Individual Insurance Canada

Giuliano Savini
Regional Sales Manager

Subhastin Kharag

Regional Sales Manager

Micah Neale
Regional Sales Director

Dynamic Funds

Collister Thomas 
B.Comm, CIM, PFP

Vice President, Business Development Dynamic Funds

George C. Iovankas MBA, RIS
Senior Regional Sales Director


Chris Paterson

Senior Director of Business Development

Robert E. Carter
B.A (Hons) CFP, CLU
Regional VP of Sales

SL Insurance

Varshni Nimal 
Inside Sales

Brendan Cubello
Team Lead, Inside Sales

TD Asset Management

Jose Alancherry
Vice-President, Client Portfolio Management

Patrick Doyle
VP North American Sales

Matthew Maingot

BUSINESS GROWTH - Monday oct 17th

Complimentary Photo Headshot Session

Is it time to update your old headshot?  Now is the time to take action.  Carte will have an area set up at the conference where you can have your professional headshot taken.   You’ll have 5 headshot photos taken within a 10min session per person.  This will be on a first-book basis.  There is no charge for this photo session.

The photoshoot will be held on Monday October 17th between the hours of 1:30pm to 4:30pm. If response is high we will create more times throughout the conference. More details to come.

ENTERTAINMENT - Tuesday Oct 18th


The Magical Motivator

Rossini is an internationally renowned magician and illusionist, a powerful and dynamic speaker and writer, an incredible entertainer, an amazing communicator, promotional consultant, and one of the most creative entrepreneurs around!

Simply put, Rossini creates “real magic!”


What They Say About Carte Conferences

Nicola (Lino) Fedele 

Financial Advisor

I love attending the Annual Carte conferences. I’ve always come away with something positive and informative. It has also allowed me to meet other Carte Advisors and of course the fine people from Carte’s head office. I am looking forward to this years conference in Niagara Falls.

Kristina de Souza, CFP, RIS 

Certified Financial Planner and Responsible Investment Specialist

Each year, I look forward to the Carte conference as a unique opportunity to gather with inspirational peers and industry leaders. The atmosphere at the conferences is reflective of Carte’s collaborative and inclusive culture. Between the education and networking, I always leave with a sense of accomplishment, growth, and motivation.

Diana Feliz

Independent Advisor

Carte conference 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!

Geoff Macgillivray

President, Blue Harbour Financial Services

Our virtual carte conference 2021 was a great event. The event planning and delivery was superb and made everyone feel as close to an in person event as possible. We had all our local agent in the office to attend the virtual conference which brought an in person feeling to the event.  Thanks for all the hard work and planning!!

Our Conference Is Partially Sponsored By: