Thank You for attending our 9th Annual Conference!

Although we did not record each presentation, we do have the PowerPoint decks used in each presentation. Simply click on a link to open the file in a new window.

We have an Amazing 2023 planned and look forward to working with you and celebrating with you next year!

• Carte Forward View by Carte Management with Kirk Purai - CEO of CRMI, CWMI and Maria Jose Flores - President of CWMI
• EasySend: Patrick Doyle - How To Keep Up With The Rapid Pace Of Digital Transformation
• Keynote Speaker - WillFul: Erin Bury - How To Use An Entrepreneurial Mindset To Win In Business
• CI Investments: Wilmot George - Retirement Planning - A Look At Retirement Paycheques
• Broadridge & AdvisorStream: Brendan Cubello - How To Drive Growth With A Scroll-Stopping Digital Marketing
• Industrial Alliance: Robert Carter - Thinking Outside the Box: The 21st Century Advisor
• Fidelity: Andrea Rigobon - The Evolving Regulatory Landscape - Deck 2
• SideDrawer: Ali Qureshi - Winning Clients with Better Collaboration
• Brightmark: Matthew Maingot - Using Salesforce To Provide Best-In-Class Advisor And Client Experiences
• How Knowledge Learned Can Assist Advisors In Creating Better Financial Plans By Jorge Ramos, National Director of Advanced Planning, Carte Risk Management
• Desjardins Financial: Micah Neale - First ever Guaranteed 5 Pay PAR
• Desjardins Financial: George C Iovankas - Desjardins PPNs-Combine Performance Potential, Security and Flexibility
• NPC Data Guard: Larry Keating - Rising Above the Cyberthreat Landscape
• NCM Investments: Jason Isaac - Global Dividend Investing 2022 and Beyond
• Manulife Insurance: Laura Yost - What's the Beat On the Street?
• CPP Foresters: Glenn Secord - Why Foresters - Making A Positive Impact
• TD Asset Management: Jose Alancherry - The Fundamentals: Pioneering a New Frontier in Equity Investing
• BMO Asset Management: Edward Ku - Innovative Solutions to Navigate the Market: ETF Based Mutual Funds
• Dynamic Funds: Collister Thomas - Successful Investing Strategies To Use In An Increasingly Volatile Environment
• ivari: Josie Malandrino & Frank Sobrinho - The Ivari difference: Things you may not know!
• Equitable Life: Giuliano & Subhastin - Top Competitve Advantages At Equitable Life - Investments and Insurance
• Beneva: Chris Paterson - Searching for Value In A World Of Inflation And Shrinkflation
• SL Insurance: Varshni Nimal - Utilizing Jenie To Bridge The Gap Between Traditional And Simplified Markets