Registration is now closed
For more information email dcarr-pries@investorcom.com
For more information email dcarr-pries@investorcom.com
Arcadian Court | Toronto
For information specific to the client conference please contact Robert Cosentini at Robert@iambic.ca
What is Financial Services 2030?
The Canadian financial services landscape is rapidly shifting. Firms need to understand the key themes and trends that will shape the future and develop a vision that will prepare and keep pace with that future.
As a leader in delivering outsourced compliance solutions to Canadian financial services firms, InvestorCOM is pleased to invite you to our annual conference: Financial Services 2030.
Join other industry leaders and our guest Millennial Panel to explore this theme through 3 perspectives:
- Digitization & Technology Trends – how will existing and new technology change the landscape in 2030?
- The “new client” – the largest Intergenerational Wealth Transfer in Canadian history will change who our clients are and their expectations.
- Emergence of new financial services players – how will the role of FinTechs, BigTech, and other emerging competitors impact Canadian financial services.
When: June 4th, 2019
Where: Arcadian Court, 401 Bay Street, Toronto ON
Schedule
| 8:30 | Registration, Breakfast and Networking |
| 9:00 | Welcome and Introduction |
| David Reeve, CEO, InvestorCOM | |
| 9:15 | Laying the Foundation: |
| Trends that will shape the future. Peggy Van de Plassche, Managing Partner, 113 Ventures |
|
| 10:00 | Digital Transformation Strategies |
| Tom Park, BDC | |
| 10:30 | Coffee/Tea Break |
| 11:00 | Financial Services Innovators Panel: Panelists to discuss how they have succeeded in innovating and what are they observing in terms of clients changing demands for products and services. How do organizations drive a culture of Continuous Innovation. |
| Gillian Riley, CEO, Tangerine Bank Som Seif, CEO, Purpose Investments JF Courville, CEO, Wealthsimple for Advisors Moderator: John MacKinlay, Sr Advisor, Growth Equity |
|
| 12:00 | Lunch |
| 12:45 | The Advisor Perspective: Discuss the Communication Challenges and Opportunities Between Advisor and Client and How to Manage Pending Intergenerational Wealth Transfer |
| Ellen Bessner, Partner, Babin Bessner Spry, and best-selling author of Advisor at Risk and Communication Risk | |
| 1:45 | Financial Services Millennial Panel: Young Financial Services Professionals Discuss Challenges and the Desired State of Financial Services 2030 |
| Moderator: John Bardawill, Managing Director, TMG International |
|
| Panelists: Stephan Cantanna, Private Wealth Associate, Investment Planning Counsel Rebecca Guy, Masters of Management of Artificial Intelligence Candidate, Associate, Scotiabank Global Capital Markets Sarah Reeve, Digital Associate, TD for Me Jordan Walwyn, Digital and International Banking Strategy, Scotiabank |
|
| 2:45 | Event Wrap-up & Reception |
For information specific to the client conference please contact Dave Carr-Pries at dcarr-pries@investorcom.com
Guest Speakers
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Thomas Park,
Vice President, Corporate Strategy & Initiatives at BDC
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Gillian Riley
President & CEO, Tangerine
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Som Seif
President, CEO, Purpose Investments
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Jean-François (J-F) Courville
CEO, Wealthsimple for Advisors
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John MacKinlay
Senior Advisor, Growth Equity
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Ellen Bessner
Partner, Babin Bessner Spry LLP
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John Bardawill
Managing Director, TMG International
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Peggy Van de Plassche
Managing Partner, 113 Ventures
Financial Services Millennial Panel
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Stephan Cantanna
Private Wealth Associate, Investment Planning Counsel
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Rebecca Guy
Masters of Management of Artificial Intelligence Candidate, Relationship Management Business Associate, Capital Markets, RBC
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Sarah Reeve
Digital Associate, TD for Me
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Jordan Walwyn
Digital and International Banking Strategy, Scotiabank