Speakers

Top Advisors

• R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
• Liz Shook, Co-Founder, COO, SHOOK Research
• Pablo Fuchs, Editor, Globe Advisor, The Globe and Mail
• Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC
• Laura Barclay, Vice-President and Senior Portfolio Manager, TD Bank Private Investment Counsel
• Jay Smith, First Vice-President, Portfolio Manager, Investment Advisor, CIBC Wood Gundy
• Deborah Debas, Responsible Investment Specialist, Desjardins Wealth Management
• Ian Riach, Senior Vice-President, Portfolio Manager, Franklin Templeton Investment Solutions

Sessions

CE Credits Available

• Market Risks and Opportunities
• Inflation in Focus
• Income Strategies in a Low-Interest World
• Building a Successful Team
• Success Strategies – Insights from Canada's Top Wealth Advisors
• ESG and HNW – Keeping pace with growing interest
• Tax Planning in the 2020s – Preparing for changes ahead
• Service Model of the Future – Tactics to thrive in a changing industry