AGENDA

All times in ET

• 2:30 PM

  Registration

• 2:55 PM

  Opening remarks from Chairperson

• 3:00 PM

  Opening Keynote: Fireside chat – Understanding what’s new in wealth management

  Challenging market conditions and increasing levels of volatility are making it harder for advisors to deliver a strong investment performance for clients. This session will look at the latest trends and obstacles, and how top advisors are adapting to new conditions to deliver consistent growth.

  • An overview of new business models in the competition for market share
  • A look at new technologies and how they are transforming wealth management
  • Planning your business strategy – from the growth phase to succession
  • Navigating demographic shifts – how can you increase your market share as wealth changes hands?

• 3:35 PM

  Panel: “What I wish I knew when I started out” – Proven strategies for developing your practice

  More than ever, wealth managers need to make use of every potential advantage they can to ensure that they deliver continued growth to meet and exceed investor expectations. This session will look at lessons learned from previous financial crises, and best practices for identifying opportunities for growth

  • How can you protect and grow your practice in the early stages?
  • Learning how to determine the ideal type of client for your business
  • Optimising and streamlining your practice to focus on what matters most
  • Managing risk to protect your business while maintaining growth

  

  Steven Furtado, CIM

  Investment Advisor
  Mandeville Private Client Inc. | Zagari + Simpson Wealth Management

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  Steven Furtado, CIM

  Investment Advisor
  Mandeville Private Client Inc. | Zagari + Simpson Wealth Management

  After nearly 15 years of operating a family business, an inherent passion for entrepreneurship, investment, and people, lead me into the Wealth Management industry. 

  Since then, my team and I have developed a practice that revolves around serving the often complex needs of Business Owners and their families by implementing our collaborative approach.  

  Being independent is a key element in delivering unbiased wealth management solutions to our clients, and it’s something I take great pride in. 

  Our practice continues to grow, as we continue refining our approach to adapt to a rapidly changing landscape. 

  Over the years I’ve been fortunate enough to have been nominated as a finalist for the Young Achiever Award in 2020 & 2021, as well as The Rising Star finalist in 2019 by Wealth Professionals Canada and was the recipient of “The Distinguished Advisor of the Year” award by the Knowledge Bureau. 

  

  Rob McClelland

  Vice President
  The McClelland Financial Group

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  Rob McClelland

  Vice President
  The McClelland Financial Group

  Rob is the founder of The McClelland Financial Group and a Senior Financial Advisor. Offering a thorough understanding of the diverse needs of professional and retired clients, Rob McClelland holds an Honours degree in Business Administration from the prestigious Western University’s Richard Ivey School of Business. 

  Rob has assisted thousands of investors to achieve their financial goals for more than 30 years as an expert on how to minimize risk and maximize income during pre- and post-retirement stages. A prolific speaker and financial educator, Rob has been featured in Report on Business Magazine and written for the Canadian-acclaimed newspaper, the Financial Post. Rob has remained one of Wealth Professionals’ Top 50 Advisors in Canada since 2014. In 2021the Globe and Mail’s Report on Business Magazine included Rob in its ranking of Canada’s Top Wealth Advisors. Rob has built a solid practice at The McClelland Financial Group based on a reputation for delivering outstanding service and advice. 

  Prior to embarking on a successful career in the financial services industry, Rob was a Senior Executive for a successful Canadian retailer. He later earned the title of Vice President for The Equion Group before later transitioning to the role of Senior Financial Advisor at Assante Capital Management Ltd. Rob has achieved his CFP (Certified Financial Planner) designation and is one of the only few hundred to receive an RFP (Registered Financial Planners in Canada) designation. 

  Rob is an avid golfer and loves to travel with his family during his spare time. With a love for hockey, Rob has played on a Toronto hockey team for over 15 years and resides in Richmond Hill with his loving wife and three children. 

  

  Francine Dick, CFP

  Insurance & Financial Planner
  Carte Wealth Management

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  Francine Dick, CFP

  Insurance & Financial Planner
  Carte Wealth Management

  For over 25 years as a financial advisor, Francine has helped hundreds of women and families.  She was born in Toronto where she still lives in the Roncesvalles neighbourhood.  As a sole support mother of three children, Francine understands the challenges we face and our need to be prepared for life’s unexpected events.  Clients appreciate her patience, empathy and knowledge. She specializes in Socially Responsible Investing, preferring investments that meet environmental, social and governance standards. She also helps manage risk, protecting her clients against life’s uncertainties with life, disability and critical illness insurance and ensures they have a proper estate plan.  She is the author of the upcoming book, Enjoy Your Latte, a Financial Advisor’s Guide to Money and Life.

  Francine is a tireless volunteer and was the recipient of the Canada 125 Medal and the Queen Elizabeth II Diamond Jubilee Medal for her community service. In addition to volunteering, she enjoys hiking and Toronto’s lively theatre scene.

  Francine is a Certified Financial Planner, Responsible Investment Specialist and Elder Planning Counselor.

  

  David Little

  Senior Investment Advisor & Director
  iA Private Wealth

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  David Little

  Senior Investment Advisor & Director
  iA Private Wealth

  David became the third national recipient of the 2017 Invesco Canada Award for Lifetime Achievement and was a 2018 inaugural inductee into the Wealth Professional Canada Hall of Fame. 

  His 38-year stewardship of Blue Oceans Private Wealth at iA Private Wealth as Senior Investment Advisor extends beyond his Practice and into the national media; formerly on CBC’s “Undercurrents” with Wendy Mesley, a regular guest speaker for “Money Talks” on CFRB and recently featured on CHML’s “Ask the Experts.” 

  David’s commitment to educating the public and his clients on key principles and strategies for obtaining financial independence led to the founding of Blue Oceans Private Wealth and Retirement Income Planners of Canada. 

  The social impetus of both companies is educational, spanning market trends, changes in tax laws, and new financial strategies. David and his wife Deborah recently celebrated 40 years of marriage and are grateful for the blessings of their two accomplished adult children, David Jr. and Brittany, coupled with the many joys experienced with their four felines: Rex, Roxy, Ricky, and Rocky. 

• 4:25 PM

  Panel: The road ahead – Deploying new strategies and capabilities to achieve growth

  The wealth management industry is changing rapidly, and new strategies and technologies are emerging to maintain growth in the face of adversity. This session will look at new approaches to client relationships and risk management, and how new firms are hitting their growth targets in a challenging market.

  • Understanding the importance of branding and social media presence
  • Harnessing big data and advanced analytics to engage with clients and develop new investment and funding strategies
  • Practice management – dealing with the complexity that comes with growth

  

  Grant White

  Founder & Managing Director
  Endeavour Wealth Management

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  Grant White

  Founder & Managing Director
  Endeavour Wealth Management

  Grant White is the Founder and President of Endeavour Wealth Management. He has been recognized as a top performing Financial Planner and Portfolio Manager by organizations including “The Carson Group” and “Wealth Professional” where he was voted the top advisor in Canada under the age of 40. Grant is regularly featured on CJOB, Winnipeg’s largest talk radio station, Wealth Professional and BNN Bloomberg.

  Grant and his wife are proud members of the community and are passionate about lending their time back to society. In his spare time, he enjoys creating memorable moments with his family, reading and being active. He is passionate about travel, getting out on the rink and loves hiking.”

  

  Tammy Cash

  Head of Marketing
  Vanguard

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  Tammy Cash

  Head of Marketing
  Vanguard

  Tammy Cash, an award-winning chartered marketer, is head of marketing for Vanguard Americas, where she is responsible for being a brand steward, innovative storyteller, customer-centricity expert, and driver of growth. 

  Prior to joining Vanguard, Ms. Cash was Executive Vice President and Head of Marketing for Horizons ETFs, a subsidiary of Mirae Asset Global Investments, overseeing marketing technology, content, and media in Canada. 

  Ms. Cash is a co-head of the Canadian Chapter of Women in ETFs (WE) and a Regional Director of WE Global. She is also the Marketing Chair for the Canadian ETF Association (CETFA) where she leads a committee focused on building ETF awareness and advocacy. 

   

  

  Susyn Wagner

  Senior Wealth Advisor
  Senior Portfolio Manager, Wellington Altus

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  Susyn Wagner

  Senior Wealth Advisor
  Senior Portfolio Manager, Wellington Altus

  Susyn Wagner is a Senior Portfolio Manager and Certified Financial Planner with Wellington-Altus Private Wealth.  Prior to joining Wellington-Altus, Susyn worked with CIBC Wood Gundy  for many years and was one of the few women who attained Chairman’s Club level. Susyn received the Wealth Professional Discretionary Manager of the Year award in 2022. Susyn’s primary goal is to help her clients achieve financial security and comfort, leaving them open to living a life they love. She has a passion for working with people, building relationships, and helping others reach their goals.

• 5:10 PM

  Closing remarks from chairperson

• 5:15 PM

  Networking Drinks Reception