May 17, 2022 | Online | 9:45 am – 4:20 pm ET
FounderLakeshore Performance Limited
President and CEOPascal WealthTech
Business Product ManagerCroesus
Co Head US Software Equity ResearchCiti
Managing EditorWealth Professional
VP Solutions EngineeringMako Fintech
Director, Field Technology ServicesManulife Securities
Co-FounderPlanworth
PresidentAdvisor Practice Management
Wealth Management Advisor, Portfolio ManagerNational Bank Financial Wealth Management
PresidentNPC
Partner & Senior Financial ConsultantWoodgate Financial Inc.
CFPCarte Wealth Management
Chief Revenue Officer & Co-FounderSideDrawer
Founder & CEOCapIntel
CEOCapco Canada
Vice President, Product StrategyEvolve ETFs
Head of Practice ManagementAgora Dealer Services Corp.
Chief Innovation OfficerFederal Reserve System (U.S.)
Managing Director and Practice Lead, Communications & CX ConsultingBroadridge
