Days
Hours
Minutes
Seconds

Canada’s Leading Practice Management and Technology Event for Financial Advisors

LEADERSHIP & TECH SUMMIT 2018

MAY 30, 2018 | THE WESTIN HARBOUR CASTLE, TORONTO

WEALTH PROFESSIONAL MAGAZINE PRESENTS

Wealth Management Technology Keynote

Michael Katchen

Co-founder & CEO, Wealthsimple

Michael Katchen is the CEO and co-founder of Wealthsimple, a leading online investing service operating in Canada, the U.S., and the U.K. In under three years, it has grown to manage over $1 billion for more than 40,000 people. Prior to founding Wealthsimple, Michael led product and marketing at 1000memories, a Y Combinator startup that was acquired by Ancestry.com in 2012.

FEATURED SPEAKERS

Rosemary Horwood

Rosemary Horwood

Vice President, Investment Advisor, Rosemary Horwood Wealth; Multi-Award Winning Advisor, Richardson GMP

Jason Pereira

Jason Pereira

Partner & Senior Financial Consultant, Woodgate Financial at IPC Investment Corporation

Sabaa Quao

Sabaa Quao

President & Founder, /newsrooms

Brian Laundry

Brian Laundry

Insurance Consultant, Hollis Insurance Inc.

WHY FINANCIAL ADVISORS SHOULD ATTEND:

Engage with other financial advisors through facilitated networking opportunities including our luncheon technology showcase

Gain exclusive insights from international experts and Canadian industry leaders into latest developments and technological advances in Canadian wealth management

Take your wealth management firm to the next level by effectively embracing technology and innovation

Actively participate and exchange ideas with other financial advisors in a series of practice management and technology panel discussions

GOLD SPONSOR

SILVER SPONSOR

WP MAGAZINE PARTNERS

WPA_CSI

TESTIMONIALS

See What People Say About Us

“You all must be very pleased with hosting such an outstanding Awards night.

I can’t tell you how much I enjoyed myself last night, congratulating and encouraging the nominees, posting on twitter…

Your execution was flawless, your team is very well respected.”

- Susan Andrighetti
First Vice President, CIBC Wood Gundy
Just a quick note to express thanks from Manulife Bank Sales and Marketing for a truly successful event on Friday night. The feedback from our senior management team has been positive. The evening was well executed and our branding was strong with good exposure throughout the evening's activities.

I appreciate all the work you did to deliver real value for our sponsorship.”

- Jill Bender
Marketing, Manulife Bank
“Thank you guys again for yesterday event. I had a great time and I am very excited to be at work and to increase my business volume!”
- Andrew Patrick Oproiu
Investment Advisor | Financial Advisor | Life Insurance Advisor
“Thanks for hosting such a lovely event. Had a great time last night!”
- John J. De Goey
Portfolio Manager, Industrial Alliance Securities Inc.

WP Leadership & Tech will host 300+ attendees

Meet the experts, get involved in community

Reserve Your Seat!