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
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.
Vice President, Investment Advisor, Rosemary Horwood Wealth; Multi-Award Winning Advisor, Richardson GMP
Partner & Senior Financial Consultant, Woodgate Financial at IPC Investment Corporation
President & Founder, /newsrooms
Insurance Consultant, Hollis Insurance Inc.
WHY FINANCIAL ADVISORS SHOULD ATTEND:
WP MAGAZINE PARTNERS
See What People Say About Us
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.”
First Vice President, CIBC Wood Gundy
I appreciate all the work you did to deliver real value for our sponsorship.”
Marketing, Manulife Bank
Investment Advisor | Financial Advisor | Life Insurance Advisor
Portfolio Manager, Industrial Alliance Securities Inc.
May 30TH 2018
THE WESTIN HARBOUR CASTLE