Jason Pereira

Jason Pereira

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

Alexander L. Martin

Alexander L. Martin

Founding Partner, Finally Technology Inc., Vice President, Craig & Taylor Associates Ltd., Investment Advisor, The Craig & Taylor Custom Strategies Team of IPC Securities Corp.

Sabaa Quao

Sabaa Quao

President & Founder, /newsrooms

Rosemary Horwood

Rosemary Horwood

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

Chelsey Chartren

Chelsey Chartren

Financial Advisor, The McClelland Financial Group at Assante Capital Management Ltd.

Brian Laundry

Brian Laundry

Insurance Consultant, Hollis Insurance Inc.

Jonathan Georges

Jonathan Georges

Vice-President, Wealth Management Solutions at Equisoft

Matthew Spoke

Matthew Spoke

CEO & Founder, Nuco; Founder, AION - The Third Generation Blockchain Network

Grant Hicks

Grant Hicks

National Director, Practice Management, Advisor Practice Management

Adam Schacter

Adam Schacter

Financial Advisor, Mandeville Private Client Inc.; Young Gun of the Year Award Finalist, Wealth Professional Awards 2016 & 2017

Patti Dolan

Patti Dolan

Portfolio Manager, SAGE Connected Investing at Raymond James

Michael Katchen

Michael Katchen

Co-founder & CEO, Wealthsimple

Julia Chung

Julia Chung

Co-Founder & Sr. Financial Planner, Spring Financial Planning; Engagement, Loyalty and Customer Care Award Finalist, Wealth Professional Awards 2016 & 2017

Michael Curtis

Michael Curtis

President, Vision Systems Corp.

Arthur Salzer

Arthur Salzer

CEO & CIO, Northland Wealth Management

Jerry Butler

Jerry Butler

President, Queenston Group of Companies

John Cucchiella

John Cucchiella

Canadian Wealth Management Industry Veteran

Andrew Jenkins

Andrew Jenkins

Principal, Volterra

Jesse Jordan

Jesse Jordan

Principal Consultant, Strategic Cybersecurity Services, Mandiant

Tea Nicola

Tea Nicola

CEO and Co-founder, WealthBar Financial Services

Michael Rodgers

Michael Rodgers

EVP, Head of New York Innovation Center

WP Leadership & Tech will host 400+ attendees

Meet the experts, get involved in community

Reserve Your Seat!

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.