Our Speakers

Hemal Balsara
Assistant Vice-President, Tax, Retirement and Estate Planning, Manulife Financial

Daren Baxter
Partner, McInnes Cooper

Joël-Denis Bellavance
Ottawa Bureau Chief, La Presse

Kathryn Bennett
Senior Legal & Estate Planning Advisor, Desjardins Financial Security

Brandon Chapman
Principal, SaaS Wealth Insurance

Bradley C. Charlton
Vice President of Estate Planning, Assante

Cindy David
President, Cindy David Financial Group Ltd.

Jean-François Démoré
Founder, Managing Partner, Chief Investment Officer, Innova Wealth Partners

President, L.I. Geller Insurance Agencies Ltd.
CEO, WEALTHinsurance.com Inc.
Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation
Private Company Services Partner, Tax, PricewaterhouseCoopers LLP
President, Lea Koiv & Associates Inc.
President & CEO, CALU
Florence Marino
Head of Tax, Retirement and Estate Planning, Manulife Financial
Founder & CEO, Matheis Financial Group
Partner, International Trusts & Estates Practice Leader, Hodgson Russ LLP
Tax and Estate Planning Consultant, Equitable Life of Canada
CEO, Moodys Tax Law LLP
Chief Data Scientist and Founder, Nanos Research
President, The Malthus Group

Barry Pascal
Partner, Bell Pascal Insurance Services

Lori Power
Group Benefits Specialist, MP Benefits Inc.

Althia Raj
National Columnist, Toronto Star

Sterling Rempel
Certified Financial Planner, Future Values Estate & Financial Planning

Principal, Tax Services, PricewaterhouseCoopers LLP

 

President & Financial Planner, Ross Taylor Financial Corporation

Executive Vice President, HUB International Insurance Brokers
Wealth & Tax Planning Consultant, Canada Life

Kevin Wark
Tax Advisor, CALU