Speaker Presentations

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Monday, Nov 13 Presentations:

Tuesday, Nov 14 Presentations:

Wednesday, Nov 15 Presentations:

Attendee Directory

Full Name City, State Company Email Phone Number
Brenda Bao Toronto, ON RBC Dominion Securities brendaxbao@gmail.com 416.400.6528
John Booth Burlington, ON Aldershot Financial Group john@simplesmartadvice.com 289.816.0234
Nathalie Boutet Toronto, ON Boutet Family Law nboutet@boutetfamilylaw.com 416.408.0444
Holly Brady St. Albert, AB Prospera Solutions holly@prosperasolutions.com 780.690.3556
Loretta Burns Victoria, BC RBC loretta.burns@rbc.com 250.479.9738
Brian Campbell Toronto, ON Performance Innovations.ca brcampbell@performanceinnovations.ca 416.606.0167
Lydia Carlis Washington, DC C-Suite Pics lydia@csuitepics.com 202.297.8235
Carolyn Chambers Toronto, ON Gelman & Associates cchambers@gelmanlaw.ca 416.665.6888
David Cieslowski Toronto, ON Fiduciary Trust Canada dcieslowski@ftcc.ca 416.919.1544
Francesco Coccimiglio Toronto, ON TD Wealth francesco.coccimiglio@td.com 416.307.9947
Swithin Domingo Mississauga, ON The Canadian Institute of Financial Planning cifpgeneral@cifps.ca 866.635.5526
Terence Dooley Oakville, ON TAD Financial Services Inc. dooley@mdp.on.ca 416.346.0812
Jie Fan Markham, ON Repower Financial Group Inc. fanjie8zhiyue@gmail.com 416.877.8766
Nancy Fox Waterloo, ON Investors Group nancy.fox@investorsgroup.com 519.886.2360
Miles Goacher Oshawa, ON RBC Dominion Securities miles.goacher@rbc.com 905.434.4515
Trudy Goldenberg Toronto, ON Trudy Goldenberg tgoldenberg@gmail.com 416.400.0292
Karen Goslin Toronto, ON Karen Goslin, MSW, RSW karenrsw@yahoo.ca 416.653.9933
Carrie Heinzl Whitby, ON Fairmore Family Law Solutions carrieheinzl@fairmore.ca 416.427.3042
Ramona Holm Stayner, ON Ramona Holm CPA, Professional Corporation ramona@ramonacga.com 705.428.2171
Yan Hu Toronto, ON TD yanhu.msc@gmail.com 416.419.8664
Faisal Karmali Calgary, AB Popowich Karmali Advisory Group faisal.karmali@cibc.com 403.266.0147
Cary List Toronto, ON Financial Planning Standards Council inform@fpsc.ca 800.305.9886
Neil Maisel Toronto, ON Crowe Soberman LLP neil.maisel@crowesoberman.com 416.963.7116
Diane Marsh Edmonton, AB CBA Wealth dmarsh@cbawealth.com 780.440.2299
Peter Martin Mississauga, ON Golden Actuarial Services golden@pobox.com 416.629.1031
Ken Maynard Vaughan, ON Divorce the Smartway ken@dtsw.ca 647.693.9197
Tyler Mcnaughton Milwaukee, WI Advicent tyler.mcnaughton@advicent.com 289.795.1906
Sharon Numerow Calgary, AB Alberta Divorce Finances Ltd. sharon@albertadivorcefinances.com 403.703.7176
Jill O'donnell Toronto, ON SPARK Direct Health jill@sparkdirecthealth.com 416.444.7598
Nino Pannozzo Toronto, ON Assante Wealth Management npannozzo@assante.com 416.960.1280 ext. 229
Cathryn Paul Oakville, ON Oakville Mediation clp@oakvillemediation.com 905.845.4314
Kathleen Peace Toronto, ON Woodgate Financial kathleen.peace@woodgate.com 416.691.1944
Michael Perlman Toronto, ON DivorceMate Software Inc. sales@divorcemate.com 416.718.3461
Jackie Porter Mississauga, ON Carte Wealth Management jacqueline.porter@cartewm.com 905.238.3535
Barak Queija Toronto, ON Investors Group barak.queija@investorsgroup.com 416.899.2968
Susan Roberts Edmonton, AB ChildView Inc. cvinfo@childview.ca 800.787.8620
Calum Ross Toronto, ON The Mortgage Management Group clientcare@mortgagemanagement.ca 416.410.9905
Eva Sachs Toronto, ON Eva Sachs Divorce Financial Consulting eva@evasachs.com 647.349.5454
Celina Shoji Chatham, ON Holliswealth Advisory Services Inc. celina.shoji@holliswealth.com 519.351.6006
Dina Simone Woodbridge, ON Manulife Securities dina@rjsinvestments.com 416.802.0760
Susan Stefura Toronto, ON Bespoke Financial Consulting Inc. susan@bespokefinancial.ca 647.980.9113
Tatiana Terekhova Milton, ON Fairsplit tatiana@fairsplit.ca 289.878.7770
Jinsheng Yue Markham, ON Yue Financial Inc. yue.jinsheng@yahoo.ca 416.587.6498