2024 Conference & AGM
Cresco
Past Chair, CALU Board of Directors, Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.
Miller Thomson LLP
Manulife
PPI Advisory
Etcetera Projects
Vision Financial Partners Inc.
BMO Financial Group
C.I. Financial Ltd
VP, Partner Solutions Benefits by Design (BBD) Inc
Chair, CALU Board of Directors, Financial Advisor, Benefit Planners Inc.
President, Insurance, Vice President, Wealth Services, Echelon Wealth Partners Inc
Economist, Broadcaster, Bestselling Author
Chief Data Scientist and Founder Nanos Research
Manager, Income Tax Rulings Directorate Canada Revenue Agency
Wealth Advisor Nicola Wealth
Chairman, CEO, CIO Nicola Wealth
Managing Partner & CEO Ironshield Financial Planning
Owner MP Benefits Inc.
Senior Director, Individual Life and Health New Business Operations RBC Insurance
Swiss Reinsurance
Empire Life
Hunter McCorquodale
Advisor Waxman Planning
PrincipalSabre Strategic Partners
Senior Vice President, Head of Portfolio Construction Consultation ServicePicton Mahoney Asset Management
Partner Bridgewell Financial
Advisor Zavitz Insurance and Wealth Inc.
President Zavitz Insurance and Wealth Inc.