2022 Catch Up With the Force of WealthTech Conference

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This session is eligible for 1 Compliance OR Professional Development credit AND 1.5 Professional Development credits from IIROC accreditations.


Keynote: The Future of Advice and Investment – Trends That Will Impact How the Investment Industry Engages With its Clients

Recently the Wealth and Investment Management industry has seen profound shifts in investor attitudes and preferences leading to changes within the space across aspects such as hybrid distribution, revamped client and advisor experiences, modernized tools and technology, targeted product suit expansion among other dramatic changes. To be successful in this evolving industry, Wealth and Investment Management firms will need to re-evaluate their business strategy in how to be more customer-centric, rethinking products, services, and pricing models in order to remain competitive and win client share of wallet.


Kendra Thompson
National Wealth and Investment Management Leader; Partner, Consulting

Session One: The Value of Integrating Behavioural Science and Technology

Wealthtech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness. These behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. Panelists will discuss how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.


Brian Pasalich
Co-founder & Chief Executive Officer
Syntoniq, Inc.

Michael Tracey
Director – Behavioural Science

Dean Flann
Director – Salesforce Delivery

Session Two: Can Technology Really Do What People Can Do? Streamlining Back-Office Solutions Through Technology

Insourcing, outsourcing, human capital and the introduction of technology all have a role to play in back-office operations. This panel of experts will discuss their experiences with each, and will break down the pros, the cons and factors firms should consider when making these critical decisions.


Jasmin Jabri
Managing Director – Investment Management
Investment Industry Association of Canada (IIAC)


Darie Urbanky
CI Financial

Jamie Holland
Senior Vice President – Financial Markets

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