2023 Investment Management Summit

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This session is eligible for 6 Compliance credits from IIROC accreditations.


Session 1: The Long Game: The Future of Wealth and Asset Management in Canada

When it comes to the future, it has been said that the road to success is holistic, hybrid and digitally enabled. These panelists will give us a view of the Canadian investment landscape through their lenses and discuss the future of asset management in Canada.


Ian Tam
Director – Investment Research
Morningstar Canada


David Bardsley
Partner, Partner, Head – Wealth & Asset Management Advisory
KPMG Canada

Marcia Moffat
Managing Director, Country Head – Canada

Session 2: ESG, ISSB Standards and Sustainability Disclosures in the Capital Markets

The International Sustainability Standards Board (ISSB) is finalizing requirements for an entity to disclose information about its climate-related risks and opportunities. Sustainability factors are becoming a mainstream part of investment decision-making, so this matters. There are increasing calls for companies to provide high-quality, globally comparable information on sustainability-related risks and opportunities. There is also a strong desire to address a fragmented landscape of voluntary, sustainability-related standards and requirements that add cost, complexity and risk to both companies and investors.

Katie is a sustainability- and climate-focused change agent with 20+ years of experience spanning four continents and nine countries. As a recognized leader in sustainability and business model innovation centered on sustainable development and cleantech, she is frequent speaker on the subject of sustainability/ESG factors and their contribution to long-term value.


Katie Schmitz Eulitt
Director Outreach – Global Investors
IFRS Foundation

Session 3: Strategic Insights, Sales, and Navigating the Complex Waters of the Industry

There are real challenges to developing products and services that cater to evolved investor needs and wants, while considering the aging population and demographic shifts we are facing. The challenges are punctuated by the prominence of social media and investor perceptions of their astuteness in investing. How can firms ensure that the connections with investors and advisors are effective? Is the competition for shelf-space real? Is there room for everyone? This panel of leaders will tackle how they manage today while focusing on the future success of their firms.


Kim Parlee
MoneyTalk, BNN Bloomberg and CTV


Jordy Chilcott
President, Wellington-Altus Private Wealth & EVP
Wealth Strategy & Enablement, Wellington-Altus Financial Inc.

Erin Greenfield
President – Portfolio Manager
Greenfield Investment Management

Lisa-Marie McDermott
Head – Wealth Management Platforms
Invesco Canada

Session 4: Lunch Keynote: Shifting Demographics and Our Financial Future

In contemporary Canada, individuals’ identities are no longer defined by traditional demographic markers such as age, race, gender, and class, but by their personal values and worldviews aspect of their existence. How will this shift impact the financial industry of the future? Based on his research and extensive writing on our evolving identity and our open attitudes toward diversity and multiculturalism, author and noted commentator on social values and social change in North America, Michael Adams, will walk us through how the uniqueness of our current demographic shift will impact our financial future, and how we can prepare for it.


Michael Adams
Founder & President, Environics Institute, and Bestselling Author

Session 5: Portfolio Construction & Managing Investment Risk Along the Way

The only constant in portfolio management is change. With the advent of digital currencies, ESG factor requirements and advanced technologies, oversight and risk management of strategies has become increasingly complex. Whether reviewing fixed income, equity, quantitative or synthetic mandates or other asset classes, performance oversight and risk monitoring has become increasingly complex. How is performance measurement used to calculate, quantify, and understand the drivers of performance for all investment portfolios? This engaging panel will discuss how quantifying the inherent risks of each portfolio is critical to ensure mandate expectations are met.


Jeff Hyrich
Partner and Global Equity Specialist
Edgepoint Wealth

Steven Wood
Director, Head – Investment Risk
Scotia Global Asset Management

Session 6: It’s Time to Put Back-Office at the Forefront

Innovation and advancements in the investment industry are often accompanied by regulatory or technical challenges (or both!). In the age of T+1, Total Cost Reporting and product innovation, we have learned that having streamlined and efficient back-office operations are vital to successful business performance, greater efficiency and better customer service. But updating back-office systems to meet the demands of a rapidly changing business landscape can be challenging and time-consuming. How can you be sure you are getting it right?


Scott Wilkinson
Head – Canada Business Development


John Carinci
SVP & Head – Global Operations
RBC Wealth Management

Christine Rodrigues
National Bank Independent Network

Joanna Simon
National Head – Markets
UBS Wealth Management

David Tasker
Raymond James Correspondent Services

Session 7: View From the Top – Leaders Panel

There are those that follow, and those that lead. We are pleased to have gathered some of the rainmakers of the Wealth and Investment Management industry in Canada to provide their views and insights for the future.


Pattie Lovett-Reid
Chief Financial Commentator
HomeEquity Bank


Kish Kapoor
President & CEO
Richardson Wealth

Rohit Mehta
President & CEO
Horizons ETFs

Dennis Mitchell
Starlight Capital

Oricia Smith
SunLife Global Investments Asset Management

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