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Event Federation Annual Conference 2025 starts on Jun 2, 2025, 8:30:00 AM (America/Toronto)
Dealer Panel Discussion
6/2/25, 12:45 PM - 6/2/25, 1:45 PM (America/Toronto) (1 hour)
Dealer Panel Discussion
Moderated by: Michelle Schriver
Senior reporter at Advisor.ca and Investment Executive
Moderated by: Michelle Schriver
Senior reporter at Advisor.ca and Investment Executive
Michelle Schriver is senior reporter for Advisor.ca and Investment Executive. She’s reported on the industry for more than a decade, and her work has been recognized by the National Magazine Awards.

Panellists:

Reggie Alvares; Vice President, Dealer, Sun Life

Reggie Alvares joined Sun Life in January of 2025 as Vice President, Dealer and leads Sun Life Financial Investment Services Inc. Canada (SLFISI) – Sun Life’s registered mutual fund distribution organization supporting 2,500 advisors in more than 1,000 communities.

Reggie is an accomplished financial services executive with over 20 years of experience in the wealth and asset management industries; most recently with Alpha One Advisory, where he served independent advisors and business partners committed to revolutionizing and transforming their offering and practices. Prior to Alpha One Advisory, Reggie spent an impressive 20 years at Investment Planning Counsel (IPC), most recently as Executive Vice-President. Reggie is well-respected in the wealth management industry, and a proven leader in driving innovation through platform transformation, thought leadership, building talent, and fostering a culture across organizations that helps advisors build a better business. He brings a comprehensive skill set that stretches from strategic planning to operations and execution, and the ability to adapt to fast changing regulatory, product and technology environments. 

Adam Elliott; President and CEO, iA Private Wealth
With over 25 years of experience in the finance industry at integrated wealth firms, I joined iA Private Wealth in April 2023 after serving as President & CEO of iA Clarington Investments. I am a passionate follower of capital markets, investment trends, behavioural finance, and the evolving investment advice industry in Canada.

I believe in fostering cooperative work environments that thrive in the face of challenges, and I value taking time each day to learn something new—whether it’s catching up on the latest market trends or diving into a recent fiscal report. To me, acquiring knowledge is priceless.

In my free time, I enjoy mentoring young people, watching my kids' hockey games in freezing arenas, mountain biking Ontario's trails, and maintaining trails for hiking and MTB—pursuits that reflect my commitment to resilience, lifelong learning, and community-building.

Lucilla Nardi, Chief Distribution Officer, Co-Operators 
Experienced Senior Leader with a demonstrated success in Financial services, Life Insurance and Retail Wealth. Skilled in Business Development, Financial Planning, Wealth Management, Life Insurance, Product Development, Wholesaling, Practice Management and Strategy.

Led the start-up of Co-operators Financial Investment Services an Co-operators wholly owned MFDA Dealer, from inception including, Business Plan, MFDA filing, Approvals, dealer platform and Operations.

Chris Blair, Managing Director, Sentinel Financial Group
Experienced Vice President Sales Marketing with a demonstrated history of working in the investment management industry. Skilled in Long Term Care Insurance, Universal Life, Wealth Accumulation, Securities, and Asset Management. Strong marketing professional with a Diploma in Management focused in Business from Saint Mary's University.