Federation Annual Conference 2025 | Federation of Independent Dealers

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Présentations

02

juin 2025
lundi (fuseau horaire : America/Toronto)

08 h 30

Breakfast

• 30 min

Breakfast sponsored by B2B Bank

09 h 00

Opening remarks from the Chair of the Federation Board

Robert Smuk, President à Agora Dealer Services • 15 min

09 h 15

MC Introduction

Mélanie Valcin, President & CEO à United for Literacy • 15 min

09 h 30

Federation Chair Robert Smuk Sits Down With Robert Frances

Robert Smuk, President à Agora Dealer Services • 45 min

10 h 15

A.M. Networking Break

• 30 min

Sponsored by: Mackenzie Investments

10 h 45

Discussion with CIRO

Moderated by: David Di Paolo, BLG's Incoming National Managing Partner and CEO à BLG • 1 h

11 h 45

Lunch

• 1 h

12 h 45

Dealer Panel Discussion

Moderated by: Michelle Schriver, Senior reporter à Advisor.ca and Investment Executive • 1 h

13 h 45

Next Steps for Client Focused Reforms

Moderated by: Alicia Kenny, Director of Marketing à Four Eyes Financial • 45 min

14 h 30

P.M. Networking Break

• 15 min

Sponsored by: Mackenzie Investments

14 h 45

USA Dealer Insights

Moderated by: Bill Donegan, Senior Compliance Consultant à BLG Beyond AUM Law • 45 min

15 h 30

Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment

Daniel Collison, Keynote Speaker à Advice 2 Advisors • 1 h

Fundata

Home Trust

Advisor.ca

RFA Bank

B2B Bank

Mackenzie Investments

United for Literacy

BLG

Investment Executive