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Next Steps for Client Focused Reforms
Moderated by: Alicia KennyFait
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Dealer Panel Discussion
Moderated by: Michelle SchriverFait
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A.M. Networking Break
Fait
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Opening remarks by Federation Director Bill Charles
Bill Charles, CFPFait
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Breakfast
Fait
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Discussion with CIRO
Moderated by: David Di PaoloFait
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USA Dealer Insights
Moderated by: Bill DoneganFait
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Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
Daniel CollisonFait
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MC Introduction
Mélanie ValcinFait
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P.M. Networking Break
Fait
Transfer Automation
2025-06-02 10 h 15
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2025-06-02 10 h 30
(America/Toronto)
(15 minutes)
Rosemary Marchesano
Rosemary Marchesano
