Agenda - Wednesday, October 27, 2021
All times are Eastern time
12:30 PM - 12:50 PM
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Welcome and opening remarks
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Senior Vice-President, Advisor Compliance and Wealth Distribution / Vice-président principal, Conformité des conseillers et Distribution, Gestion du patrimoine
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12:50 PM - 1:20 PM
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Future of the Dealer
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Are you reaping all the benefits of your relationship with QISL? Join Sean, Curtis and Alisa as they unpack the dealer offering and give you a glimpse into our strategic direction as we evolve to better meet you and your clients’ changing needs. |
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Vice-President, Wealth Distribution Platforms
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Assistant Vice-President, Dealer Operations and Strategic Initiatives
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Vice-President, Wealth Operations
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1:20 PM - 1:30 PM
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Break
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1:30 PM - 2:20 PM
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Client focused-reforms overview and tool demo
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In this session, hear a deep dive of what CFR means for you as an advisor and how the Quadrus team is ready to support you through this regulatory change. You’ll get a sneak peek of the industry-leading fund compare tool, CapIntel, which will be made available to advisors this Fall. |
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Assistant Vice-President and Chief Compliance Officer, Quadrus Investment Services Ltd.
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Director, Advisor Compliance
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2:20 PM - 2:35 PM
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Break
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2:35 PM - 3:25 PM
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Fund manager panel featuring Canada Life, Fidelity Investments, Invesco and Mackenzie Investments hosted by Adrianne Myers
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Associate Manager, Dealer Operations and Strategic Initiatives
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3:25 PM - 3:40 PM
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Advisor spotlight: Running a fee-based practice
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Have you been thinking about making the switch to a fee-based practice? Aurora will discuss why she made the change and how it has elevated her business. She’ll also share how she works with QISL to offer her clients industry-leading solutions for their investment needs. |
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Aurora Tancock Financial Services Inc.
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Vice-President, Wealth Distribution Platforms
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3:40 PM - 3:50 PM
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Break
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3:50 PM - 4:40 PM
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Powerful trends in wealth management: Will they continue in a post-pandemic world?
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Senior Consultant and Managing Director, Investor Economics
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4:40 PM - 4:45 PM
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Closing remarks
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Senior Vice-President, Advisor Compliance and Wealth Distribution / Vice-président principal, Conformité des conseillers et Distribution, Gestion du patrimoine
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