Agenda - Wednesday, October 27, 2021

All times are Eastern time

12:30 PM - 12:50 PM
Welcome and opening remarks
Tim Prescott
Senior Vice-President, Advisor Compliance and Wealth Distribution / Vice-président principal, Conformité des conseillers et Distribution, Gestion du patrimoine
12:50 PM - 1:20 PM
Future of the Dealer

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.   

Sean Downey
Vice-President, Wealth Distribution Platforms
Curtis Jenkins
Assistant Vice-President, Dealer Operations and Strategic Initiatives
Alisa Devries
Vice-President, Wealth Operations
1:20 PM - 1:30 PM
Break
1:30 PM - 2:20 PM
Client focused-reforms overview and tool demo

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.

Lesley Duffy
Assistant Vice-President and Chief Compliance Officer, Quadrus Investment Services Ltd.
Matt Prew
Director, Advisor Compliance
2:20 PM - 2:35 PM
Break
2:35 PM - 3:25 PM
Fund manager panel featuring Canada Life, Fidelity Investments, Invesco and Mackenzie Investments hosted by Adrianne Myers
Adrianne Myers
Associate Manager, Dealer Operations and Strategic Initiatives
3:25 PM - 3:40 PM
Advisor spotlight: Running a fee-based practice

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.

Aurora Tancock
Aurora Tancock Financial Services Inc.
Sean Downey
Vice-President, Wealth Distribution Platforms
3:40 PM - 3:50 PM
Break
3:50 PM - 4:40 PM
Powerful trends in wealth management: Will they continue in a post-pandemic world?
Guy Armstrong
Senior Consultant and Managing Director, Investor Economics
4:40 PM - 4:45 PM
Closing remarks
Tim Prescott
Senior Vice-President, Advisor Compliance and Wealth Distribution / Vice-président principal, Conformité des conseillers et Distribution, Gestion du patrimoine