Speakers

We have a great line-up of speakers this year


Visionary, acclaimed, opinionated, skilled. This year’s roster of speakers is sure to provoke and inspire as we expand on our theme, “Leading Through Trust”.

Mr. Fastow was the Chief Financial Officer of Enron Corp. from 1998 – 2001. In 2004, he pled guilty to two counts of securities fraud, and was sentenced to six years in federal prison. He completed his sentence in 2011, and now lives with his family in Houston, Texas.
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Bryan Houston, a former Partner at PricewaterhouseCoopers (pwc) and IBM, has been advising and assisting businesses for over 30 years. More


David Kilburn is the National Director of CIBC Private Investment Counsel (CPIC), a division within CIBC Private Wealth Management.

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David Nugent is Wealthsimple’s Portfolio Manager, overseeing all client investment activities. More


David Toyne oversees Steadyhand’s client service activities has over 30 years of experience in the financial services industry.

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Douglas Porter has over 30 years of experience analyzing global economies and financial markets. More


Howard Chao has over ten years of experience as an investment consultant for public and private pension plans, as well as endowments, private wealth funds, and insurance reserves.

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John Taft was CEO of RBC Wealth Management – U.S., the seventh largest full-service retail brokerage firm in the U.S. and over $280 billion in assets under administration – from 2005 to 2016.

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Katie Walmsley is the President of Portfolio Management Association of Canada.

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With over 15 years of broker dealer and advisory industry experience, Kendra Thompson is a managing director in Accenture’s Financial Services group focused on wealth management strategy.

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Kim Shannon founded Sionna in the summer of 2002 and has more than 30 years of investment management experience. More


Michael Mezei is a Director and the President of Mawer Investment Management Ltd., which he joined in 2008.

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Paul Harris, CFA, is a partner and a portfolio manager for Avenue’s Equity Portfolio and the Fixed Income Portfolio

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Preet Banerjee is a management consultant to the wealth management industry, with a focus on the commercial application of behavioural finance research and fintech.

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Dr. Richard Leblanc is one of Canada’s leading experts on corporate governance and accountability.

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Tom McManus is a Managing Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in macroeconomic forecasting and asset allocation
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Lazard Asset Management LLC

Tom McCullough is Chairman and CEO of Northwood Family Office and a longtime advisor to families of significant wealth. More