ADVISORY - Are the Days of Professional Financial Advice Numbered in Canada? Major Event to Examine the Industry's Uncertain Future

TORONTO, March 20, 2017 /CNW/ - The landscape for financial advice in Canada is about to change – why?

  1. An uncertain and volatile market (and geopolitical) environment, with hard-to-assess asset prices and values, low expected returns, and unsteady employment circumstances;
  2. Rapid technological advances, which impact the cost and the ways of providing advice;
  3. The coming of age of new financial products (ETFs, etc.) and investment strategies;
  4. An increasing amount of regulation aimed at the industry

The conference, co-hosted by the C.D. Howe Institute, The School of Public Policy, and CIRANO, together with the Toronto Financial Services Alliance will feature an unprecedented line-up of experts including:

  • Adam Felesky, President, Portag3 Ventures and former Chief Executive Officer, Horizons ETFs
  • Andrew Kriegler, President and Chief Executive Officer, Investment Industry Regulatory Organization of Canada
  • Bill Harris, Founder and Chief Executive Officer, Personal Capital
  • Claude Montmarquette, Fellow, CIRANO
  • Patrick Ring, Glasgow School for Business and Society
  • Dwight Duncan, Senior Strategic Advisor, McMillan LLP
  • Gilles Leclerc, Superintendent, Securities Markets, Autorité des marchés financiers
  • Henri-Paul Rousseau, Vice-Chairman, Power Financial Corporation
  • Honourable Joe Oliver, former Minister of Finance
  • Ian Russell, President and Chief Executive Officer, Investment Industry Association of Canada
  • Jack Mintz, President's Fellow, The School of Public Policy, University of Calgary
  • Jane Rooney, Financial Literacy Leader, Financial Consumer Agency of Canada
  • Janet Ecker, President and Chief Executive Officer, Toronto Financial Services Alliance
  • Jim Engle-Warnick, Experimental Economics, McGill University
  • Joanne de Laurentiis, former President and Chief Executive Officer, Investment Funds Institute of Canada
  • Kenneth E. Bentsen, Jr., President and CEO, Securities Industry and Financial Markets Association
  • Liam Mason, Director of Regulation, Financial Markets Authority, New Zealand
  • Louise Gauthier, Senior Director, Compensation and Distribution Policy, Autorité des marchés financiers
  • Maureen Jensen, Chair, Ontario Securities Commission
  • Nicholas Thadaney, President and Chief Executive Officer, TMX Group
  • Ondrej Tobek, Faculty of Economics, University of Cambridge, UK
  • Paul Bourque, President and Chief Executive Officer, Investment Funds Institute of Canada (IFIC)
  • Pierre Lortie, Senior Business Advisor, Dentons
  • Norma Nielson, Director, Financial Markets Regulation, The School of Public Policy, University of Calgary
  • Sheryl King, Advisor to the Governor, Bank of Canada
  • Stan Magidson, Chair & Chief Executive Officer, Alberta Securities Commission
  • Timothy Cohen, Head of Global Equity Research, Fidelity Investments
  • T. Timothy Ryan Jr., Chairman, Santander Holdings USA
  • Yves Choueifaty, Head, Executive Committee and Chief Investment Officer, TOBAM Asset Management

The full program can be found here.  Media are welcome at any of the sessions and may request interviews with speakers using the media contact below.  We thank media in advance for RSVPing to the contact below. 


Event on the future of financial advice in Canada


Thursday, March 30, 2017 - 08:00, to Friday, March 31, 2017 - 14:00 ET


Toronto ON, The Westin Harbour Castle, Toronto, 1 Harbour Square


SOURCE The School of Public Policy - University of Calgary

For further information: To RSVP, request interviews or ask a question please contact: Morten Paulsen, 403.399.3377,


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