Advocis Financial Planning Summit
Speakers
Speakers
Becky Wong
Certified Financial Planner
Steven Shepherd
Director & Portfolio Manager
BMO Multi-Asset Solutions Team
Andrew Brandsma
Director of Sales and New Business Development
National Health Claim
Mark Lu
Financial Planning & Wealth Management Specialist
Canada Life
Kathryn Bennett
Director, tax and Estate Planning
RBC Insurance
Kaitlyn Lawson
Head of Practice Management
CI Global Asset Management
Jeffrey Gomes
Actuary
Desjardins Group
Andrew Lalonde-Welby
Underwriter
Desjardins Group
Tony Markin
Tax Specialist
Desjardins Group
Asli Alcinkaya
Partner Event and Marketing Specialist
Equisoft
Brendon Ogmundson
Chief Economist
BC Real Estate Association
Parm Dhaliwal
Senior Regional Director
Vanguard Investmnts Canada Inc.