Our Featured Speakers
We have put together an incredible speaker selection for this years Financial Planning Summit. Covering all specializations you are sure to take away knowledge that will improve your own experience in the profession as well as your service towards your client.
Tax
Tony Lee
CPA, CA, TEP, LLM (Tax)
Assistant Vice President, Tax and Estate Planning
Manulife
Industry
Sanju Sukul
B.Comm., CPA, CA, CFP, TEP
Chartered Public Accountant | Financial Planner
Canada Life
Ethics
Jacqueline Knoblauch
CFP, CLU
Insurance Planning Specialist
Raymond James
Insurance
Stephen Cheng
Managing Director & Senior Consulting Actuary
Westcoast Actuaries Inc.
Investment
BeiChen Lin
CFA, CPA
Investment Strategist
Russell Investments
Estate
Benjamin Buckingham
BA, JD
Senior Trust Advisor
Solus Trust Company
Retirement
Joe Basque
CFP, CIM
Wealth Advisor
Westmount Wealth Management
Behaviours
Luana Carcano
Ph.D
Lecturer and Academic Director
Beedie School of Business at Simon Fraser University
Advocis / Membership / Advocacy
Eric Lidemark
CFP, CLU, CH.F.C., CHS
Owner, Certified Financial Planner
Lidemark Financial Group Inc.
Saskia Vermeulen
CHS, CFP
Principal, Senior Advisor & Group Insurance Advisor
Southlands Financial Services
Kaitlyn Berg
Sales Director, BC & AB
ivari Canada