Webinar: RegTech: Are Canadian Wealth Firms Lagging Their Global Peers? by Four Eyes Financial

WEBINAR DETAILS

When

Thursday, September 24, 2020 · 2:00 p.m.

Eastern Time (US & Canada) (GMT -4:00)

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About

Learn from global experts including Goshka Folda, Kendra Thompson and John Kain, and engage with Canadian wealth leaders such as Andrew Kriegler, Chris Enright and Rosemary Chan; who are recognizing a need to innovate to ensure that Canada is competitive.

Wealth Management is going through a monumental change from an onslaught of new competitors and technology innovations that are reshaping expectations of advisors and their clients.

A scan of the global wealth market suggests that the Canadian wealth industry is falling behind the innovation curve and is lagging global peers. Is the pace of innovation in the UK, Asia, Australia & the United States outpacing Canada?
Agenda
- Outlining the Global Landscape
- Panel Discussion
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Chris Enright

President & Managing Director, Aligned Capital Partners

Chris Enright is currently the President and Managing Director of Aligned Capital Partners Inc. and has been an active member within the securities industry in various capacities since 1994.

Chris is a current member and past Chair of IIROC’s...

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Andrew Kriegler

President and Chief Executive Officer, IIROC

Andrew Kriegler has been President and Chief Executive Officer of the Investment Industry Regulatory Organization of Canada (IIROC) since 2014. IIROC is the national public interest regulator that protects investors and strengthens market...

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Rosemary Chan

SVP of Internal Control & Regulatory Affairs for Global Wealth Management, Scotiabank

Rosemary Chan has been with Scotiabank since 2014. She is currently the SVP of Internal Control & Regulatory Affairs for Global Wealth Management and was previously SVP, Compliance, Canadian Banking and Global Wealth Management. Rosemary has over...

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Goshka Folda - Moderator

President and CEO, Investor Economics. Global Head of Research, ISS Market Intelligence

Goshka Folda serves as Global Head of Research, ISS Market Intelligence where she leads research initiatives for a wide variety of product and distribution topics. Her areas of focus include the household balance sheet, investment funds industry...

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Wendy Rudd - MC

Board Member, Canadian RegTech Association

Wendy is an innovative securities industry leader, with demonstrated accomplishment in the introduction of leading-edge electronic trading products & services to the Canadian market. Most recently, as a senior executive at the Investment Industry...

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Brett McDonald

Senior Consultant, Investor Economics

Brett joined Investor Economics in 2013 as a member of the firm’s distribution research team and is recognized for his knowledge of advice-based distribution channels, digital strategy, and the emerging fintech ecosystem. Working with firms from...

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John Kain

Worldwide Capital Markets Business Development, AWS

John Kain leads Amazon Web Services’ (AWS) worldwide business and market development efforts for the banking and capital markets segment of the Financial Services industry. In this role, he is responsible for the development and execution of AWS’s...

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Kendra Thompson

Partner, Deloitte

Kendra is a Consulting Partner at Deloitte, leading our Wealth Transformation initiative and one of Canada’s Top 50 Women in FinTech in 2019. She has over 20 years of management consulting experience in the financial services industry,...

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Lori Weir

CEO, Four Eyes Financial

Lori is passionate about creating shared understanding between people, and taking friction points out of processes, to produce results. The Four Eyes digital services platform was built from this passion.

As the managing partner of two...

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