This year we are featuring a panel of leaders representing a cross section of firms on the forefront of industry changes. Addressing the topic of ‘The Future of Financial Planning’ and looking at the future of the channel, role of financial planning, and best practices and techniques for servicing clients going forward.
Reggie Alvares, Executive Vice President, Investment Planning Counsel
Bill Charles, President, Global Maxfin
Robert Frances, CEO PEAK Group
Karen Woodman, President, Sunlife Financial Investment Services
Sandra Kegie, Kegie Consulting