Speakers - DAC

You don’t want to miss these 3 days of thought provoking speakers bringing you the cutting edge ideas that will help you refresh your vision and mission...
and execute on it!

Please come back often as we add speakers to the roster!
Registration Form Agenda At A Glance Detailed Agenda     Partnership Package

 

 

EVELYN JACKS
Founder and President Knowledge Bureau

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors. She has penned 53 books for consumers on tax and wealth management, many of them best-sellers, including her most recent, New Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too. She has twice been named one of the Top 25 Women of Influence in Canada and was appointed by former Finance Minister Jim Flaherty to the Federal Task Force on Financial Literacy.

Speaker BIO
 

SUSAN ALLEMANG
Director of Policy and Regulatory Affairs - IFB

Susan is responsible for IFB’s advocacy, policy development, regulatory affairs and representation to government, industry and regulatory bodies. As well as providing support to IFB members with compliance tools, guidance and industry updates.
Contributing to the development of sound public policy affecting financial services, Susan is an advocate for the importance of independent financial advice; helping advisors manage changing regulatory and industry expectations.

Speaker BIO
 

DR. JACK MINTZ
Director and Palmer Chair in Public Policy for the University of Calgary

Dr. Mintz is currently the President’s Fellow at the University of Calgary’s School of Public Policy focusing on tax, urban and financial market regulatory policy programs. From 2006 to 2015, Dr. Mintz served as the Director and Palmer Chair in Public Policy for the University of Calgary, commencing his Chair position on January 1, 2008. He has also been a Professor of Business Economics at the Joseph L. Rotman School of Management at the University of Toronto.

Speaker BIO

 

 

CAROLINE OUELLETTE
Owner of the Caroline Ouellette Hockey Camps

Caroline Ouellette is a Proud Olympian and the Owner of the Caroline Ouellette Hockey Camps in Montreal, Quebec City, New Brunswick and Newfoundland. She is the Founder of the Girls Hockey Celebration, a Not for profit organization that welcomes over 1000 young female hockey players annually. She is the Assistant coach in the National Women’s team program and University Concordia and Proud mom of her young daughter Liv.

 

Speaker BIO
 

SOPHIE ORRU
Vice President, Regional Sales
Franklin Templeton Investments Corp. Montréal, Québec, Canada

Sophie Orru is a VP, Regional Sales responsible for directing and expanding Franklin Templeton sales of mutual funds, separately managed accounts, segregated accounts and broadening client relationships in Québec City and Eastern Quebec. Sophie began her career in the financial services industry in 1999 and joined Franklin Templeton Investments in 2005. She is an excellent source of information regarding Franklin Templeton products and services.

Speaker BIO

 

 

MICK KELLY
Business and Insurance Lending Specialist
Manulife Bank

Mick Kelly is the Business and Insurance Lending Specialist (BILS) with Manulife Bank for Vancouver and the BC Interior, focusing on Commercial property and CSV insurance policy lending. Immediately prior to joining the bank he was the National Vice President for Retail Sales (Investments/Insurance) products with Standard Life, rising from wholesaler to RVP over 15 years.

Speaker BIO

 

 

MICHAEL GEIST
Canada Research Chair in Internet and E-commerce Law
University of Ottawa

Dr. Michael Geist is a law professor at the University of Ottawa where he holds the Canada Research Chair in Internet and E-commerce Law and is a member of the Centre for Law, Technology and Society. He is a regular columnist in the Globe and Mail, the editor of several monthly technology law publications, and the author of a popular blog on Internet and intellectual property law issues. Dr. Geist serves on many boards, including Ingenium, CIRA, Internet Archive Canada, and the EFF Advisory Board.

Speaker BIO

 

 

DEAN COCKELL
Branch Manager - Portfolio Strategies

Dean is considered an authority on individual financial and retirement planning. His experience and education have covered a broad spectrum of management skills encompassing visionary leadership; public media relations; training and development; corporate and strategic planning; marketing and sales management; and joint venture/strategic alliances.

Speaker BIO

 

SHOSHANA GREEN
Partner - Green & Speigel LLP

Shoshana Green is a partner at Green and Spiegel LLP in Toronto. Shoshana has been practicing immigration law for more than 20 years and has extensive experience in all areas of Canadian immigration. Shoshana is certified by the Law Society of Ontario as a Specialist in Citizenship and Immigration Law.

Speaker BIO

 

KIM G. C. MOODY
FCA, TEP, Director, Canadian Tax Advisory
Moodys Gartner Tax Law LLP

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary with Moodys Gartner Tax Law LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals.

Speaker BIO

 

HELENE CHATELAIN
Chief Underwriter, ivari

Helene has over 25 years’ experience in a senior management role in the life insurance industry. She is a Fellow of the Academy of Life Underwriting (FALU) and a Fellow of the Life Management Institute (FLMI) with specialty in Underwriting and Claims. Helene is fully bilingual and brings a wealth of underwriting experience in life, critical illness, disability, affinity markets and group insurance.

Speaker BIO

 

ALEXIS VERGANELAKIS
Vice President, Regional Sales
Franklin Templeton

Alexis Verganelakis is a VP, Regional Sales responsible for directing and expanding Franklin Templeton sales of mutual funds, separately managed accounts, segregated accounts and broadening client relationships in Montréal, Laval, Abitibi, Montérégie and Gatineau.

Speaker BIO

 

DEAN SMITH
Partner
Cadesky and Associates LLP

Dean Smith, PHD, CFP, TEP, CPA, CA is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 23 years assisting companies moving employees around the world. Clients also include private individuals who have multiple jurisdictional filings. Dean is also an instructor and writer with Knowledge Bureau.

Speaker BIO

 

CHRISTINA FAZIO
Senior Nationals Business Development Manager
Home Trust

Christina has over 15 years’ experience in the financial services industry. She joined the Home Trust deposit group in 2014 establishing herself as a valued member of the Deposit team. She began her career with Home Trust in the role of business development manager for the province of Quebec and was promoted to Senior National Business Development Manager in January 2016. In this capacity she manages accounts at the national level and attends key industry events on behalf of Home Trust.

Speaker BIO