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Finance / Service industries / Financial adviser / PricewaterhouseCoopers / Financial services / Management consulting / Financial Advisor / Advocis / Financial planner / Investment / Financial economics / Business


SOUND ADVICE Insights into Canada’s Financial Advice Industry SPEAKER BIOGRAPHIES Tuesday, July 8, 2014
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Document Date: 2014-07-08 13:54:38

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City

York / Toronto / /

Company

Invesco Ltd. / Insurance Consulting / MBA National Financial Services / PricewaterhouseCoopers International Limited / Byren / PricewaterhouseCoopers LLP / SMB / HDR Corporation / Financial Services Consulting / Trimark Investments / Invesco Canada / GTA / /

Country

United States / Canada / Australia / United Kingdom / /

Currency

USD / /

Event

M&A / Product Recall / Reorganization / Product Issues / /

Facility

PwC Tower / University University Children Children First / Global Risk Institute / /

IndustryTerm

good relationship management / retail banking / social media connectivity / project finance / online brokerage services / real-time information regarding / motor vehicle manufacturing industry / retail distribution reforms / wholesale banking / finance / consumer technologies / public infrastructure / securities brokerages / social media / pharmaceuticals industry / self-directed investment services / aerospace industry / banking / bank branches / /

Organization

federal government's Task Force / Financial Advisors Association of Canada / Task Force on Financial Literacy / Centre of Excellence / Global Risk Institute / Toronto Financial Services Alliance / /

Person

Stuart Smith / Keith Sjögren / Rajendra K. Kothari / John MacKinlay / James Mancini / Emily Zhang / Alex Kotsopoulos / Survey / Guy Armstrong / Birth / Greg Pollock / Dennis Bruce / Benjamin Reed-Hurwitz / Stephen Martin / Ewa Tomaszewska / Peter Intraligi / Janet L. Ecker / Julia Bakker / /

Position

economist / financial advisor / Consultant and Managing Director / Consulting Services / ICD.D President and CEO / Advisor / Executive Summary Background Financial advisors / Introductory Speaker / President / advisors / Co-Author Investor Economics / Manager / Vice President / SPEAKER / banker and senior advisor / ChFC Senior Strategic Advisor / Co-Author / consultant / President and Chief Operating Officer / Director / Consulting Services / Managing Partner / Chief Operating Officer / Consultant and Managing Director / CEO / financial advisors / Chief Strategy Officer / President and CEO / National Asset Management Leader / Consulting Leader / Principal Economist / Finance Minister / trusted business advisors / Analyst / Investor Economics / COO / Senior Strategic Advisor / Chief Operating Officer in Canada / /

Product

study / /

ProvinceOrState

Alberta / Quebec / Saskatchewan / British Columbia / Manitoba / Ontario / /

Region

Caribbean / /

Technology

CRM / consumer technologies / business intelligence / /

SocialTag