Kathryn Bennett is a Senior Legal and Estate Planning Consultant with Desjardins Insurance. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and…
Browsing Category 2025 Speakers
Joseph Galli
Joseph Galli is the Chairman of PENTOR Charity Services (PCS) and Co-Founder of the Loeys-Dietz Syndrome Foundation of Canada (LDSFC). With over 40 years of experience, Joseph has led numerous restructurings, due diligence processes, and…
Kelly Gorman
Kelly Gorman is an accomplished C-suite executive with over two decades of leadership experience in finance, governance, and regulatory compliance. In her previous role as Executive Vice President of the Governance Advisory Group at Kingsdale…
Al Jones, CFP CLU ICD.D
Al began his career with London Life in 1996 and is currently the President of A. Jones Wealth and Estate Planning Inc. in Barrie. Al has maintained a longstanding affiliation with Advocis and is an…
Stephen Latimer
Stephen’s main area of focus is corporate tax planning and reorganization strategies for small to mid-sized privately held companies. Stephen works closely with his clients to find out what is important to them, what their…
Jeff Macoun
Jeff Macoun is a passionate community leader and a trusted, collaborative business advisor. He views each day as an opportunity to connect, be curious, learn from others and give back. Whether he’s lending a hand…
Kelly Maidens
Kelly has an Honours BBA and is an Associate of the Institute of Canadian Bankers, Affiliate of the Society of Trust and Estate Practitioners, a CEA, a Certified Financial Planner, and received the distinction of…
Patrick B. Murphy, CFP, CLU
Patrick always brings positivity to every situation! His upbeat attitude, boundless energy, and infectious laugh create an atmosphere of ease for everyone around him. This sense of calm naturally draws people to Pat and Secura…
Tami Romanchuk, CFP, CLU
Tami has been developing her extensive career in the financial services industry since 2003. She has taken on a variety of roles including associate, advisor, and insurance sales director at the corporate level, winning a…
Nick Short
Nick began his career in the insurance industry in 1998 as a London Life financial security advisor. In 2001 he started with Canada Life and has had multiple roles within the wholesale organization. Currently Nick…