August 11th – 13th, 2026, Digby Pines Golf Resort and Spa, NS
Matt has been involved in the insurance industry since 1987. He specializes in estate planning and insurance solutions for affluent clients. In collaboration with Equitable’s Insurance Sales Directors, he helps insurance advisors analyze their clients’…
Alex Dashefsky is co-founder of Continuum, the client relationship system built for Canadian financial advisors. Continuum gives advisors an operating layer that turns scattered notes and follow-ups into a clear view of every relationship —…
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…
Kelly Gustafson is one of Canada’s leading experts in advisor business transformation, operational modernization, and people-centered technology integration. With almost three decades of experience in the financial services industry, Kelly has helped hundreds of advisory…
Jos is a well sought out industry professional that is able to address asset protection, succession planning, philanthropy, and explain the tax efficiency gained in the insurance planning process. She runs her boutique consulting firm,…
Since joining PPI as a Compliance Consultant in 2024, Joanne Johnsen has worked closely with advisors and firms to help them navigate regulation in a way that makes sense for their business. Her focus is…
Barb started her career as a litigator in Toronto and the surrounding area, before calling upon her background in employment law to transition into market conduct and performance management in the financial services industry. Over…
Kim is a seasoned business strategist and Family Enterprise Advisor with over 20 years of experience guiding business owners and family enterprises. A Chartered Professional Accountant and endorsed facilitator, she specializes in strategic planning, succession,…