WP Advisor Connect WealthTech - Standard
UNDERSTANDING THE IMPACT OF AI AND TECH ON WEALTH MANAGEMENT
 NOVEMBER 13, 2024 |1:30 PM - 2:30 PM ET | VIRTUAL



Join us for the WP AdvisorConnect - Wealthtech, where we'll explore how technology is transforming wealth management in Canada. With the rise of digital platforms, AI-driven investment tools, and personalized financial planning solutions, the landscape is rapidly evolving. As more clients demand seamless, tech-enabled services, it's crucial for wealth management professionals and advisors to stay ahead of the curve.  
 
Topics to be discussed include: 
  • AI – impact of AI on backend operations, investment management, etc.  
  • Compliance and regulation – managing those burdens for advisors and firms 
  • Scale vs bespoke service, delivering client demands for unique services while increasing firm scale and growth  
  • How can advisory firms invest in technology without getting caught up in the hype 

 

Continuing Education

This program has been approved for 1 CE credit from IAFE and FP Canada. 

 

Meet the Speakers

PT6 Massimo

 

Massimo Ianniruberto

Co-CEO | Cloven

Massimo had always been passionate about using technology to solve problems, and this passion led him to start Bluroot – a top CRM consulting company in Canada. 

As a consultant, Massimo worked with top financial advisors and wealth teams in Canada. Based on their common problems, the idea for Cloven, a CRM for Canadian financial advisors was born. 

Since then, Massimo has led Cloven’s explosive growth, and has become a contributor to the Financial Advisory community through his involvement in Advocis’ TIC, and his popular channel @MassLovesCRM. 

 
PT6 Paul Kornfeld

 

Paul Kornfeld, CFA

President | SIACharts

Paul is a Stanford University graduate, attained the Chartered Financial Analyst (CFA) designation in 2017, and was recognized as one of the Top 100 people in Finance magazine in 2023. He is also a former Canadian national swimmer and record holder. As President of technology focused SIACharts, Paul oversees sales, client success, marketing, support, operations, and development. Paul lives in Calgary with his wife Laura and their three children.
PT6 Frank Laferriere

 

Frank Laferriere

Executive Vice President, Digital Strategy & Compliance | Wellington-Altus

Bringing a wealth of experience spanning over 25 years in the Canadian and international financial services industry, Frank Laferriere is Executive Vice-President, Digital Strategy and Compliance at Wellington-Altus. With a diverse skill set that encompasses technology, operations, product development, compliance, finance, and asset management, Frank has excelled in executive-level positions, demonstrating his ability to build and scale businesses while driving essential enterprise initiatives. 
David Kitai-1

 

David Kitai

Senior Editor – Wealth Professional, Key Media | Moderator

David Kitai is a senior editor in the Wealth vertical for Key Media. He is responsible for content across Wealth Professional and Benefits and Pensions Monitor. He’s a graduate of the Master of Journalism program at the University of British Columbia.


He is a journalist with experience in magazine editing, radio production, and international reporting in Toronto, Vancouver, and Tbilisi. He loves wine and cooking and is always looking for a new recipe.

 

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