On June 8, 2026, The Globe and Mail brought together the advisor community for a dynamic event designed especially for advisors looking to unlock growth and master the challenges of a rapidly changing financial industry.
The afternoon featured a robust program with an elite line-up of industry leaders and experts sharing their insights into the biggest industry issues of the day: what sets elite advisors apart, next-gen clients, AI & automation, alternative investments, buying or selling a book of business, and cryptocurrency.
Missed the event and would still like to earn Continuing Education credits? You can find the recording hosted on the Learnedly site for purchase at https://courses.lms.learnedly.com/catalog/info/id:1384
Topics & Speakers included:
What Sets the Best Apart: Lessons from America’s top advisors
- Sterling Shea, Managing Director, Head of Practice Strategy, Morgan Stanley Wealth Management
- Moderator: Pablo Fuchs, Editor, Globe Advisor
Next-Gen Clients: Retain and attract the heirs of wealth
- Jennifer Mukherjee, Managing Director, Region Head, Ontario West, Branch Manager, Toronto King, CIBC Wood Gundy
- Kendra Thompson, MBA, Founder, Epok Advice | North American Wealth & Asset Management Strategist | Industry Modernization Advocate
- Amy Dietz-Graham, Senior Wealth Advisor and Portfolio Manager, National Bank Financial Wealth Management
- Moderator: Rudy Mezzetta, Reporter, Globe Advisor, The Globe and Mail
AI and Automation: Ahead of the curve
- Jason Pereira MBA,CFA,CFP (Can & US) RFP, TEP, FP, Senior Partner & Financial Planner at Woodgate Financial and IPC Securities
- Moderator: Mark Burgess, Assistant Editor, Globe Advisor, The Globe and Mail
AI and Automation: From pilot to practice
- Jeet Dhillon, MBA, CFA, Senior Portfolio Manager, TD Wealth Private Wealth Management
- Colin White, CIM®, Portfolio Manager & CEO, Verecan Capital Management
- Moderator: Mark Burgess, Assistant Editor, Globe Advisor, The Globe and Mail
Building Resilient Portfolios with Alternatives
- Meric Koksal, Managing Director & Head of Product, CIBC Global Asset Management
- Craig Machel, Senior Portfolio Manager, Senior Investment Advisor, Richardson Wealth
- Moderator: James Cowan, Editor, Investing and Personal Finance, The Globe and Mail
Best Practices for Buying and Selling a Book of Business
- John Novachis, Executive Vice President and Head of Advisor Growth and Succession at IPC
- Joe Millott, CFA, Partner, Financial Services, Investment Banking, Fort Capital Partners
- Christine Timms, Retired Advisor, Author of Handbooks for Professional Financial Advisors, christinetimms.com
- Moderator: Deanne Gage, Reporter, Globe Advisor, The Globe and Mail
Is Crypto a Once-in-a-Generation Opportunity?
- Chris McHaney, CFA, Executive Vice President, Head of Investment Management and Strategy, Global X
- Michael Zagari, FCSI®, CIM®, CIWM, Portfolio Manager, Zagari Wealth Advisory, Wellington-Altus Private Wealth Inc.
- Moderator: Alexandra Posadzki, Financial and Cybercrime Reporter, The Globe and Mail Report on Business
AI, Empathy, and the Future of Human Advice
- Brian Portnoy, PhD, CFA, Founder & CEO, Shaping Wealth
Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.