Welcome to Montreal where our speakers are our stars! Meet the speakers, panelists and moderators confirmed for this year's Online Broker Summit:
Laurent Blanchard
Web Transformation Panelist
With over 20 years in financial services, Laurent has acquired a cutting-edge expertise in the brokerage, information technology and operations fields.
Laurent Blanchard
President of National Bank Direct Brokerage
With over 20 years in financial services, Laurent has acquired a cutting-edge expertise in the brokerage, information technology and operations fields.
Greg Pepin
Customer Behaviour Panelist
Greg is the Creative Director for Fidelity Investments’ User Experience Design team and an established leader providing best-in-class digital solutions for close to 20 years.
Greg Pepin
Creative Director of UX, Fidelity
Greg is the Creative Director for Fidelity Investments’ User Experience Design team and an established leader providing best-in-class digital solutions for close to 20 years.
Stephen McGrath
Market Trends Panelist
Mr. McGrath has been involved in the development of new trading platforms and transforming content strategy to drive measurable results for clients and prospects.
Stephen McGrath
Head of Client Content at IG
Mr. McGrath has been involved in the development of new trading platforms and transforming content strategy to drive measurable results for clients and prospects.
Mike Foy
Keynote Speaker
Mike Foy is responsible for developing research based solutions that drive measurable results for clients within the wealth management industry in North America.
Mike Foy
Senior Director at J.D. Power
Mike Foy is responsible for developing research based solutions that drive measurable results for clients within the wealth management industry in North America.
John See
Market Trends Moderator
John See is a passionate and visionary global business leader with an outstanding record of value creation.
John See
Vice Chair, TD Wealth
John See is a passionate and visionary global business leader with an outstanding record of value creation.
Rob Carrick
Market Trends Panelist
Mr. Carrick has been writing about personal finance, business and economics for about 25 years
Rob Carrick
Commentator at The Globe and Mail
Mr. Carrick has been writing about personal finance, business and economics for about 25 years
Theresa Carey
Market Trends Panelist
Theresa is the author of the Digital Investor column in Barron’s, and has been reviewing sites of interest to online investors since 1991.
Theresa Carey
Author at Barron's
Theresa is the author of the Digital Investor column in Barron’s, and has been reviewing sites of interest to online investors since 1991.
Jamie McClelland
Customer Behaviour Moderator
Passionate digital strategist focused on global growth accelerations, digital transformations and M&A within the financial sector.
Jamie McClelland
CMO/CDO Consultant
Passionate digital strategist focused on global growth accelerations, digital transformations and M&A within the financial sector.
Keith Van Orden
Market Trends Panelist
Keith is a Managing Director and Head of Personal Investing at BlackRock with over 20 years’ experience helping clients meet their investment goals.
Keith Van Orden
Managing Director at BlackRock
Keith is a Managing Director and Head of Personal Investing at BlackRock with over 20 years’ experience helping clients meet their investment goals.
Michael Ellison
Customer Behaviour Panelist
Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education.
Michael Ellison
President at Corporate Insight
Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education.
Erik Johnson
Keynote Speaker
Erik applies behavioural science principles to marketing processes and communications to better serve investors.
Erik Johnson
Marketing Optimization Manager at Morningstar
Erik applies behavioural science principles to marketing processes and communications to better serve investors.
Bethany Baer
Web Transformation Moderator
Bethany Baer joined Markit Digital’s executive team in 2016 following 20 years of experience in technology management.
Bethany Baer
Chief Technology Officer at Markit Digital, an IHS Markit Company
Bethany Baer joined Markit Digital’s executive team in 2016 following 20 years of experience in technology management.
Jeff Beck
Customer Behaviour Panelist
Jeff brings an enterprising and strategic marketing perspective to the product executive team at TD Direct Investing.
Jeff Beck
VP of Strategy & Marketing at TD
Jeff brings an enterprising and strategic marketing perspective to the product executive team at TD Direct Investing.
Matt Wesche
Web Transformation Panelist
Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE.
Matt Wesche
Head of Active Trader at E*TRADE
Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE.
David Sypher
In the Labs Presenter
David is responsible for leading the global product suite, building on 20 years as an executive in Wealth Management and Online Brokerage
David Sypher
VP Product at Recognia
David is responsible for leading the global product suite, building on 20 years as an executive in Wealth Management and Online Brokerage
Kathryn St. John
In the Labs Presenter
Kathryn's team pursues the integrated user-centered designs that create value, leveraging her background in technology & investing analytics.
Kathryn St. John
Senior Director of UX at Recognia
Kathryn's team pursues the integrated user-centered designs that create value, leveraging her background in technology & investing analytics.
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