Managing Director, The Everton Carlisle Group
As Managing Director for The Everton Carlisle Group, Frank provides insight and expertise to the financial services industry with regards to Capital Markets, Technology and the Regulatory landscape. Frank’s formative years were spent on the trading floor of the Montreal Exchange. Over his 20-year career he has conceived and implemented trade surveillance solutions, chaired on international industry committees and served as a panelist in multiple conferences.
Web and Social Media Consultant
David Chabot is a pioneer of the Internet in Quebec. Since 1993, he has been a trainer, lecturer, business developer and business consultant for B2B organizations focused on leveraging the Internet.
Founder, Strategist Business Development
Sara Gilbert is a speaker and the founder of the firm Strategist Business Development . As a Financial Management Advisor (FMA), Fellow of CSI (FCSI) and Certified International Wealth Manager (CIWM), she also acts as a coach to investment advisors, concerning the positioning and the development of their business practice, communication, team management and client experience.
Thierry Lindor started his entrepreneurial career advising and consulting a multitude of corporations, owners and investors while representing their real estate and financial interests. He is also founder of Influence ORBIS, a movement aimed at giving new meaning to entrepreneurial innovation. He is also a noted speaker, radio host and TV contributor.
Managing Director, Canadian Securities Institute
Marie Muldowney is Managing Director of the Canadian Securities Institute (CSI), acquired by Moody’s Analytics in 2010. Prior to the acquisition, she headed the product development team at CSI. From 2001 to 2007, Ms. Muldowney was the Executive Director of the Institute of Canadian Bankers (ICB).
Join us at the Assistants Conference and…
- Network with peers in the wealth management industry
- Expand your knowledge and hone your skills
- Deepen your understanding of compliance
- Earn continuing education credits
*The price includes breakfast and lunch.
The 2016 edition of the Assistants Conference, which was held at the Toronto Board of Trade, was a resounding success.