Writer, Author, and Speaker
Author of the literary success and best-seller Ru, the rights of her first book, published in 2009, have been sold in twenty other countries. Kim Thúy has worked as a seamstress, interpreter, lawyer, restaurant owner and food columnist on radio and television. Countless professions, coincidences, and a whole series of failures and successes have led her to write and become the renowned author we know today.
Chief Executive Officer, IT Finance Canada
As Chief Executive Officer of IT Finance Canada, Aymane offers recruitment and consulting expertise in the information technology and finance industries. Throughout his career, he has collaborated with several financial institutions and software companies to help them achieve business objectives by proposing tactical and strategic initiatives related to business positioning, human resources recruitment needs, and technological transformations.
Vice President and Chief Policy Advisor, Member Regulation, IIROC
Richard joined what is now IIROC’s Member Regulation Policy Department in February 1997 as a result of the transfer of the Toronto Stock Exchange dealer regulation functions to the Investment Dealers Association of Canada (IDA). Since that time he has lead the development of a number of significant IDA and IIROC dealer financial, operational and business conduct rules. Richard regularly provides presentations to industry committees and other forums on the interpretation of existing IIROC rules and on rule proposals under development.
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.
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:
- Benefit from continuing education credits
- Learn from leading experts in change management and financial services
- Network with peers in the wealth management industry
- Expand your knowledge and skills
- Deepen your understanding of compliance
*The price includes breakfast and lunch.
The 2017 edition of the Assistants Conference, which was held at the Toronto Board of Trade, was a resounding success. Thank you to all our participants and partners!