Start your day off strong with a Oxygen Yoga & Fitness class or a Fun Run around the local old port area!
Meet us within the main hall of the Crew Collective - a stunning, 99-year old banking building. Grab a coffee or snack, meet your industry peers and fuel up for an action-packed day of insightful dialogue!
Through a series of panels and keynotes, we'll dig into the trends of today's retail investor landscape and the forces shaping the online offerings of retail brokers now and in the future.
A high-level perspective on emerging trends, evolving client expectations, and the forces shaping the future of the financial industry.
Start the day with our annual Market Trends Panel, where industry leaders explore the latest shifts in investor behaviour and emerging forces shaping the financial landscape. This session sets the tone for the day, offering consumer insights and forward-looking perspectives to help you navigate the evolving expectations of today’s investors.
Explore how topics like investor behaviour, AI in decision-making and rising options interest are impacting your peers in the industry within an interactive workshop.
Moderator: John See
Panelists:
As lower commissions on stock trading reshape revenue models, this panel will examine the rise of alternative asset classes—from crypto and Canadian Depository Receipts (CDRs) to option-based ETFs and active strategies. Discover how innovation is driving new growth opportunities across platforms and products.
The lines between banking, investing, and advice are blurring as financial institutions race to meet evolving investor expectations and integrate emerging technologies. This panel explores how firms are unifying experiences across apps, AI assistants, dashboards, and loyalty programs—capturing user intentions and leveraging insights and education to nudge behavior. We’ll also examine how they balance the simplicity and monetization potential of curated products with the need to preserve neutrality and trust, rethinking it all as AI stands to become the primary channel for investor engagement.
Explore how forces such as new revenue streams, building wealth and AI support tools are impacting your peers in the industry within an interactive workshop.
Moderator: John See
Panelists:
Celebrate the exciting future of the Digital Wealth industry and those driving positive change for today's investors.
For those who dare to explore!
