This summit aims to gather leaders from digital wealth brokerages for a series of keynote, panel & breakout sessions amongst networking in Montreal.
Agenda at a Glance
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Meet the speakers who contributed
Kathryn St. John
Trading Central
Kathryn is a fintech trailblazer, known for her pivotal role in the rise of the industry's premier technical analysis tool at startup Recognia, successfully acquired by Trading Central. Bridging her expertise in computer science, design, and analytics, Kathryn steers a high-performing team to extract actionable insights from data, driving product strategies that fuel growth. With her vast network and deep industry knowledge, Kathryn is a vital ally to brokers globally, helping them envision innovative, cost-effective solutions that reshape the retail investing experience. (GMBA, B. Comp. Sci., CMT I)
Rob has been writing about personal finance, investing, economics and business for more than 35 years. In his decades as personal finance columnist for The Globe and Mail, Rob made a priority of covering the digital brokerage space and annually published a widely read broker ranking. Rob’s broker insights also reflect his many interactions over the years with DIY investors of all ages.
