Digital Wealth Summit Toronto 2026

Michelle Tran, CFA, is President of TMX Datalinx, where she leads the growth of TMX Group’s information services division. She joined the company, then the TSE, in 2001 and has held increasingly senior roles, including Vice President and Head of Sales and Services, overseeing global sales of market data and analytics.

Peter Conroy is a capital markets executive at TMX Group, based in London. He has led business development and sales at the Montreal Exchange, TSX Group, PriceMetrix, and CollectiveBid Systems, and began his career in financial information at Bridge Information Systems. Before moving into finance, he served as an Executive and Legislative Assistant in Canada’s House of Commons, so he brings both public-policy and market experience to his work in exchanges and financial technology.

An accomplished leader boasting a rich professional background in financial markets across the City of London and Toronto. Proficient in all facets of program, product and account management, adept in high-touch customer engagement including strategic gathering, and prioritization of program, product and customer requirements. Skilled in defining innovative strategies and collaborating seamlessly with cross-functional teams, including technology, engineering, sales, marketing, legal and operations to achieve revenue, customer, and program objectives. Renowned for a collaborative nature, excelling in fostering robust working relationships across diverse stakeholders, including customers, colleagues, and executive circles. Rooted in a deep understanding of various cultures and a global outlook, I am driven by a passion to foster collaborative solutions that harmonize diverse perspectives. I adeptly merge a strong business acumen with technical expertise, ensuring creative problem-solving to consistently surpass client expectations.

Robert Tasca is Managing Director of Derivatives Products and Services at the Montréal Exchange, part of the TMX Group, where he oversees the development and performance of the Exchange's fixed-income and equity derivatives product portfolio. Having been at the Exchange for nearly three decades, Robert is responsible for leading on the development of new derivatives products, the advancement of trading technology solutions, and the execution of strategic initiatives and partnerships to drive value for its clients. By keeping the needs of its participants at the forefront of his work, Robert has helped lead the Exchange through a period of immense technological, financial, and geopolitical change, as well as a period of rapid growth. Robert began his career at the Montréal Exchange in 1998 as a Floor Official in the open-outcry pits, before progressing to Market Supervisor and several institutional relations roles. He then led product development and client solutions in interest-rate derivatives before taking on his current role as Managing Director. He has seen the Exchange from all angles: from its early embrace of electronification, to the heights in liquidity and volumes it sees today. Robert studied at McGill University in Montréal.

Devon Lacombe is Managing Director and Head of Scotia iTRADE and Canadian Wealth Analytics at Scotiabank, where she leads the bank's self-directed investing business and oversees analytics that inform strategic decision-making across Canadian Wealth Management. Her work combines market insights, investor behaviour, and data analytics to better understand how Canadians are investing and navigating today's markets. Throughout her career, Devon has held senior leadership roles spanning investing, deposits, payments, analytics, and digital innovation, helping shape consumer financial businesses while driving growth and enhancing the client experience. Devon holds an MBA from the Tuck School of Business at Dartmouth and a Bachelor of Arts from Harvard University.

Max Magee is an investment research and data specialist focused on corporate-behavior signals in public-company disclosures: insider activity, 10b5-1 plans, executive compensation, equity grants, incentive design, share repurchases, and institutional ownership. At VerityData, he has spent his career helping institutional investors interpret these signals and separate meaningful behavior from noise. He helps direct investor-facing research coverage, define new datasets and research products, and serve as a domain expert on SEC-filings-derived signals that can create investment edge.

Steve is the Chief Strategist at Interactive Brokers. He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker. He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of Steve’s career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as IBKR’s Chief Options Strategist and later Chief Strategist. Steve makes regular live appearances on CNBC, Bloomberg TV and Radio, Yahoo Finance, Fox Business, and several other media outlets in North America, Asia, Australia, and the Middle East. He is quoted frequently in print and electronic media and has guest authored several columns in Barron’s and other publications. Steve has held board memberships at various stock and options exchanges, currently serving on the board of MIAX Pearl, after stints on the boards of CBSX, NSE, and ISE-SE. In Canada, he has been a member of the MX Regulatory User Group and the IIAC Derivatives Committee. Prior to joining Interactive Brokers, Steve held senior trading roles at Morgan Stanley, Lehman Brothers, and Salomon Brothers, where he completed the firm’s famed training program. He holds both an MBA in Finance and a BS in Economics from the Wharton School of the University of Pennsylvania.

Michael Constantino is the Chief Executive Officer of Webull Canada, where he leads the company’s operations and growth strategy. He brings more than two decades of experience across financial services, institutional trading, brokerage operations and international equity markets. Constantino joined Webull in 2018 as Director of Trading and Operations before becoming Managing Director and Head of Trading & Operations in 2022, and CEO of Webull Canada in 2024. As CEO of Webull Canada, Constantino is focused on expanding access to financial markets and delivering technology-driven investing platform to Canadian investors. Under his leadership, Webull Canada has broadened its product offering to include commission-free trading across Canadian and U.S. equities, TFSA and RRSP accounts, margin and cash accounts, options, cryptocurrency, and innovative trading and market-data capabilities.

Maxwell Nicholson is the CEO and co-founder of Blossom, a social network for retail investors that has grown to nearly 1 million users and was ranked one of the Top 25 Apps of 2025 by the App Store and a Canadian Rocketship by TechTO. With over $7B in assets connected through linked brokerage accounts, Max has a unique pulse on how retail investors actually think and trade. Blossom partners with some of the largest asset managers in the world, including State Street, Global X, BMO ETFs, Vanguard, and more, to help them reach the fast-growing retail channel.

Emil is the Head of AI for Digital Investing at the Bank of Montreal, where he leads AI strategy & delivery for one of Canada's leading self-directed investing platforms. His work focuses on translating AI into practical, responsible solutions that improve how clients invest and how teams operate. Before joining BMO, Emil worked at the Boston Consulting Group, leading AI and Digital transformations for Fortune 500 companies. He holds a Ph.D. from Stanford University, where he applied AI to frontier problems in Astrophysics.

Tara Kennedy is VP and COO of Wealthsimple Investments Inc., where she leads Brokerage Operations and Credit Risk, driving innovation, regulatory compliance, and operational resiliency across the broker dealer. She oversees a team of experts in derivatives, crypto, credit risk management, and brokerage operations, and partners closely with Product, Engineering, Compliance, and Legal to launch new products and features. Before moving into this role in November 2025, Tara spent nearly three years as VP and Head of Capital Markets and Fund Operations at Wealthsimple, leading the Capital Markets team's focus on execution, revenue generation, and operational scalability. She previously served as Head of Trading at Welathsimple, overseeing all trading operations and execution across Wealthsimple's managed portfolio and direct investing businesses. Prior to Wealthsimple, Tara spent 15 years at TD Securities, building her career across index trading, cross border arbitrage, automated market making, and global equity derivatives, ultimately serving as Head of Trading for ETFs and Automated Strategies. She held registrations as a Registered Trader on the TSX and an odd lot market maker on Alpha, TSX Venture, and Chi X.

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)

Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education. Michael confounded Corporate Insight to address the competitive research needs necessary to help financial companies improve their marketing, customer service and product offerings.

Gary has over 15 years in financial markets, serving as an equity & derivatives specialist and research analyst. Gary is regularly quoted in Bloomberg News, conducts many education and market outlook webinars for investment institutions all over the world and has been a guest speaker at the New York Traders Expo.