Empowering the Modern Investor: Next-Gen Technology & Evolving Retail Dynamics

The 2026 TMX Datalinx & Trading Central Summit in Toronto brought together nearly 140 leaders from more than 40 Canadian banks, online brokerages, and fintechs to explore how retail investing is evolving with AI tools, advanced data infrastructure, and alternative datasets. Three sessions anchored the discussion:

• Michael Ellison, President of Corporate Insight, opened with a keynote on AI in retail investing, drawing on the firm’s report “AI in Financial Services Today: The Opportunity, the Risk and the Emerging Reality.”
• The Evolving Retail Persona panel explored how Canada's retail investors are changing: what they expect from AI, how platforms can balance access with education and guardrails, and the back-office gaps still holding the client experience back.
• Empowering the Modern Investor panel examined how AI is reshaping the investing experience, from native AI and bring-your-own-model approaches to the data, guardrails, and ROI that will set brokers apart as models commoditize.

Two Innovation Spotlights rounded out the program: TMX PredictivePulse, TMX Datalinx’s real-time prediction market data, and the Trading Central MCP Server, a one-stop shop for financial intelligence in AI-driven experiences.

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Explore insights from the keynote and panels on what’s driving modern retail investing, covering the new investor persona, AI adoption and trust, guardrails and education, and opportunities for Canadian brokerages.

About Digital Wealth Events

Digital Wealth Events by Trading Central brings industry leaders together to discuss emerging trends, share experiences and decompress the latest research — moving the industry forward together. Learn more at www.digitalwealthevents.com.

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