2026 RIA Conference

Speakers

Conference Leadership

Co-Chairs

François Crémet

CFA

Vice President, Strategy & Operations, BDC

Carol Smith

RIAC, EPC, RIS

Partner, Desjardins Financial Security Independent Network

Geordie Hungerford

Lawyer & Consultant,
Hungerford Consulting

Robert Wesseling

President and Chief Executive Officer, The Co-operators Group Limited

Visionary Voices

Keynotes

Rob Grein

Chief Executive Officer,
PMG Intelligence

Mitzie Hunter

President & CEO,
Canadian Women's Foundation

Luiza Savage

Editorial Director,
Washington Post Intelligence

Industry Leaders

Speakers

Cal Aboona

CFP

Senior Wealth Advisor,
CIBC Wood Gundy

Melanie Adams

B.Sc., J.D.

Managing Director & Head, Responsible Investment, RBC Global Asset Management

Jane Ambachtsheer

Chief Sustainability Officer, BNP Paribas Asset Management

Ginny Arnott-Wood

BA, CFP, CIM

Wealth Advisor and Associate Portfolio Manager, Raymond James Ltd.

Sean Baird

B.Com. MSc.

President & CEO, Toronto Community Housing Corporation

Kathleen Beaumont

CFA

Managing Director, Sustainable Investing, Investment Management Corporation of Ontario

Wendy Berman

LLB

Chair,
Canadian Sustainability Standards Board

Jonathan Bey

Manager, RI Integration and Sector Lead, NEI Investments

Melissa Bird

Lead Analyst, ESG Research,
Morningstar Sustainalytics

Kirsten Boer

Head of Customer Success, Morningstar Sustainalytics

Jamie Bonham

Head of Responsible Investing, NEI Investments

Derek Brown

MBA, CFA

Managing Director, Head of Fixed Income, Beutel, Goodman & Company Ltd.

Alicja Brown

RIAC, CFP, CIM

Senior Wealth Advisor, Brown Investment Group of CIBC Wood Gundy

Clayton Buckingham

VP, Finance and Chief Financial Officer, Vancouver Airport Authority

Tabatha Bull

President & CEO, Canadian Council for Indigenous Business

Mark Burgess

Assistant Editor, Globe Advisor,
The Globe and Mail

John Cameron

Principal, Sustainability Standards, Canadian Sustainability Standards Board

Alin Charriere

Senior Advisor,
Department of Finance Canada

Linson Chen

CFP, CIM, CLU

Financial Advisor & Portfolio Manager, RGF Integrated Wealth Management

Adelaide Chiu

FCPA, FCA, CFA

Vice President, Responsible Investing, Beutel Goodman Investment Counsel

Ryan Clancy

CPA, MPA

Head, Impact Management & AI Strategy, Rally Assets

Jory Cohen

Founder,
Silk Pin Capital

Daniel Collison

CEA, TEP

Managing Partner,
Advice2Advisors

Judy Cotte

LL. M.

Head of Sustainability,
Onex

Jeff Cyr

Founder, Managing Partner and CEO, Raven Outcomes

Don D'Souza

Senior Principal, ESG Stewardship,
BCI

Ernie Daniels

CPA, CAFM

President & CEO, First Nations Finance Authority

Graham Day

Managing Partner,
Spring Impact Capital

Brittany De Pompa

Director, Responsible Investing, NEI Investments

Alicia Dubois

B.Sc., J.D., ICD.D

Chief Investment Officer,
Boann Funds Inc.

Tom Ewart

Managing Director, Resilience Acceleration Lab, Co-operators

Patricia Fletcher

ICD.D

Chief Executive Officer, RIA Canada

Jonathan Frost

SVP & Chief Underwriting Officer, Munich Reinsurance Company of Canada

Kelly Gauthier

President,
Rally Assets

Krista Gnau

North American Market Engagement Lead, Taskforce on Nature-related Financial Disclosures (TNFD)

Christopher Googoo

Chief Operating Officer, Ulnooweg Development Group

Daksha Govind

Senior Advisor, Responsible Investment, Desjardins Global Asset Management

Adhiti Gupta

Senior Advisor, Impact Strategies & Thought Leadership, FinDev Canada

Tristan Hackett

Senior Director,
BlueMark

Louise Hamel

VP Member Compliance,
CIRO

Lila Han

CFA

Director, Sustainable Investing, OMERS

Karim Harji

Senior Advisor,
Impact Frontiers

Catherine Hart

Director Impact Measurement & Management, Canada Growth Fund, a subsidiary of PSP Investments

Patrick Hergt

CFA

Partner and Head of Business Development, Sarona Asset Management

Alisha Hiyate

Managing Editor, Investment Executive and Advisor.ca

Matt Jamieson

MBA, ICD.D

CEO,
Six Nations Group

Peter Johnson

Director, Affordable Housing, Scotiabank Global Sustainable Business, Global Corporate Affairs

Jeffrey Jones

Energy and Resources Editor, The Globe and Mail

Sarah Keyes

FCPA, FCA

Partner, Sustainability Advisory, PwC Canada

Yujin Kim

Sr. Research Associate,
Jefferies

Greg Kitscha

P.Eng., MBA, CFA

Managing Director, Investments, Building Ontario Fund

Yrjo Koskinen

PhD, ICD.D

Director of Research, Institute for Sustainable Finance (ISF)

Monica Kowal

LL.B., LL.M., ICD.D

Principal,
BoardView AI

Sarah Kutulakos

Regional Director,
FSC North America

Wren Laing

Senior Investment Director,
McConnell Foundation

Carol Liao

PhD

Professor of Law and Chair, Canada Climate Law Initiative, UBC

Karen Lockridge

Director, Responsible Investing, CAAT Pension Plan

Rod Lohin

Executive Director, Rotman Sustainability Initiative and Sessional Instructor, Rotman School of Management

Funmi Makinwa

Senior Investor Relations Associate, Sarona Asset Management

Rony Malev

CIM

Financial Advisor, Raymond James Ltd.

Rahul Malhotra

BESc., MBA, CFA

Director, Investment Research, Mackenzie Investments

Jo-Anne Matear

Director, Sustainability Standards, Canadian Sustainability Standards Board

Lynn McGrade

Partner, Borden Ladner Gervais LLP

Christina Milhomem

Vice President, Sustainable Investment, BMO Global Asset Management

Bertrand Millot

Head of Sustainability,
La Caisse

Anna Murray

Senior Managing Director, Global Head of Sustainable Investing, Ontario Teachers' Pension Plan

Bernard Diene Ndour

CEO,
CAP Finance

Imran Noorani

Vice President of Policy (Canada), Canadian Renewable Energy Association

David O'Leary

CFA, MBA

Founder & Managing Partner, Kind Wealth

Tara Park

Sustainable Ownership Lead,
Altas Partners

Carl Pelland

CFA

Vice-President, Fixed Income, and Head of Corporate and Impact Bonds, Addenda Capital

Catherine Philogène

VP, Product Management, ESG Funds, RBC Global Asset Management

Glen Pichanick

Head of Advocacy and Industry Insights, RIA Canada

Mark Podlasly

Chief Executive Officer, First Nations Major Projects Coalition

Jackie Porter

Financial confidante, Ceo of the Team Jackie Porter and Podcast host

Inka‑Mélissa Poulin

Vice President and Head of Strategies for Responsible Investment Solutions, Desjardins Investments Inc.

Katharine Preston

Vice President, Sustainable Investing, OMERS

Johnathan Prestwich

Senior Investment Analyst, Mackenzie Investments

Tony Pringle

MSc, MBA

CEO + Co-founder,
Quinn+Partners

Marlene Puffer

Ph.D., CFA, ICD.D

Chair, Taxonomy and Transition Planning Council, Business Future Pathways

Robin Reid-Riviere

President, Dimensions Advisory Group

Ian Robertson

CFA, ICD.D

Portfolio Manager,
Odlum Brown

David Rutherford

AVP, Sustainable Research, Mackenzie Investments

Fate Saghir

Senior Vice President, Head of Sustainability, Experience and Brand, Mackenzie Investments

Maya Saryyeva

Director, Institute for Sustainable Finance (ISF) at Smith School of Business, Queen’s University

Alison Schneider

MBA, ICD.D

Consultant, Ceres Investor Network

Stephen Scott

Managing Director, Investments, Indigenous & Northern Infrastructure, Canada Infrastructure Bank

Marina Severinovsky

Head of Sustainability, North America, Schroders

Javinder Sidhu

Acting Managing Director - Catastrophic Risk Division, OSFI

Daniel Simunac

BArch, MBA, ICD.D

Co-Chief Executive Officer, Stonebridge Financial

Tracee Smith

MBA, MFin

Founder and CEO,
Keewaywin Capital Inc.

Sonia LeRoy

CFP, RFP, RIS

Wealth Advisor, LeRoy Wealth, IPC Securities

Sébastien St-Hilaire

B Sc.

Portfolio Manager, Senior Wealth Manager, Desjardins Securities

Yingzhi Tang

Senior Research Associate, Institute for Sustainable Finance (ISF)

Susan Thompson

Managing Director, Head of Global Sustainable Finance & Advisory, TD Securities

Kathryn Toope

VP, Marketing & Communications, Verecan Group of Companies

Mark Toren

President & CEO,
Toren & Associates

Stephanie Tsui

MSc.

Chief Sustainability Officer, Portfolio Manager, Genus Capital Management

Roxanne Turcotte

Senior Vice President, Inclusive and Government Funds, BDC

Rosa van den Beemt

MSc.

Director, Stewardship,
Eclipx Family Office

Andrew Vasila

CFA

Director, Global Fixed Income, Sustainable Fixed Income, Mackenzie Investments

Carmen Velasquez

Principal, Knowledge Products (Commodities), Studio.Energy

Rosalie Vendette

Director,
Quinn+Partners

Karen Walters

B.Comm, GCB.D (ESG)

Director, Sustainability & ESG Disclosure, ATCO

Lindsey Walton

CFA, PRM

Director of Americas,
PRI

Colin White

CIM®

President & CEO, Verecan Group of Companies

Laura Wood

Lead Client Partner,
PwC Canada

Dan Zilnik

EY - Partner, Sustainability Advisory

More speakers coming soon!

Conference Leadership

Co-Chairs

François Crémet

CFA

Vice President, Strategy & Operations, BDC

Carol Smith

RIAC, EPC, RIS

Partner, Desjardins Financial Security Independent Network

Geordie Hungerford

Lawyer & Consultant,
Hungerford Consulting

Robert Wesseling

President and Chief Executive Officer, The Co-operators Group Limited

Visionary Voices

Keynotes

Rob Grein

Chief Executive Officer,
PMG Intelligence

Mitzie Hunter

President & CEO,
Canadian Women's Foundation

Luiza Savage

Editorial Director,
Washington Post Intelligence

Visionary Voices

Speakers

Cal Aboona

CFP

Senior Wealth Advisor,
CIBC Wood Gundy

Melanie Adams

B.Sc., J.D.

Managing Director & Head, Responsible Investment, RBC Global Asset Management

Jane Ambachtsheer

Chief Sustainability Officer, BNP Paribas Asset Management

Ginny Arnott-Wood

BA, CFP, CIM

Wealth Advisor and Associate Portfolio Manager, Raymond James Ltd.

Sean Baird

B.Com. MSc.

President & CEO, Toronto Community Housing Corporation

Kathleen Beaumont

CFA

Managing Director, Sustainable Investing, Investment Management Corporation of Ontario

Wendy Berman

LLB

Chair,
Canadian Sustainability Standards Board

Jonathan Bey

Manager, RI Integration and Sector Lead, NEI Investments

Melissa Bird

Lead Analyst, ESG Research,
Morningstar Sustainalytics

Kirsten Boer

Head of Customer Success, Morningstar Sustainalytics

Jamie Bonham

Head of Responsible Investing, NEI Investments

Derek Brown

MBA, CFA

Managing Director, Head of Fixed Income, Beutel, Goodman & Company Ltd.

Alicja Brown

RIAC, CFP, CIM

Senior Wealth Advisor, Brown Investment Group of CIBC Wood Gundy

Clayton Buckingham

VP, Finance and Chief Financial Officer, Vancouver Airport Authority

Tabatha Bull

President & CEO, Canadian Council for Indigenous Business

Mark Burgess

Assistant Editor, Globe Advisor,
The Globe and Mail

John Cameron

Principal, Sustainability Standards, Canadian Sustainability Standards Board

Alin Charriere

Senior Advisor,
Department of Finance Canada

Linson Chen

CFP, CIM, CLU

Financial Advisor & Portfolio Manager, RGF Integrated Wealth Management

Adelaide Chiu

FCPA, FCA, CFA

Vice President, Responsible Investing, Beutel Goodman Investment Counsel

Ryan Clancy

CPA, MPA

Head, Impact Management & AI Strategy, Rally Assets

Jory Cohen

Founder,
Silk Pin Capital

Daniel Collison

CEA, TEP

Managing Partner,
Advice2Advisors

Judy Cotte

LL. M.

Head of Sustainability,
Onex

Jeff Cyr

Founder, Managing Partner and CEO, Raven Outcomes

Don D'Souza

Senior Principal, ESG Stewardship,
BCI

Ernie Daniels

CPA, CAFM

President & CEO, First Nations Finance Authority

Graham Day

Managing Partner,
Spring Impact Capital

Brittany De Pompa

Director, Responsible Investing, NEI Investments

Alicia Dubois

B.Sc., J.D., ICD.D

Chief Investment Officer,
Boann Funds Inc.

Tom Ewart

Managing Director, Resilience Acceleration Lab, Co-operators

Patricia Fletcher

ICD.D

Chief Executive Officer, RIA Canada

Jonathan Frost

SVP & Chief Underwriting Officer, Munich Reinsurance Company of Canada

Kelly Gauthier

President,
Rally Assets

Krista Gnau

North American Market Engagement Lead, Taskforce on Nature-related Financial Disclosures (TNFD)

Christopher Googoo

Chief Operating Officer, Ulnooweg Development Group

Daksha Govind

Senior Advisor, Responsible Investment, Desjardins Global Asset Management

Adhiti Gupta

Senior Advisor, Impact Strategies & Thought Leadership, FinDev Canada

Tristan Hackett

Senior Director,
BlueMark

Louise Hamel

VP Member Compliance,
CIRO

Lila Han

CFA

Director, Sustainable Investing, OMERS

Karim Harji

Senior Advisor,
Impact Frontiers

Catherine Hart

Director Impact Measurement & Management, Canada Growth Fund, a subsidiary of PSP Investments

Patrick Hergt

CFA

Partner and Head of Business Development, Sarona Asset Management

Alisha Hiyate

Managing Editor, Investment Executive and Advisor.ca

Matt Jamieson

MBA, ICD.D

CEO,
Six Nations Group

Peter Johnson

Director, Affordable Housing, Scotiabank Global Sustainable Business, Global Corporate Affairs

Jeffrey Jones

Energy and Resources Editor, The Globe and Mail

Sarah Keyes

FCPA, FCA

Partner, Sustainability Advisory, PwC Canada

Yujin Kim

Sr. Research Associate,
Jefferies

Greg Kitscha

P.Eng., MBA, CFA

Managing Director, Investments, Building Ontario Fund

Yrjo Koskinen

PhD, ICD.D

Director of Research, Institute for Sustainable Finance (ISF)

Monica Kowal

LL.B., LL.M., ICD.D

Principal,
BoardView AI

Sarah Kutulakos

Regional Director,
FSC North America

Wren Laing

Senior Investment Director,
McConnell Foundation

Carol Liao

PhD

Professor of Law and Chair, Canada Climate Law Initiative, UBC

Karen Lockridge

Director, Responsible Investing, CAAT Pension Plan

Rod Lohin

Executive Director, Rotman Sustainability Initiative and Sessional Instructor, Rotman School of Management

Funmi Makinwa

Senior Investor Relations Associate, Sarona Asset Management

Rony Malev

CIM

Financial Advisor, Raymond James Ltd.

Rahul Malhotra

BESc., MBA, CFA

Director, Investment Research, Mackenzie Investments

Jo-Anne Matear

Director, Sustainability Standards, Canadian Sustainability Standards Board

Lynn McGrade

Partner, Borden Ladner Gervais LLP

Christina Milhomem

Vice President, Sustainable Investment, BMO Global Asset Management

Bertrand Millot

Head of Sustainability,
La Caisse

Anna Murray

Senior Managing Director, Global Head of Sustainable Investing, Ontario Teachers' Pension Plan

Bernard Diene Ndour

CEO,
CAP Finance

Imran Noorani

Vice President of Policy (Canada), Canadian Renewable Energy Association

David O'Leary

CFA, MBA

Founder & Managing Partner, Kind Wealth

Tara Park

Sustainable Ownership Lead,
Altas Partners

Carl Pelland

CFA

Vice-President, Fixed Income, and Head of Corporate and Impact Bonds, Addenda Capital

Catherine Philogène

VP, Product Management, ESG Funds, RBC Global Asset Management

Glen Pichanick

Head of Advocacy and Industry Insights, RIA Canada

Mark Podlasly

Chief Executive Officer, First Nations Major Projects Coalition

Jackie Porter

Financial confidante, Ceo of the Team Jackie Porter and Podcast host

Inka‑Mélissa Poulin

Vice President and Head of Strategies for Responsible Investment Solutions, Desjardins Investments Inc.

Katharine Preston

Vice President, Sustainable Investing, OMERS

Johnathan Prestwich

Senior Investment Analyst, Mackenzie Investments

Tony Pringle

MSc, MBA

CEO + Co-founder,
Quinn+Partners

Marlene Puffer

Ph.D., CFA, ICD.D

Chair, Taxonomy and Transition Planning Council, Business Future Pathways

Robin Reid-Riviere

President, Dimensions Advisory Group

Ian Robertson

CFA, ICD.D

Portfolio Manager,
Odlum Brown

David Rutherford

AVP, Sustainable Research, Mackenzie Investments

Fate Saghir

Senior Vice President, Head of Sustainability, Experience and Brand, Mackenzie Investments

Maya Saryyeva

Director, Institute for Sustainable Finance (ISF) at Smith School of Business, Queen’s University

Alison Schneider

MBA, ICD.D

Consultant, Ceres Investor Network

Stephen Scott

Managing Director, Investments, Indigenous & Northern Infrastructure, Canada Infrastructure Bank

Marina Severinovsky

Head of Sustainability, North America, Schroders

Javinder Sidhu

Acting Managing Director - Catastrophic Risk Division, OSFI

Daniel Simunac

BArch, MBA, ICD.D

Co-Chief Executive Officer, Stonebridge Financial

Tracee Smith

MBA, MFin

Founder and CEO,
Keewaywin Capital Inc.

Sonia LeRoy

CFP, RFP, RIS

Wealth Advisor, LeRoy Wealth, IPC Securities

Sébastien St-Hilaire

B Sc.

Portfolio Manager, Senior Wealth Manager, Desjardins Securities

Yingzhi Tang

Senior Research Associate, Institute for Sustainable Finance (ISF)

Susan Thompson

Managing Director, Head of Global Sustainable Finance & Advisory, TD Securities

Kathryn Toope

VP, Marketing & Communications, Verecan Group of Companies

Mark Toren

President & CEO,
Toren & Associates

Stephanie Tsui

MSc.

Chief Sustainability Officer, Portfolio Manager, Genus Capital Management

Roxanne Turcotte

Senior Vice President, Inclusive and Government Funds, BDC

Rosa van den Beemt

MSc.

Director, Stewardship,
Eclipx Family Office

Andrew Vasila

CFA

Director, Global Fixed Income, Sustainable Fixed Income, Mackenzie Investments

Carmen Velasquez

Principal, Knowledge Products (Commodities), Studio.Energy

Rosalie Vendette

Director,
Quinn+Partners

Karen Walters

B.Comm, GCB.D (ESG)

Director, Sustainability & ESG Disclosure, ATCO

Lindsey Walton

CFA, PRM

Director of Americas,
PRI

Colin White

CIM®

President & CEO, Verecan Group of Companies

Laura Wood

Lead Client Partner,
PwC Canada

Dan Zilnik

EY - Partner, Sustainability Advisory

More speakers coming soon!