WealthTech

Retirement and Investment Conference 2026

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The essentials

Event details

Dates
15 September 2026
Address
1 Harbour Square, Toronto, ON M5J 1A6
Organiser
CIFP Retirement Institute
Tickets
USD 215
Industry
WealthTech

Who attends

The audience

Join the Retirement Institute for a full-day event packed with presentations on the latest trends and solutions for retirement and investment professionals.

As described by the organiser

Agenda themes

Topics covered

  • Retirement
  • Investment
  • Invest

On stage

Speakers

  • Carol ChowChair, CIFP Retirement Institute
  • Pat BollandHead of Advisor Partnerships, JustWealth
  • Anthony QuinnPresident, The Canadian Association of Retired Persons (CARP)
  • Tony MahabirCEO, CANFIN Wealth Management
  • John L. ConnellFounder, Focal AI
  • Michelle MunroDirector Tax and Retirement Research, Fidelity Investments Canada
  • Pier- Alexandre DrouinVP Business Development, Fidelity Wealth
  • Anthony WilliamsVP of Academic Affairs, CIFP

On the floor

Sponsors and partners

  • Chartwell
  • Fidelity Investments
  • Fidelity Wealth
  • Focal AI
  • Bridgeport Asset Management
  • Bridgewater Bank
  • Equisoft
  • Home Trust
  • RFA Bank of Canada
  • Qtrade
  • CIFPs

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