Daniel Collison is the Managing Partner with financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan spent the first 10 years of his career as a financial planner, ultimately, moving into managerial roles within the industry.

Dan has degrees in history and political science from York University, has the Certified Financial Planner designation (CFP), is a Member of the Society of Trust and Estate Practitioners (TEP), and is a member of the Financial Therapy Association (FTA).

Dan regularly presents webinars, workshops and seminars on marketing, prospecting and planning topics to financial services firms, and has been interviewed over 100 times by Financial Post, Globe & Mail, The Toronto Star, Macleans Magazine, BNN TV, CP 24, Rogers Cable, CFTR News, Investment Executive and StayPaid Podcast. He was a keynote speaker at Knowledge Bureau’s Distinguished Advisor Conference in 2017, 2018 and again in 2019.

Dan is a Board Member of the FP Foundation and Chair of its Research Committee. He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998. Dan is the author of The Financial Advisor’s Guide to Excellence, Carswell, 2015 (rated one of the “10 Books Financial Advisors Need to Read in 2019”, by ReminderMedia).

Grant Hicks, CIM, is a practice management expert and is President of Advisor Practice Management. www.advisorpracticemanagement.com  Grant has written 3 books and is a keynote speaker at conferences and workshops for financial advisors. He has spoken for major financial institutions in Canada, United States and Asia. He coaches individual financial advisors and teams on perfecting practice management processes for ideal clients, prospects and centres of influence. Grants combined financial advisor clients manage over 4 billion AUM , and earn over $40 million dollars combined! Grant played professional hockey in Europe before starting in the financial industry.  

Dr. Ranjan Bhaduri is the Founder & CEO of Bodhi Research Group. Bodhi Research Group assists pensions, endowments, sovereign wealth funds, family offices, and institutional investors with regards to alternative investments.

Dr. Bhaduri is recognized globally as an authority in alternative investments. Dr. Bhaduri has worked closely with many pensions, sovereign wealth funds, and family offices on a variety of portfolio matters.

Dr. Bhaduri had previously been part of an investment committee at Morgan Stanley, where he had conducted investment due diligence and helped design customized portfolios of alternatives. Dr. Bhaduri also has extensive experience with managed account platforms, including structuring and negotiations.

Dr. Bhaduri has is also a gifted educator who has guest lectured at many top universities and published several papers in industry and academic journals. Dr. Bhaduri has lectured for the Montreal Exchange on Derivatives. Dr. Bhaduri was invited by the CME to be part of a special delegation that met with regulators in Beijing and Taipei to discuss hedge fund issues. Dr. Bhaduri has held an advisory role at the East-West Center, a leading think tank on the Asia-Pacific region. He has been invited to speak in conferences internationally on advanced techniques in portfolio and risk management. Dr. Bhaduri holds both the CFA and CAIA designations.

Hyewon Kong is a vice president and Head of Responsible Investing at the Investment Management Corporation of Ontario (IMCO), which manages over $70bn of Ontario public-sector pension funds, where she leads environmental, social and governance (ESG) and sustainable investing strategies across all asset classes. With over 20 years of experience in both corporate and investment management in Asia, Europe and North America, Hyewon has been an ambassador of sustainable investing as an experienced portfolio manager and a subject matter expert on ESG. Hyewon serves on the Board of Directors of the University of British Columbia (UBC) Investment Management Trust and on the Environmental Finance Advisory Committee at the University of Toronto. She also lectures on environmental finance and sustainable and impact investment courses. She co-founded and co-chairs Canadian Responsible Investment Working Group and has been named as Canada’s 2020 Clean 50 leaders for creating broad collaborations in the Canadian financial industry to drive a sustainability agenda. 

Pat has her own consulting business and is currently the Executive Director of the Canadian ETF Association, which was the first ETF Association in the world. 

She has spent over 35 years in the Financial Services industry as a client and relationship-focused executive with an in-depth background in all aspects of the industry. 

She has been and continues to be an active member on many industry committees including those at CCMA, IFIC and Fundserv and Women in ETFs. 

Pat is also actively involved in her community as the Immediate past Board Chair at Community Living Dufferin, Board Member at Prosper Canada and Board member at QCC. She is also advisor for Exemplar Companies and ConvergX. 

Tashia Batstone is President and CEO of FP Canada, the leading body for the financial planning profession. Previously, Ms. Batstone held senior leadership positions within the CPA profession and played a significant role in the unification of the accounting profession. She serves on multiple not-for-profit boards.