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In this webinar occurring on Wednesday, October 4, 2023 at 1:00 pm ET. Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution, resulting in cost savings and operational efficiencies. This panel looks to explore how Canadian wealth leaders are looking at the opportunities and threats of convergence, consolidation and life-time account relationships and what it implies to operations, sales and channel experience

Scott Wilkinson, VP, Business Development, Wealth, Broadridge Canada

David Scandiffio, President & CEO, CIBC Asset Management
Laura Paglia, President & CEO, Investment Industry Association of Canada

Register Now and earn IIROC and MFDA credits (pending approval)

Note for advisors: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to IIROC and MFDA for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the moderator

Scott Wilkinson

VP, Business Development, Wealth, Broadridge Canada

Scott Wilkinson has an extensive track record of conceiving and building innovative product, service, technology and experience solutions for banks, wealth, insurance and FinTech companies.

Scott's career has spanned roles in banking, management consulting and IT sales leadership. As a management consultant he focused on payments and channel innovation, helping over 30 leading US, Canadian and UK financial brands such as AGF Funds Management, Progressive Insurance, MGIC, Amex, Boeing, GE Capital, American Express, Office Max, Sony Canada, Charles Schwab, VISA, and IBM.  Scott has held senior roles International Financial Data Services, and Temenos Software.

Scott has written extensively on financial topics including FinTech strategy, mortgage and mortgage insurance, broker deposits, pensions, open banking and recently banking competition policy. Most recently he completed a study on the Home Trust liquidity event. Scott holds a BA from the University of Toronto and an MBA with Distinction (Ivey Scholar) from Richard Ivey School of Business at Western University.

About the panelists

David Scandiffio

President & CEO, CIBC Asset Management

David Scandiffio is the President and CEO of CIBC Asset Management, and responsible for the overall retail and institutional asset management businesses at CIBC. He is also a key member of the Commercial Banking & Wealth Management Leadership Team, and chair of the CBWM Diversity & Inclusion Action Committee.

Prior to joining CIBC, David was Executive Vice-President, Wealth Management at Industrial Alliance, where he was responsible for the wealth distribution and asset management businesses. Prior to that, David held various product and marketing leadership roles during his tenure at Mackenzie Investments.

David is a member of the Investment Funds Institute of Canada’s (IFIC) Board of Directors, co-chair of Young People’s Theatre board of directors, and honorary Co-Chair of the Princess Margaret Road Hockey to Conquer Cancer. He was also inducted into the University of Toronto Sports Hall of Fame.

David is a CFA charterholder.

Laura Paglia

President & CEO, Investment Industry Association of Canada.

Prior to joining the IIAC, Laura had decades of specialized experience in providing legal representation to a broad range of market participants. These include Canadian and foreign banks, insurance companies, underwriters, investment fund managers, investment dealers, exempt market dealers, and carrying brokers.

Laura has also represented a variety of individual professionals such as, Chief Executive Officers and Ultimate Designated Persons, Chief Compliance Officers, research analysts, investment bankers, institutional traders, portfolio managers, and financial advisors.

Laura has been a frequent speaker, instructor, and writer on topical and emerging industry issues. Laura was called to the Bar of Ontario in 1997. She obtained an LLB from Osgoode Hall Law School in 1994 and an LLM from Osgoode Hall Law School in 2014.

Brought to you by

Edward Jones

So how does it work?

Here’s how to get your CE Credits:

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

CE accreditation powered by

This webinar is an exclusive benefit for Advisor.ca readers. It is produced by Newcom Media’s content services team in collaboration with Edward Jones. CE accreditation is powered by CE Corner. If you have any questions, please email: annachristina@newcom.ca