Paid Content

What is Paid Content?

Paid Content is content provided by firms wishing to reach financial professionals. journalists are not involved in producing this content. Contact us for more information.

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM (ET)

Watch now and earn CE credits

Textured blue graphic

In this webinar that aired 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

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Wednesday, October 4, 2023, at 1:00 PM ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from IIROC, and MDFA (CIRO). CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from IIROC and MDFA (CIRO) is ready.

If you do not yet have a profile on CE Corner, you will need to create one to obtain your CE accreditation.

If you have any questions, please contact

About the moderator

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 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.

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.