Is your firm SRO-ready?

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.

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.