Toronto

With more than 40 years of experience covering hockey, TSN Hockey Insider Bob McKenzie is the definitive authority on breaking news and analysis from every corner of the hockey world. Using his unparalleled contacts, combined with an abundance of hockey knowledge and a genuine love for the game, McKenzie has well earned his reputation as the most informed, most trusted, and most connected man in the business. McKenzie is Twitter’s #1 choice for breaking news and analysis of the biggest stories in the game. He is the most followed media personality in Canada with more than 1.6 million followers and consistently ranks as one of Sports Illustrated’s Twitter Top 100.

Colette has created Compliance 101 to promote and clarify IIROC rules. She has leveraged her industry knowledge and 15 years of experience at IIROC as a Senior Business Conduct examiner and Case Assessment manager. Colette holds a degree in Organizational Communication, with her expertise and communication skills, she aims to make Compliance Rules as clear, as transparent and as accessible as possible.

Jean-Philippe is a data obsessed Product Owner, whose mission is to help finance professionals build a better practice and optimize their book of business using data analytics. Prior to joining Croesus, he spent five years implementing business intelligence solutions for top-tier consulting firms in the financial services industry. He holds a master’s from Reims Business School in France and is a certified Professional Scrum Product Owner.

Guillaume is passionate about software and agility concepts. He joined the Croesus team as Vice President, Software Engineering. In this pivotal role, he oversees the Research and Development, Product and Quality Assurance teams. His extensive experience in the IT field at large financial institutions is a major asset in achieving his mission of digital innovation.

With over 13 years of experience in the financial services industry Lynette leads a team of Consulting Directors and Analysts that deliver customized portfolio design and construct consulting and portfolio analysis. In addition, Lynette and her team create investment solutions content and market commentary to help financial advisors have better investment conversations with their clients.

With more than eight years of experience in the insurance and Mutual Fund sector, Julien has gained in-depth knowledge of the financial landscape and the players in it. Since joining the Croesus Client Services team, he has been able to quickly help clients grasp its potential and how it can bring value to wealth professionals.

Sandra is a Director in Deloitte’s Regulatory Risk Advisory practice, co-leading the Wealth & Investment Management Sector. She has over 12 years of Industry Experience within Financial Services, specializing in technology-enabled Compliance Transformations. Sandra’s experience spans AML, Suitability/conduct, Trade Surveillance, GRC and Financial Crimes programs. She has been active in the RegTech community since 2017, participating in conferences globally, leading workshops for FI clients and evaluating new entrants.

As an instructional designer and educational technologist, André has been providing innovative blended learning solutions in a variety of sectors, including education, retail, insurance, wealth management, and financial software, for the past twenty-five years. Passionate about andragogy, he strives to transfer his perpetual desire to learn through engaging learning experiences. His objective: facilitate people’s daily work realities! André holds a bachelor’s degree in economics and a master’s degree in Educational technology from Concordia University.

As a Croesus subject matter expert, Anne combines her knowledge of finance and technology to guide clients through technology transitions. Based on her extensive experience in a portfolio management team of a brokerage firm, she understands the challenges faced by financial services professionals and provides them with best-of-breed solutions. She has a bachelor’s degree in Finance and has obtained the CFA designation.

Kendra is a Consulting Partner at Deloitte, leading their Wealth Transformation initiative and one of Canada’s Top 50 Women in FinTech in 2019. She has over 20 years of management consulting experience in the financial services industry, specializing in strategy for advice-led sales, with focus on large-scale transformation, post-merger integration, digital distribution, and customer strategy for banking, insurance and brokerage clients in North America. As a market leader in the wealth industry across North America, Kendra is focused on the future of advice for clients, helping leading Wealth management organizations transform.