November 28, 2019

from 7:30 AM to 3:00 PM

Delta Hotels

75 Lower Simcoe St.
Toronto, ON M5J 3A6


7:30 AM – 8:30 AM

Check-in and breakfast
Welcome address

8:30 AM – 9:15 AM

What’s in store for 2020 in the wealth management industry?

9:15 AM – 10:00 AM

Dive into compliance and embrace the trends

10:00 AM – 10:30 AM

Networking break

10:30 AM – 11:15 AM

Increase your efficiency with filtersAndré Poirier
Optimize prospect managementTerry Terrian
Build a better book using your dataJean-Philippe Doré

11:15 AM – 12:00 PM

Discover how to manage relationships and performanceAndré Poirier
Search criteria: Lists for all your needsTerry Terrian
Streamline your book using models and achieve greater efficiencyAnne Tardif

12:00 PM – 1:30 PM

Lunch and keynote speaker

1:30 PM – 3:00 PM

Explore advanced concepts from models to order managementAndré Poirier
Report management best practicesTerry Terrian
The winning reasons to use an agile approach for wealth professionalsGuillaume Girard


André Poirier

André Poirier

Senior Manager – Training, Croesus

Anne Tardif

Anne Tardif

Senior Advisor, Professional Services, Croesus

Guillaume Girard

Guillaume Girard

Vice President, Software Engineering, Croesus

Jean-Philippe Doré

Jean-Philippe Doré

Product Owner – Business Intelligence, Croesus

Terry Terrian

Terry Terrian

Training Advisor, Croesus


Join the Croesus Finnovation Conference and:

  • CreditsReceive IIROC continuing education credits
  • Croesus ExpertsAccess the expertise of Croesus specialists
  • Industry insightsDeepen your understanding of industry trends
  • TrainingAttend Croesus product trainings
  • Knowledge and skillsEnhance your knowledge and skills
  • NetworkingNetwork with peers from the wealth management industry


15% Discount


instead of $179
Promotional offer until August 30, 2019
15% Discount


instead of $299
Promotional offer until August 30, 2019

Clients Group Tickets

Group 5 to 9
Group 10+