Change is Opportunity:
Thank you for joining us and for contributing to the conversations shared throughout the conference alongside our team, partners, and guests. We appreciate the time, perspectives, and engagement each attendee brought to the event.
As discussed throughout the conference, access to several of the opportunities and initiatives presented will require the submission of a Letter of Intent. If you are interested in participating, please complete the form below and a member of our team will follow up with you directly.
To ensure consideration, we ask that requests be submitted no later than Monday, June 8th, 2026.
Following this date, access requests for indexing opportunities will transition to direct inquiry through SIA Financial Technology.
Safe travels, and thank you again for being part of the discussion. We look forward to the opportunities this period of change may create in the years ahead.
FULL AGENDA
Conference Schedule
Day 1
8:00 AM ~ Breakfast & Arrival
SESSION DESCRIPTION
Conference check-in, breakfast service, and early networking.
9:00 AM ~ Opening Thesis: Prepare to Adapt
SESSION DESCRIPTION
A strategic introduction framing the technological, behavioural, and structural shifts reshaping the future of wealth management and financial advice.
View Presentation Slides
SPEAKER
Jeremy Fehr
Founder & CEO
SIA Wealth Management
9:30 AM ~ Leadership Keynote
SESSION DESCRIPTION
What separates leadership from reaction when pressure builds? Mike Shildt explores the role of communication, conviction, accountability, and adaptability in high-performance environments, offering lessons from professional sport that extend far beyond the field and into leadership, business, and decision-making.
View Presentation Slides
SPEAKER
Mike Shildt
Upper-Level Coordinator of Instruction.
Baltimore Orioles
10:30 AM ~ Break
SESSION DESCRIPTION
Stretch your legs, grab a coffee, and reconnect before the next session.
10:45 AM ~ The Future of Product and Industry
SESSION DESCRIPTION
As the advisory business continues to evolve, institutions and portfolio technology providers are being challenged to rethink how products are delivered, implemented, and supported. This fireside discussion explores scalability, operational efficiency, and the changing expectations advisors are placing on their institutional partners.
Bringing together perspectives from institutional leadership, portfolio implementation, and advisor workflow innovation, the conversation will examine how modern product structures and implementation tools are adapting to support today’s advisory practices. The session is designed to remain practical, collaborative, and forward-looking, focused on the operational realities shaping the future of the industry.
View Presentation Slides
SPEAKER
Kevin Prins
Managing Director, Head of Advisor Sales and Digital Distribution
BMO Global Asset Management
Jimmy Xu, CFA
Head, Liquid Alternatives and Non linear ETFs
BMO Global Asset Management
Jeremy Fehr
Founder & CEO
SIA Wealth Management
11:45 AM ~ Lunch
SESSION DESCRIPTION
Networking lunch for attendees, speakers, and partners.
1:00 PM ~ Beyond the AI Hype: Why Implementation, Infrastructure, and Adaptation will Define the Winners
SESSION DESCRIPTION
Artificial intelligence is rapidly reshaping the conversation across financial services, but the long-term advantage may not come from access to AI alone. Increasingly, the differentiator appears to be implementation, operational infrastructure, workflow integration, and the ability to adapt technology into real-world decision-making environments.
In this fireside conversation, Tatiana Collins joins Paul Kornfeld and Jeremy Fehr to explore the operational realities surrounding AI adoption, including scalability, governance, monitoring systems, and the growing importance of disciplined implementation. The discussion is designed to move beyond headlines and hype cycles, focusing instead on how firms may combine technology, operational maturity, and human expertise to navigate the next phase of industry evolution.
View Presentation Slides
SPEAKER
Tatiana Collins
CEO
Ingenie
Paul Kornfeld, CFA
Director of Technology Services and and Portfolio Manager
SIA Wealth Management
Jeremy Fehr
Founder & CEO
SIA Wealth Management
2:00 PM ~ Break
SESSION DESCRIPTION
Stretch your legs, grab a coffee, and reconnect before the next session.
2:15 ~ When Capital Moves: The Advisor's Role in a Borderless Client World
SESSION DESCRIPTION
As clients become increasingly mobile in how they live, structure wealth, and plan for future generations, advisors are being challenged to navigate a far more interconnected world. This panel explores how global structuring, succession planning, international optionality, and cross-border relationships are reshaping the role of the modern advisor.
Bringing together perspectives from wealth management, legal structuring, and global infrastructure, the discussion focuses on how advisors may remain central to increasingly complex client relationships while adapting to changing expectations around continuity, governance, and long-term planning. The conversation is designed to remain elevated, forward-looking, and solution-oriented, focused less on jurisdictional promotion and more on the realities of advising globally connected clients.
View Presentation Slides
SPEAKER
Jennifer McCarthy
Head of Operations & Client Services
TechCayman
David H. Schow
Family Office and Private Client Group Lead
Francis Grey Law
Jeremy Fehr
Founder & CEO
SIA Wealth Management
3:15 PM ~ Day 1 Close
SESSION DESCRIPTION
A brief closing discussion and final opportunity for questions for today’s speakers before attendees transition into the evening reception and continued networking discussions.
SPEAKER
Jason Leesui
Director, Wealth Services
SIA Wealth Management
4:00 PM ~ Cocktail Reception
SESSION DESCRIPTION
Join fellow advisors, speakers, and industry leaders for an evening of conversation, networking, and continued discussion following the conclusion of Day 1. The reception is intended to provide an informal setting to connect with peers, exchange ideas, and continue exploring many of the themes and relationships introduced throughout the conference.
If you have not yet RSVP’d for the reception and would like to attend, please see Natalie or Dahlia to arrange participation.
Day 2
8:00 AM ~ Breakfast
SESSION DESCRIPTION
Breakfast service, and early networking.
9:00 AM ~ Opening Remarks: Change is Opportunity
SESSION DESCRIPTION
Jeremy Fehr opens Day 2 with a brief presentation focused on empowerment, adaptation, and the evolving opportunities available to advisors within a changing industry landscape.
SPEAKER
Jeremy Fehr
Founder & CEO
SIA Wealth Management
9:15 AM ~ Total Cost Reporting: Turn cost clarity into client confidence
SESSION DESCRIPTION
As the industry prepares for the implementation of Total Cost Reporting under CRM3, advisors are entering a new era of transparency, client communication, and value articulation. This session explores the practical realities surrounding CRM3, including cost reporting, portfolio construction, advisor preparedness, and the growing importance of clearly communicating value in an increasingly cost-aware environment.
Led by Esther Choi of BMO Global Asset Management, the presentation focuses on how advisors and their teams may use transparency, education, and operational preparation to strengthen client trust while positioning portfolios more intentionally for the years ahead.
View Presentation Slides
SPEAKER
Esther Choi
ETF Consultant, Central and Eastern Canada
BMO Global Asset Management
10:00 AM ~ Technology and the Evolution of Advisor Workflow: A KYP Case Study
SESSION DESCRIPTION
As CRM2, CRM3, and KYP requirements continue to increase operational demands across the industry, advisors are being challenged to balance compliance, documentation, and client service simultaneously. This case study explores how technology and workflow automation may help advisors improve efficiency, simplify operational processes, and create more time for client relationships.
The session focuses on the practical realities of advisor workflow, operational collaboration, and the role thoughtful technology may play in helping advisors navigate an increasingly complex regulatory environment.
View Presentation Slides
SPEAKER
Dylan Brigley, PM, CIM
Discretionary Portfolio Manager
SIA Private Wealth
Paul Kornfeld, CFA
Director of Technology Services and and Portfolio Manager
SIA Wealth Management
10:30 AM ~ Break
SESSION DESCRIPTION
Stretch your legs, grab a coffee, and reconnect before the next session.
10:45 AM ~ Introducing SIA Financial Technology: The Architecture Behind Modern Advice
SESSION DESCRIPTION
As operational complexity, customization demands, and compliance expectations continue to increase, advisors are being challenged to deliver more while protecting the value of the client relationship. This session introduces SIA Financial Technology and the Index Marketplace, exploring how workflow automation, strategic indexing, monitoring systems, and implementation infrastructure may help advisors operate more efficiently while reinforcing the role of human advice in a rapidly changing industry environment.
View Presentation Slides
SPEAKER
Paul Kornfeld, CFA
Director of Technology Services and and Portfolio Manager
SIA Wealth Management
Jason Leesui
Director, Wealth Services
SIA Wealth Management
11:45 AM ~ Lunch
SESSION DESCRIPTION
Networking lunch for attendees, speakers, and partners.
1:00 PM ~ Custom Indexing in Practice: From Self-Directed to Structured Partnerships
SESSION DESCRIPTION
As the realities of the advisory business continue to evolve, advisors are being challenged to scale relationships, navigate operational complexity, and adapt to rising client expectations without losing the human element at the centre of advice. This panel explores how technology, structured investment processes, and strategic partnerships may help advisors create more efficient, scalable, and resilient practices.
Through practical discussion and real-world experience, the conversation focuses on how automation, workflow infrastructure, and custom indexing may reinforce the value of the advisor by creating more time for client relationships, communication, and long-term planning.
SPEAKER
Blair Mott
Senior Wealth Advisor & Portfolio Manager
Mott Liokossis Wealth Management Group, National Bank Financial Wealth Management
Tony Liokossis
Senior Wealth Advisor & Portfolio Manager
Mott Liokossis Wealth Management Group, National Bank Financial Wealth Management
Tyson Amies CIM, FMA, FCSI
Senior Investment Advisor & Portfolio Manager
BMO Nesbitt Burns
Jason Leesui
Director, Wealth Services
SIA Wealth Management
1:45 ~ Closing Presentation: Adapt. Align. Lead.
SESSION DESCRIPTION
To conclude the conference, Jeremy Fehr brings together the core themes explored throughout the past two days, including adaptation, operational scale, advisor empowerment, and the growing opportunity emerging from the convergence of technology, infrastructure, and human expertise within wealth management.
The presentation explores how Strategic Index Relationships, workflow automation, custom indexing, and operational infrastructure may help advisors scale more intentionally, deepen client relationships, and participate in the next evolution of the advisory business. The session is designed to leave attendees with a forward-looking perspective on opportunity, alignment, and what the future of advisor-led wealth management will look like in practice with SIA Financial Technology.
View Presentation Slides
SPEAKER
Jeremy Fehr
Founder & CEO
SIA Wealth Management
2:30 PM ~ Closing Networking Break
SESSION DESCRIPTION
Before the conference concludes, attendees are invited to enjoy a final opportunity for coffee, refreshments, and informal networking. This closing break is intended to provide time to reconnect with fellow advisors, speakers, and industry partners while reflecting on the ideas, discussions, and opportunities explored throughout the conference, and to take action alongside SIA.
4:00 PM ~ Looking Ahead
CHANGE IS OPPORTUNITY
Thank you for joining us and for participating in the conversations shared throughout the conference alongside our team, partners, and guests. We appreciate the time, perspectives, and engagement each attendee brought to the event.
Safe travels, and we look forward to the opportunities this period of change may create in the years ahead.
MEET OUR SPEAKERS
Conference Speakers
Jeremy Fehr
Founder & CEO
SIA Wealth Management
View Biography
Jeremy Fehr is a distinguished financial strategist, visionary entrepreneur, and thought leader in the wealth management industry. With nearly three decades of experience, Jeremy has revolutionized the way financial professionals and investors approach portfolio management and risk analysis. As the Founder and Chief Executive Officer of both FundCharts Inc. and SIA Wealth Management Inc., he has consistently innovated technology and investment strategies designed to optimize both efficiency and performance.
Jason Leesui
Director, Wealth Services
SIA Wealth Management
View Biography
Jason Leesui is executive director of wealth at SIA Wealth Management, bringing nearly 20 years of experience working with investment advisors across Canada. During his career, he has partnered with more than 500 advisors across major channels, including MFDA, IIROC, and portfolio managers. His background includes senior roles at both an investment dealer and a mutual fund company, giving him broad insight into advisor operations, portfolio construction, and client relationship management. At SIA Wealth Management, Leesui focuses on strengthening advisor and institutional relationships, ensuring the firm’s solutions align with real-world business needs while supporting evolving industry demands and long-term client outcomes.
Paul Kornfeld, CFA
Director of Technology Services and Portfolio Manager
SIA Wealth Management
View Biography
Paul Kornfeld is director of technology services at SIA Wealth Management, where he oversees product development, client experience, and operational execution across the firm’s technology platform. A graduate of Stanford University in management science and engineering, he began his career developing revenue-focused initiatives within the Stanford Athletic Department. Since joining SIA, Kornfeld has contributed to product development, onboarding, marketing strategy, and support infrastructure, helping shape the firm’s growth and technology offering. Today, he leads the integration of sales, operations, and development, focusing on building scalable systems that transform complex investment intelligence into practical tools for advisors and institutional partners.
Mike Shildt
Upper-Level Coordinator of Instruction.
Baltimore Orioles
View Biography
Mike Shildt is a longtime Major League Baseball coach and executive known for his leadership, player development, and disciplined approach to team culture. He previously managed the St. Louis Cardinals and the San Diego Padres, earning National League Manager of the Year honours in 2019 after leading St. Louis to a division title. Widely respected throughout baseball, Shildt is recognized for blending traditional baseball fundamentals with modern analytics and communication-driven leadership. He currently serves in a player development and instructional role with the Baltimore Orioles organization.
Kevin Prins
Managing Director, Head of Advisor Sales and Digital Distribution
BMO Global Asset Management
View Biography
With more than 25 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including ETF focused courses and Managed Accounts chapter of the CSC. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. This interaction builds on his institutional background in Managed Account platforms. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.
Jimmy Xu, CFA
Head, Liquid Alternatives and Non linear ETFs
BMO Global Asset Management
View Biography
Jimmy joined BMO Global Asset Management as Head of Liquid Alts in September 2023 with responsibility for building and managing liquid alternatives investment solutions. Previously, he was a Portfolio Manager at another large Canadian bank-owned asset management firm, where he managed global multi-asset portfolios and cross-asset derivative strategies. Jimmy holds a Bachelor of Applied Sciences in Systems Design Engineering from University of Waterloo. He is a CFA charterholder and a Commodity Trading Manager.
Tatiana Collins
CEO
Ingenie
View Biography
Tatiana Collins is CEO of Ingenie, an investment intelligence solutions business for private markets, with twenty years of growth strategy and operations at the leading wealth, asset management and sovereign wealth funds, including HSBC, Citi, DBS and Monex Asset Management in Europe and Asia Pacific. She collaborated with Imperial College London on research in the applications of AI in digital advisory, and with University College London on AI model efficiency in financial infrastructure. Her current focus is on how emerging technologies are reshaping portfolio management and investment decision-making as firms navigate agentic AI adoption.
Jennifer McCarthy
Head of Operations & Client Services
TechCayman
View Biography
Originally from Canada and now based in the Cayman Islands for more than 20 years, Jennifer McCarthy is the Head of Operations & Client Services at TechCayman, where she has been part of the organisation since inception, supporting the relocation and growth of global technology and IP companies establishing in the jurisdiction. Jennifer’s background spans operations, high touch client services, economic development, and stakeholder engagement, including previous leadership roles with Cayman HospiceCare and Health City Cayman Islands. At TechCayman, she works closely with tech and IP founders, investors, family offices, and ultra-high net worth individuals navigating relocation, immigration, and operational expansion, while helping foster meaningful connections within Cayman’s growing innovation ecosystem. Jennifer is also a founding supporter of Code(Cayman), reflecting her ongoing commitment to technology education, entrepreneurship, and sustainable industry growth within the Cayman Islands.
David H. Schow
Family Office and Private Client Group Lead
Francis Grey Law
View Biography
David leads the Family Office and Private Client Group of FrancisGrey, David’s practice spans the structuring, establishment, management and continued oversight of Cayman Islands family offices established by the firm and their related complex multi-jurisdictional needs. In addition to running the firm’s Multi-Family Office business , David regularly advises and identifies relevant legal issues involving all aspects of the Family Office and multi-jurisdictional private client experience, including but not limited to trusts, foundations, corporations, corporate governance, international taxation, private placement life insurance, regulatory (traditional finance and digital asset), and business succession. As David’s family office and other clients often have matters which require supervision by Cayman Islands regulatory agencies, David regularly advises, resolves disputes, and presents registration and licence applications on behalf of his clients to the Cayman Islands regulators. David studied law at Dalhousie University in Canada (JD) and did post graduate studies in US Tax at Boston University (LLM (Tax)).
Esther Choi
ETF Consultant, Central and Eastern Canada
BMO Global Asset Management
View Biography
Esther is a seasoned sales professional and has been with BMO for over seven years. She has worked at various fund and insurance companies during her career, selling mutual funds, segregated funds, closed-end issues, PPNs, flowthroughs and ETFs. She is passionate about the investment industry and maintaining solid relationships with her clients. Esther has completed many investment industry courses and certifications, including CFA Level II. In her spare time, she’s either traveling, climbing mountains (Mount Kilimanjaro), ocean diving (Great Barrier Reef) or staying fit by racing in triathlons. She loves a challenge.
Dylan Brigley, PM, CIM
Discretionary Portfolio Manager
SIA Private Wealth
View Biography
Dylan Brigley is a Portfolio Manager at SIA Private Wealth with a focus on disciplined, data-driven portfolio management and advisor workflow integration. Based in Calgary, Dylan began his career within the investment division of a major Canadian bank before transitioning to one of North America’s largest independent financial services firms, experiences that helped shape his practical and process-oriented approach to wealth management.
Blair Mott
Senior Wealth Advisor & Portfolio Manager
Mott Liokossis Wealth Management Group, National Bank Financial Wealth Management
View Biography
Blair is a Discretionary Portfolio Manager & Life Insurance Advisor. Starting as a Wealth Advisor in 2000, Blair gained what seemed like a lifetime of experience navigating through market turmoil while building his practice. Coming from the food industry as a commodity buyer/trader, he brought his knowledge in international markets, foreign exchange, and risk management to his practice.
In his spare time Blair likes to work on his barn and is an accomplished diver and marksman.
Tony Liokossis
Senior Wealth Advisor & Portfolio Manager
Mott Liokossis Wealth Management Group, National Bank Financial Wealth Management
View Biography
Tony began his career as an wealth advisor in 1993 after completing a Degree in Economics at the University of Western Ontario. He is licensed as both a Discretionary Portfolio Manager and a Life Insurance Advisor.
Married to Sandra with two children Stefano and Daniela, Tony has a biological intolerance for cheap wine, crappy cars and all-inclusive vacations and considers himself lucky to be associated with SIA which allows him to avoid these allergens.
Tyson Amies, CIM, FMA, FCSI
Senior Investment Advisor & Portfolio Manager
BMO Nesbitt Burns
View Biography
Tyson is a Senior Wealth Advisor and Portfolio Manager with BMO Nesbitt Burns and has been a trusted advisor in the investment industry since 1994, joining BMO Nesbitt Burns in 1997.
A graduate of the Business Administration Diploma Program at Okanagan University College, Tyson has earned several respected industry designations, including Financial Management Advisor (FMA), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®)—a distinction that reflects his strong commitment to education, ethics, and experience in the securities industry.
Tyson has always had a passion for the investment industry—he truly lives and breathes what he does. His dedication to his clients is unwavering, and he is known for his strong beliefs and willingness to engage in a good debate, all with the goal of achieving the best outcomes for those he advises.
Outside of the office, Tyson is a proud family man. He and his wife, Lisa, have three children—Carson, Hunter, and Mikaela—who keep life busy and full. Whether he’s hunting, fishing, enjoying a good bottle of wine or rum, or playing games with his family, Tyson values his time outdoors and at home.
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EVENT INFORMATION
WI-FI
The Pearle Hotel: Open Network
No Password Required
VENUE
The Pearle Hotel
3 Elizabeth St,
Burlington ON L7R 0G3
(905) 340-0590
MEALS
Breakfast: 8:00 AM
Lunch 11:45 AM
Refreshments throughout