Justin Warren

President – Radius Financial Education

In his role, he oversees multiple sales and support teams across three CIFP subsidiaries, driving strategic growth and client engagement. Justin holds a Bachelor of Commerce from Ryerson University and is currently pursuing an MBA in Strategic Management at Niagara University, further enhancing his expertise in business strategy and development.

Pat Bolland

Head of Advisor Partnerships – JustWealth

With over 45 years in financial markets and media, Pat began on the floor of the Toronto Stock Exchange before spending decades as a business editor and host on major networks. Today, he is Head of Advisor Recruitment at Justwealth Financial.

Leslie Preston

Managing Director & Senior Economist – TD Bank Group

Leslie Preston has been with TD Economics since 2011 and has over twenty years of experience as an economist. In her role, she leads a team providing economic analysis and forecasts covering the U.S., Canadian, and global economies.

She regularly speaks on the economic outlook and provides commentary to the media.

She holds a Master of Arts in Economics from the University of Toronto and a bachelor’s degree in economics from Queen’s University.

Naoum Tabet

Fixed Income Investment Director – Capital Group Canada

Naoum Tabet is a Fixed Income Investment Director at Capital Group with 22 years of investment industry experience. Prior to joining Capital Group, he was a Managing Director at TD Asset Management.

He holds an MBA and a bachelor’s degree in finance with a minor in economics from Concordia University and is based in Montreal.

Richard Beeson

Senior Vice President – Capital Group Canada

Richard Beeson is a wholesaler at Capital Group covering Toronto and other regions in Canada. He has 37 years of investment industry experience and has been with Capital Group for 23 years.

He holds a bachelor’s degree in economics and history from Western University and the Certified Investment Management Analyst® designation.

Steven Miller

Chief Operating Officer – Focal AI

Dennis Mitchell, MBA, CFA, CBV

Chief Executive Officer & Chief Investment Officer – Starlight Capital

Dennis Mitchell joined Starlight Capital in 2018 as CEO and CIO and has over 25 years of investment industry experience. He previously held senior roles at Sprott Asset Management and Sentry Investments.

He has received multiple industry awards including the Brendan Wood TopGun Awards and the Harry Jerome President’s Award.

Sandy Liang, CFA

Head of Fixed Income, Lead Portfolio Manager – Purpose Investments

Sandy Liang has been a buy-side investor since 2008, following a 17-year career as a credit and equities analyst on the sell side in Toronto and New York. He was a seven-time member of Institutional Investor magazine’s All-America Fixed Income Research Team for his coverage of high-yield debt securities at Bear Stearns.

Under his leadership, the team managing the Purpose Credit Opportunities Fund won the Canadian Hedge Fund Award for credit-focused performance for four consecutive years (2018–2021). The Purpose Strategic Yield Fund has also earned top industry recognition, including a FundGrade A+ Award and a Morningstar 5-star rating.

With a career spanning four decades, Sandy has conducted due diligence on more than 1,000 management teams and navigated multiple market cycles, including the Global Financial Crisis and the COVID-19 pandemic.

He holds a B.A. in Economics from Western University, an MBA in Finance from McGill University, and is a CFA charterholder.

Hussein Alladina, CFA

Managing Director, Head of Commodities – TD Asset Management

Hussein Alladina leads commodity and inflation strategies within TD Asset Management’s Asset Allocation team.

Raymond Chan, CPA, CFA

Senior Vice President, Investment Management Division – Ontario Securities Commission

Raymond Chan leads regulatory engagement with investment fund managers and portfolio managers at the OSC.

Pat Dunwoody

Financial Services Executive

Pat Dunwoody is a client-focused executive with over 35 years of experience in the financial services industry and continues to serve on several advisory boards.