16th Annual
Toronto
May 5, 2026
The Westin Harbour Castle
Harbour Ballroom, Convention Level
Vancouver
May 19, 2026
Sheraton Wall Centre
Pavilion Ballroom, 3rd Floor
About the ETF & Investment Forum 2026
These annual events promise to deliver timely and actionable ideas to help attendees navigate any market conditions.
With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, ETF & Investment Forum has something for everyone. Investing has changed, let ETF & Investment Forum 2025 be your opportunity to learn, network, gain experience and be visible.
Toronto, ON
The Westin Harbour Castle
Harbour Ballroom
1 Harbour Square, Toronto, ON M5J 1A6
When
Tuesday
May 5, 2026
Vancouver, BC
Sheraton Wall Centre
Pavilion Ballroom
1000 Burrard St, Vancouver, BC V6Z 2R9
When
Tuesday
May 19, 2026
Agenda
Tuesday, May 5, 2026 - Toronto
Tuesday, May 19, 2026 - Vancouver
Tuesday, May 5, 2026
Breakfast & Registration
Sponsored by
TD Asset Management Inc.
Opening Remarks
Justin Warren
President - Radius Financial Education
Moderators Remarks
Pat Bolland
Head of Advisor Partnerships - JustWealth
Straight Talk on Fixed Income ETFs: Identifying Risks, Uncovering Opportunities
Naoum Tabet
Fixed Income Investment Director - Capital Group Canada
Richard Beeson
Senior Vice President - Capital Group Canada
Networking Break
Sponsored by
Capital Group
Global Supercycles and Infrastructure Investing
Dennis Mitchell, MBA, CFA, CBV
Chief Executive Officer & Chief Investment Officer - Starlight Capital
Lunch
Sponsored by
Focal AI
Why Non-Traditional Fixed Income Has Never Been More Relevant
Sandy Liang, CFA
Head of Fixed Income, Lead Portfolio Manager - Purpose Investments
Commodities and Why They are an Essential Part of a Portfolio
Hussein Alladina, CFA
Managing Director, Head of Commodities - TD Asset Management
Networking Break
Sponsored by
Purpose Investments
Regulatory and Market Update
Raymond Chan, CPA, CFA
Senior Vice President, Investment Management Division - Ontario Securities Commission (OSC)
Investor Advocacy Panel
Moderator - Pat Bolland
Head of Advisor Partnerships - JustWealth
Pat Dunwoody
Financial Services Executive
Tuesday, May 19, 2026
Breakfast & Registration
Sponsored by
TD Asset Management Inc.
Opening Remarks
Justin Warren
President - Radius Financial Education
Moderators Remarks
Pat Bolland
Head of Advisor Partnerships - JustWealth
Commodities: Did You Miss It – Or Are You Still Early?
Jose Alancherry, CFA
Vice President, ETF Specialist – Western Canada, TD Asset Management Inc.
Straight Talk on Fixed Income ETFs: Identifying Risks, Uncovering Opportunities
Naoum Tabet
Fixed Income Investment Director - Capital Group Canada
Chris Lorenzin
Senior Vice President - Capital Group Canada
Lunch
Sponsored by
Capital Group
Total Cost Reporting: Turn cost clarity into client confidence
Colin Green, CIM
Director, Advisor Sales - BMO Global Asset Management
Networking Break
Sponsored by
Focal AI
Regulatory and Market Update
John Hinze
Director, Corporate Finance - British Columbia Securities Commission (BCSC)
Networking Reception
Sponsored by
Focal AI
Sponsors
If your organization would like to sponsor the ETF & Investment Forum 2026 in Toronto or Vancouver, please contact the team at Radius Financial Education at sponsorship@radiusfinancialeducation.com.
Event Venues
Event venue location info and gallery
The Westin Harbour Castle
Harbour Ballroom - Convention Level
1 Harbour Square, Toronto, ON M5J 1A6
Escape to this Toronto waterfront hotel, offering the perfect balance of premium amenities and a prime location. This downtown Toronto hotel is in the heart of the revitalized waterfront district, The Westin Harbour Castle offers direct access to many of Toronto's most noteworthy sites and attractions, including Rogers Centre, Scotiabank Arena, CN Tower and Exhibition Place.
Sheraton Wall Centre
Pavilion Ballroom - 3 rd Floor
1000 Burrard St, Vancouver, BC V6Z 2R9
Embrace the spirit of one of Canada's most exciting cities at Sheraton Vancouver Wall Centre. Our downtown hotel is nestled in the city centre and our North Tower is the iconic One Wall Centre, a landmark of downtown Vancouver's cityscape. Suited to business and leisure travel, our hotel is a short distance from attractions such as Stanley Park, English Bay, the seawall, Yaletown and Robson Street. Fuel your adventure with breakfasts at Cafe One, coffees at our on-site Starbucks® and evening drinks at Bar One. Those hosting events in downtown Vancouver, BC, choose from more than 55,000 square feet of striking indoor and outdoor space, including a 34th-floor venue with sweeping vistas and an outdoor patio. Refresh and renew in comfortable hotel rooms featuring free Wi-Fi, Sheraton Signature Sleep Experience beds and floor-to-ceiling windows with city and ocean views. Let our city centre hotel be your gateway to all things Vancouver.
Register
Complimentary Passes available for Financial Advisors/Planners until May 16th.