Virtual

Open finance and wealth management: Impact and opportunities webinar

Mon, Mar 24, 2025

Monday March 24, 2025 2:00 PM – 3:00 PM (EDT)

Join us to learn what consumer-driven banking is and how it will work in Canada.

This event will include an educational overview of open banking fundamentals, exploring its implementation in Canada and potential applications within the wealth management sector.

In the second half, our panelists—including representatives from CIRO and the CSA—will discuss their respective consultations on consumer-driven banking and data portability. To round out the discussion, industry experts will share insights on the importance of open finance for advisors and the opportunities it presents for enhancing financial and investment planning.

Don’t miss this opportunity to gain valuable insights into the future of banking and finance in Canada!

Speakers:

  • Drew Brown, Vice President, Head of Wealth Management Consulting, CGI
  • Sandeep Achar, Director Strategy, Emerging Businesses, Bank of Montreal
  • David Hooper, Vice President, Head of Payments and Open Banking Consulting, CGI
  • Karen McGuinness, Senior Vice-President, Finance, Investor and Member Relations, CIRO
  • Zach Masum, Manager, Legal Services, BCSC

Moderator:

  • Aidan Coulter, Director, Member Relations, IFIC

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