Marinela has 20+ years as a compliance professional in financial services industry and energy trading industry. Key achievements include the development of the compliance policy governance program for HSBC Bank Canada and the national branch audit program for Raymond James.
Aly Damji is the Vice President of Wealth Management for HUB Capital and HUB Financial. He has been with HUB for the last 12 years and been in the financial services industry since 2000.
Blair Munn, IFDS, Senior Vice President, Dealer Relations & Knowledge Programs. Blair joined IFDS in 2002 and is also mentor to the Chair of IFDS’ iCare committee, responsible for coordinating all of IFDS’ charitable, green and social initiatives.
David Chapman is President of FundEX Investments Inc., a subsidiary of the iA Financial Group. FundEX Investments Inc. is a national mutual fund dealership helping Canadians meet their investments needs.
The founder of Sterling Mutuals Inc. in 1996, Nelson assisted in building one of the largest financial planning offices in the Windsor area.
Michael Kazmierowski is the Vice President, Dealer Operations for B2B Bank Dealer Services. He is responsible for the back office services to over 100 Dealers.
Mark Kent founded Portfolio Strategies Corporation in 1994, and Portfolio Strategies Securities Inc. April 2008. He has been active in numerous industry groups for many years, including the Fundserv Standards Steering Committee, and the Advocis Subcommittee on Investment.
Sandra Kegie is President of Kegie Consulting Corp., Executive Director of the Federation of Mutual Fund Dealers and former Executive Director of the Association of Canadian Compliance Professionals.
Participates in the IFIC Legal and Compliance Working Group, MFDA Regional Council and MFDA Policy Advisory Committee.
Matthew Latimer is a mutual fund, trust, and nominee specialist with over a decade of experience working with MFDA dealerships and financial planners across Canada.