Panel Discussion - Advances in Wealth Management Technology
Speaker:
Dan Rosen, d1g1t Inc.; Ken Lotocki, Conquest Planning Inc.; Jason Pereira, Woodgate Financial Inc. & The Fintech Impact Podcast; Pauline M. Shum Nolan, WealthScope & York University
Date and Time:
Tuesday, May 30, 2023 - 3:45pm to 4:45pm
Location:
Fields Institute, Stewart Library
Abstract:
Moderator:
- Dan Rosen, CEO of d1g1t Inc.
Panelists:
- Ken Lotocki, Chief Product Officer at Conquest Planning Inc.
- Ken graduated from the University of Manitoba with an Honours Bachelor of Commerce and has more than 15 years experience in Product Management & Business Analysis with over a decade spent in the financial services technology space. He was last with Cambrian Credit Union where he led the technology strategy. Prior to Cambrian, Ken was the Product Director at Advicent where he led product strategy for NaviPlan in both the Canadian & US markets. Ken has a keen, recognized ability to model complicated financial concepts within software, and is responsible for the product direction of the Conquest Planning applications.
- Jason Pereira, Senior Partner & Financial Planner, Woodgate Financial Inc. and Host of "The Fintech Impact Podcast"
- Pauline M. Shum Nolan, Founder of WealthScope and Professor of Finance at York University