Keynote Speakers
Hear from dynamic industry speakers including:
Speakers
Joseph Jordan | Behavioral Finance Expert, Author and Inspirational Speaker
Joseph Jordan is a recognized author and expert in behavioral finance, with his book 'Living a Life of Significance' reaching over 150,000 sales and featured by notable industry figures. He's been commended with the 2023 John Newton Russell Memorial Award, which is the insurance industry's highest honor.
With a background leading insurance sales and product development at companies like Paine Webber and MetLife, Joe also co-founded the Insured Retirement Institute and has been acknowledged by Irish America magazine and inducted into the Fordham Football Hall of Fame for his achievements and contributions.
Mark O’Farrell | President of the Canadian Institute of Certified Executor Advisors
Mark is CEO of the Canadian Institute of Certified Executor Advisors, current board Chair of the Certified Executor Advisor Network (CEAN), a member of Advocis (The Financial Advisors Association of Canada), the Society of Trust and Estate Practitioners (STEP), the Canadian Association of Gift Planners (CAGP), and a past member of the Conference for Advanced Life Underwriting (CALU).
He has been speaking about estate issues and the important role of executors for more than 30 years.
Mark reveals a revolutionary approach to estate transfer planning that flips the traditional process on its head. By engaging the right people at the right time, you can transform client conversations and achieve remarkable results. In just one hour, Mark will show you how to effortlessly attract new clients and assets, simplify consolidation, and present segregated funds and life insurance in a whole new light. This presentation will truly transform your client conversations going forward.
Gerard Cassidy | Co-Head of Global Financials, RBC Capital Markets
Gerard has been with RBC, and its predecessor companies, for 31 years providing investment research on the U.S. banking industry from our Portland, Maine office.
He is also President of the BancAnalysts Association of Boston and former Secretary of the Board of Directors of the New York Bank and Financial Analysts Association.
Gerard provides investment research on all major U.S. banks and the American banking industry to their clients.