Dr. Preet Banerjee

AI and the Art of Racing: Steering Through the Future of Financial Services

Dr. Preet Banerjee, neuroscientist-turned-race car driver-turned-finance expert, brings a unique perspective to AI’s impact on financial services. With a doctorate focused on the value of financial advice, he draws parallels between racing’s precision and strategy and navigating AI-driven markets.

His keynote helps financial professionals blend AI tools with irreplaceable human insight — equipping advisors to stay ahead in an evolving industry landscape.

Amber Kanwar

In the Money with Amber Kanwar

A staple on BNN Bloomberg for 15 years, Amber Kanwar is one of the country’s leading and most recognized figures in financial news. She brings audiences up to speed on the trends reshaping markets, the economy, and business.

Drawing on hundreds of interviews with portfolio managers, CEOs, and central bankers, Amber tailors each presentation to her audience’s industry, unpacking both immediate and long-term implications.

John Warrilow

Shadow AUM: The Trillion-Dollar Blind Spot in Wealth Management

John Warrillow has spent over 20 years studying business value, working with 90,000+ owners through his Value Builder System™. In this session, he introduces wealth advisors to “Shadow AUM”, the illiquid wealth tied up in clients’ privately held businesses, often dwarfing assets already under management.

Drawing on his research, John shows how to identify this opportunity, quantify clients’ exit timelines, and position firms to capture proceeds when owners sell.

Morgan Housel

The Messy World of Risk

An award-winning expert on behavioural finance, Morgan Housel helps advisors understand the real nature of risk — not market swings, but clients’ own biases and behaviours.

Drawing on stories of investors and executives who misread risk with costly results, he equips advisors with tools to identify these patterns and guide clients toward better decisions, helping them stay the course even when markets get rocky.

David Chilton

The Common Sense Guide to Successful Financial Planning

The wildly popular author of The Wealthy Barber — one of Canada’s bestselling books, with over two million copies sold — David Chilton has spent decades making financial planning accessible.

Known from CBC’s Dragons’ Den and praised as “charming, unpretentious, and funny,” he uses humour and storytelling to strip the intimidation out of money management, focusing on the common-sense fundamentals that actually work.

Pattie Lovett-Reid

Making Markets Make Sense

One of Canada’s most trusted financial voices, Pattie Lovett-Reid translates complex economic data — inflation, interest rates, market trends — into practical, plain-language insights for everyday Canadians.

The former Chief Financial Commentator for CTV, she shows audiences how global headlines affect household budgets and long-term financial decisions, proving that understanding the economy is empowering, not intimidating.

Melissa Leong

Happy Go Money

Melissa Leong, resident money expert on CTV’s The Social and bestselling author of Happy Go Money, explores the connection between money, happiness, and everyday decisions, blending behavioural science with her own real-life wins and struggles.

With her signature blend of candour and humour, she shares shame-free strategies to build wealth with confidence and reduce financial anxiety, helping audiences rethink their relationship with money.

Bruce Sellery

Finding your Financial Footing: The 4 Steps You Need to Take to Get a Handle on Your Moolala

With a deep understanding of personal finance — including the mechanics and the emotional dynamic of it — business journalist Bruce Sellery helps audiences get a handle on their money with practical, non-judgmental advice.

From tackling debt to putting a cash surplus to work, he provides insight, ideas, and inspiration, helping audience gain clarity on their financial priorities and the confidence to talk about their money.