The 3rd Annual ETF Conference

Canada’s Premier Educational Forum for Advisors on Exchange Traded Funds

Thursday, May 5th, 2016

Mississauga Convention Centre

Conference PDF Brochure:


Conference Registration:
To register as a delegate to this conference, click here to launch the online registration page.

Presented by: Mindpath Conferences

Supported by: The Canadian ETF Association

About the conference

The ETF Conference is a one day educational event for investment advisors and brokers as well as MFDA advisors looking to utilize to ETFs in their client portfolios.

The program is highly educational and features leading North American and International ETF industry thought-leaders, consultants, ETF product providers as well as leading index firms.

This is a ‘must-attend’ conference for advisors looking to learn more about ETFs in advance of CRM 2 rules implementation on July 1, 2016.

The first two years of this conference were sell-outs !

Mainstage presentations will feature in-depth, comprehensive education on ETFs. There will be no product pitches from the stage. Advisors will be able to obtain product-related information from sponsors’ exhibit booths.

CE Credits
Up to 6.0 IIROC and CFP CE Credits available.

Conference Sponsors


PowerShares Logo


Exclusive Media Partner

Conference Speakers

Yves Rebetez
Managing Director & Editor


Pat Dunwoody
Executive Director

Eric Balchunas
Senior ETF Analyst & Funds Product Specialist

Craig Lazzara
Global Head of Index Strategy

Dani Lipkin
Head, Business Development –
ETFs, CEFs, and Structured Notes

Jaime Purvis
Executive Vice President

Michael Cooke
Senior Vice President
Exchange Traded Funds

Scott Boniferro
Vice President, Global
Investment Strategies

John Youn
Executive Managing Director
Questrade Wealth Management

Susan Silma
Co-Founder & Partner

Naomi Solomon
Managing Director

James Loewen
National Director, Investment Management & Funds Practice

Joseph Micallef
Partner Financial Services Tax,
Canadian Wealth & Asset Management Tax Leader

Alexander Daschko
Chief Compliance Officer

Compliance Instructor

Neil Marsh
Vice President, ETF Distribution
Exchange Traded Funds

Welcome to Mindpath!

A Leading Educational Conference Company for the Financial Services Industry

Mindpath is an educational conference company for the Financial Services sector and run by financial industry professionals. The principals of Mindpath bring over fifty years experience in financial services to the company at the advisory level, in institutional investments and in financial industry professional development and education. Our goal is to facilitate the learning process in thought-provoking ways by utilizing ‘outside-the-box’ thinking and ‘non-traditional’ information delivery methods.

Mindpath conferences deliver timely, relevant and practical information to senior managers in both the financial services industry (including financial advisors, planners & investment advisors) and the institutional investment community (including plan sponsors, pension fund managers, insurance industry investment managers and pension fund consultants).

Through its conferences and forums, Mindpath strives to educate at multiple levels of learning and understanding. Mindpath’s overriding objective is to assist its attendees to carry out their job-functions more effectively by delivering the latest industry information and developments in stimulating, informative and unique ways.

Learn more about what we do

Discussion Panel at 6th Annual Doing Well by
Doing Good Advisor Conference, June 13, 2013