Past Attendees


Abria Alternative Investments
Acker Finley Inc.
Acorn Global Investments Inc.
Actiance, Inc.
Acuity Investment Management
AGF Private Investment Management
AIM Funds Management
Altamira Financial Services Limited
AmSouth Bank of Alabama
Annucan Insurance Agencies
AON Reed Stenhouse
Ariad Custom Publishing
Assante Group of Companies
Associated Financial Planners Limited
Assurant Solutions
ATB Investment Mangement
Atlas Capital


B.M.O. Harris Private Banking
Bank of America
Bank of Montreal Investorline
Banwell Financial Inc.
Bauman McKay
Bay Street
BBVA Compass
BC Partners in Planning Ltd.
BCI Bank
Benedetti & Associates
Berkshire Investement Group Inc.
BlackPearl, Inc.
BLC Edmond de Rothschild
BlueRush Digital Media Corp.
BluMont Capital
Blundell & Associates
BMO Private Banking
Bonham & Company Inc.
BPI Mutual Funds
Brandes Investment Partners & Co.
Broadridge Financial
Brunswick Funds Group Ltd.
Buik Investment Management Ltd.
Burgeonvest Securities Limited
Burgundy Asset Management Ltd.
Bush Associates Ltd.
Business Development Bank of Canada


C. F. G. Heward Investment Management Ltd.
C.A. Delaney Capital Managemenet Ltd.
C.H. Dean & Associates
C.M. Oliver
C.S.I.O. (Centre for Study of Insurance Operations)
Caldwell Investment Managment
Caldwell Securities Ltd
Cambridge Trust Company
Canaccord Capital Corporation
Canccord Capital
Canso Investment Counsel Ltd.
Capital One Canada
Caplan Laroche
Cardinal Capital Management
Cartier Partners Financial Group
Casale Media Inc.
Castle Financial Group
Catalano Lellos & Silverstein (CL&S)
Catalyst Strategies Inc.
Charitable Gift Funds Canada Foundation
Chubb Insurance Company of Canada
CI Investments
CIBC Trust
Clarica Life Insurance Company
Clearsight Wealth Management
CMG World Source
Code Hunter Wittman, Barristers & Solicitors
Cogent Research
Comox Valley Credit Union
Compact Disclosure
Compas Financial Planning Services Ltd.
Complete Financial Planning
Connor, Clark & Lunn Financial Group
Consumer Intelligence Group
Cosburn Griffiths
Covington Capital Corporation
Creative Marketing
Credential Asset Management/Niagara Credit Union
Crown Life
Ct Private Investment
Cumberland – Municipal Office


D+H Limited Partnership
Deacon Capital Corporation
Deboski, Cambell & Associates
Dennis Graves Financial Services
Denver Investment Advisors
DFS Consultants
DIRECT Marketing Association of Canada
Distributech Inc.
DJC Research
Dorchester Investment Management
DPM Financial Planning Group
DPM Securities
Duncan Ross Associates
Dundee Securities
Dynamic Mutual Funds


E-Media Resource Group
Edward D. Jones & Co.
Edward Jones
Equifax Canada
Equinox Investor Services
Equion Group
Equion Securities Canada Limited
Ernst & Young
Evans Investment Counsel
Excel Funds
Experian Marketing Services


Family Investment Planning Inc.
Farm Credit Canada
Farmers Insurance
Fédération des caisses
Fenlon Financial Inc.
Fidelity Investments Canada Limited
Fiduciary Trust
Fiducie Desjardins
Financial Analysts Insurance Consultants of Canada
Financial Strategies Group
Finantix Americas
Finanza & Futuro Banca / Deutsche Bank
First Asset Advisory Services
First Bermuda Securities Limited
First Capital Financial Inc.
First Capital Insurance Inc.
First Horizon Bank
FMC Software Consulting Inc.
FMS Group Inc.
Fortune Financial Corporation
Foyston, Gordon & Payne Inc.
Franklin Templeton Investments
Freedom 55 Financial
Front Street Capital
Fuller Landau
FundEX Investments Inc.
Future Focus


G.G.G. Financial Services
Gable & Company Inc.
Galileo Equity Management
GBC Asset Management Inc.
General Trust Of Canada
Genus Capital Management Inc.
GFI Investment Counsel
Glenn Ardith-Frazer
Global Payments
Gluskin Scheff + Associates Inc.
GM Financial Group
Goldmand Sachs
Goodman & Carr LLP
GP Capital Management
Great-West Life / London Life / Canada Life
Greenline Investors Services
Groupe Guimond Boucher
Guardian Capital Advisors
Guardian Life Insurance Company of America
Guggenheim Partners
Guidestone Financial Resources


H2 Central
Harrington Lane Inc.
Harvey Kalles
HB Financial Services
Headspring Consulting Inc.
Hein & Company Chartered Accountants
Hesperian Capital Management Ltd.
HighStreet Asset Management
HK Financial Services
HNW, Inc.
Home Trust Company
Hong Kong Bank Of Canada
Horizon Cash Management L.L.C.
Horizons Exchange Traded Funds
Howson Tattersall Private Asset Management Inc.
HSBC Asset Management Canada Ltd.
Hunter & Partners Inc.


IFDS – International Financial
Imagine – Financial Guide for Life
Imperial Life Financial
In Strength Consulting
Industrial Alliance
Infinity Investment Counsel
Informco Inc.
Institute of Canadian Bankers
Insurance Life
Integra Capital Financial Corporation
Invesco Canada
Investment Centre Financial Corp
Investment Planning Counsel of Canada
Investor Economics Inc.
Investorfocus Inc.
Investors Bank
IPC Securities Corp
IQON Financial Inc.
Irene Bailey Insurance Agency


J & H Marsh & McLennan
J.C.Clark Ltd.
James Financial Group
JM Charter Securities
Jones Heward Investment Management
JP Morgan Chase


KBSH Capital Management Inc.
Kenmar Securities
Kirkham & Jack Insurance
KPMG Investment Advisors Inc.


La Capitale Financial Group
Laketon Investment Management
Laurentian Bank Securities
Le Group Option Retraite Inc.
Leaders Financial Group Inc.
Legacy Group
Leith Wheeler Investment Counsel
Levesque Beaubien Geoffrion Inc.
Levesques Securities Inc.
Lincluden Management Ltd.
Lincoln Financial Group
Linkgate Capital Corp.
London Life Management
Loring Ward Investment Counsel
Louisbourg Investments
Lucidia Ltd.


M & T Bank, Canadian Branch
M2 Universal
Mac Dickson & Associates
MacDougall, MacDougall & MacTier
Mackenzie Financial Corporation
Malic Money Management
Man Investments Inc.
Manulife Bank
Maritime Life
Marketing Solutions / Think Company Inc.
Marketing Wealth Magaizne
Marlo Financial Group
Mawer Investment Management
May Barnes and Associates
Mayberry Investments Limited
MBNA Canada Bank
McColl Financial Services Inc.
McDermid St. Lawrence Securities
McLean Partners
MD Management Ltd.
Member Care Financial Services
Mentor Investment Group
Merrill Lynch Canada Inc.
Metropolitan Life Insurance Company
Midland Walwyn
Ministry Of Finance
MMI Group Inc.
Moneris Solutions
Money Concepts Canada
Moneystrat Securities Inc.
Montrusco Bolton Inc.
Morgan Meighen & Associates Limited
Morgan Trust Company Of Canada
Mulvihill Wealth Management


National Bank Financial Group
National Bank of Canada
National City Private Client Group
National Post
National Trust Company
Navigator Funds
NCE Resources Group
NEI Investments
Nesbitt Burns Inc.
Networth Asset Management Inc.
New York Life
Newport Partners Inc.
Nexus Investment Management Inc.
Nisker Associates Inc.
NN Financial
Norshield Business Services
Norshield Fund Management
Northern Trust
Northwood Stephens Private Counsel Inc.
Nuttall & Associates, Inc.


Odium Brown Limited
Olympian Financial Inc.
One Financial Corp
Ontario Medical Insurance
Option Retraite Inc.
Oxford Financial Group, Ltd.


Pacific Life
Page & Associates
Peak Investment Services Inc.
Peel Mutual Insurance
Peer Financial Ltd.
Penson Financial
Pescara Partners Inc.
Petek Edwards Group Inc.
Peter Watson Investments Limited
PFSL Investments
Phillips, Hager & North Investment Management Limited
Pictet (Canada) and Company Limited
Planvest Pacific Financial Corp.
Pollock Financial
Polson Bourbonniere Financial
Prairie Centre Credit Union Ltd.
Premier Corporate Services
Private Asset Management
Professional Investments
Prudential Financial


Qtrade Financial Group

Raymond James
RBC Royal Bank
RCF Retirement Compensation Funding
Red River Mutual
Red Rock Energy Partners, Ltd.
Regal Capital Planners
Regions Financial Corporation
Republic National Bank of New York, Canada
ResMor Trust Company
Retirement Counsel of Canada
Reuters News
Richardson GMP Limited
Robert Half Finance & Accounting
Rogers Publishing Limited
Rothstein Kass
Royal Bank Financial Group
Royal Bank of Canada-Global Private Banking
Royal Bank Securities
RSA Group
Russell Investments
Ryan Lamontagne Inc.


Sakic Scarfe
SAS Institute (Canada) Inc.
Saxon Financial Inc.
Scotia Bank
ScotiaMcLeod Inc.
SDL International
SEI Investment Canada
Select Financial Services Inc.
Servus Credit Union, LTD.
Sherwood Credit Union
Silvertone Group
SOLCORP Consulting Services
Soulliere Financial Group
Sound Financial Strategies Inc.
Spencer Francey Peters
Sprott Asset Management Inc.
Sprott Private Wealth LP
Sprott Securities Limited
Standard Life
State Street Global Advisors
Statistics Canada
Stenning & Associates Financial Services Inc.
Sterling, Division of National City
Stikeman Elliott
Stonegate Private Counsel
Stovel, Kup, Kelly & Associates Inc.
Strategic Financial Management Group
StrategicNova Inc.
Stratford Associates
Stuart Investments Management Ltd.
Success Source International (o/a Duncan MacPherson & Associates Inc.)
Summit Bank
Sunlife Financial – Enterprise Services


TAL Private Management Ltd.
Talvest Fund Management
TD Bank
Templeton Management Limited
Texas Commerce Bank
The Brainstorm Group
The Co-Operators Group Limited
The Covenant Group
The Fund Library
The Glen Ardith Company Ltd.
The Guarantee Company of North America
The Snider Financial Group
The Trust Associates
TNS Canada
Toronto-Dominion Evergreen Services
Trapeze Asset Management Inc.
Trimark Financial Corporation
Trimark Investment Management Inc.
Trimark Trust
Trinity Wood Capital Corp
Trulin Union Bank
Trust Company of the Bank of Montreal
Trust General du Canada
Trust Pret Et Revenu


U.S. Bank
Unidad & Associates Inc
Union Securities Ltd.
United Church
Univeris Corporation


Valt.X Technologies
Vantage Securities
VenGrowth Asset Management
Vernon Branch


W.K. Patrick Management Inc.
Wilmington Trust Wealth Advisory

“Thought provoking. Great wealth of examples and statistics.”

Anita Saar, President and CEO, Estonian Credit Union

“This is the first time that I’ve attended this event and I’ve really enjoyed the experience. I found it interesting to hear from other marketers, to get a sense of solidarity we’re all dealing with similar challenges. But it’s also very helpful to understand how people are dealing with these challenges, how they are solving some of the same problems we all have, hearing from best practices, which is always very helpful.”

Betsey Locke, Group Vice President, Advertising, Promotions & Sponsorships, M&T Bank

“It was a great experience. It was really interesting to hear different perspectives on what is a bit of niche industry and niche practice. I’ve been to other conferences, marketing conferences that are a bit more broad, so I felt like at this particular conference I was able to write down a lot of key takeaways that I can implement in what I do everyday.”

Meaghan Paff, Vice President, Strategy & Research, State Street Global Advisors

“The wealth of experience at the conference is amazing. If you are in the Digital Marketing field for Financial Services, this is one of the must-see, must-attend conferences.”

Silu Modi, VP, Digital, Macquarie Banking and Financial Services

“Encouraging to see innovative and creative ways to solve the issues, constraints and challenges in a highly regulated industry. It’s nice to get out of your comfortable home environment to meet peers face to face, who have new and inspiring ideas.”

Andrew Artemenko, SVP, Digital Marketing & Content Strategy, Bank of America

“I think the event’s been very good for bringing industry experts and financial institutions together. Having them share tips, processes, their expertise, just practical everyday knowledge.”

Michele Elrod, EVP, Head of Marketing, Regions Financial Corporation

“Content very specific around SOE, Content Management, and mobile. The last one really only interests Neolane. Overall attendee list is impressive. Great Hotel.”

Joshua Bickford, Sales Operations, Neolane

“Extremely relevant and provided a good level of detail that will allow us to take back learning to our business.”

Kevin Miller, Business Manager, Capital One

“Great focus on content, wholly relevant presenters and attendees.”

Ryan McDermott, Director Business Development, Adroll

“Innovation and good tips for my business line.”

Ferdinando Santiago, Senior Manager, International Worlds Management, ScotiaBank