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Investing May 08 2018

Wealthica CEO to Speak at CFA Montréal’s “Fintech Series – The Future of Advice” Event

Simon Boulet, Wealthica’s CEO, will be a speaker at the “Fintech Series – The Future of Advice” event on May 23 in downtown Montreal. Organized by CFA Montréal, the event will offer an overview of the rapidly changing financial advisory landscape due to technological and societal factors. It is open to both CFA and non-CFA members alike.

As part of a luncheon, the event will be comprised of five tech-talks of 15 minutes each. Besides Simon, other speakers will include our friend Julien Brault representing financial inclusion platform Hardbacon; Blockchain specialist Jonathan Hamel; Vincent Roy, Managing Director at BlackRock and Barton Wallace, Investment Officer at CN Investment Division.

With over 2500 members, CFA Montréal is the 10th biggest chapter among 150 CFA societies across the world. CFA stands for “Chartered Financial Analyst”. It is a professional designation that measures the competence and integrity of financial analysts. You must pass all three levels of the program to call yourself a CFA.

All your investments in one place. Wealthica enables Canadian investors to have a complete and objective view of their investments and to take control of their financial data. Discover how Wealthica is part of the big shift to open financial data and Open Banking in Canada. -Simon Boulet –

Register at cfamontreal.org

Come meet Simon, you won’t regret it 🙂

Phil Siarri

Phil Siarri

Phil Siarri is an innovation management professional, fintech observer and Wealthica brand ambassador. He has been selected as one of Canada’s top 40 social influencers in finance, innovation and risk by Thomson Reuters as well as top 50 fintech influencers in Montreal by FinFusion.
Phil Siarri