Agenda

An afternoon and evening of expert-led sessions, panel discussions and networking – join Canada's leading structured products community and earn 4.50 CE credits towards your professional development.
12:00pm - 1:15pm

Welcome Lunch & Networking

Attendees arrive for a networking lunch - an opportunity to meet peers, sponsors, and speakers before the sessions begin.

1:15pm - 1:30pm

Welcome Remarks

Brief opening remarks to introduce the day’s agenda and highlight key topics.

1:30pm - 2:15pm

Keynote

Decrement Indices: The Next Evolution in Structured Products

A deep dive into how decrement indices work, their role in structured product design, and implications for Canadian advisors

Speakers

Eric BartheStructured Products and Exotic Derivatives expert
2:15pm - 2:40pm

The Next Generation of Portfolio Management

How structured products fit within a forward-looking portfolio construction framework - key ideas from the book

Speakers

Tiago FernandesHead of SP Intelligence, WSD

Host

Richard KassabianManaging Director, Head of Equity Capital Markets, CI Financial
2:40pm- 3:00pm

Networking Break

3:00pm - 3:45pm

Structured Products 101 - Making Them Work for Clients

Breaking down complexity: how Canadian advisors are integrating structured products into real client portfolios

Speakers

An-Lap Vo-DignardSenior Wealth Advisor and Portfolio Manager, National Bank Financial
German PulidoPortfolio Manager & Wealth Advisor, Scotia Wealth Management
Nick Ducharme, CFAAssociate Portfolio Manager and Wealth Advisor, CI Assante CMM

Moderator

Deven ShahManaging Director, Head of Structured Products​, iA Capital Markets
3:45pm - 4:30pm

Practical Application - Portfolio Integration & Case Studies

How to use structured products across risk profiles, account types, and market environments — dealer and manufacturer perspectives

Speakers

Vincent BoulangerDirector in Global Equity Derivatives, Scotiabank Global Banking and Markets
Dominique PerrasManaging Director, Structured Solutions Group, National Bank of Canada Capital Markets
Wylliam Jetté-CorriveauVice President in Global Equity Derivatives, BMO Capital Markets
Lauren LooiExecutive Director, CIBC Wealth Solutions Group
Catherine Chouinard Director in Global Equity Derivatives, TD Securities

Moderator

Sébastien Hébert Senior Analyst and Team Leader Structured Products, Desjardins Securities
4:30pm- 4:50pm

Networking Break

4:50pm - 5:25pm

State of the Canadian Structured Products Market

Data-driven overview of issuance trends, popular payoffs, and what advisors are actually buying - plus audience Q&A

Speakers

Joe BurrisHead of Americas, WSD
Dominic D'AoustVice-President, Structured Products Solutions, Wellington-Altus Private Wealth Inc.

Moderator

Sean RobitailleSenior Managing Director, Capital Markets Group, Manulife Wealth
5:25pm - 6:05pm

The Future of Structured Products - Trends & Innovation

Manufacturers discuss what's next: new payoffs, digital access, regulatory shifts, and the growing advisor opportunity

Speakers

Lina NouralyDirector, Structured Notes Sales, BMO Capital Markets
James McGuigan, MBA, CFAManaging Director & Head of Canada Investor Solutions, Scotiabank Global Banking and Markets
Matt WallaceExecutive Director & Head of Canadian Structured Product Distribution, CIBC Capital Markets
Philippe RaymondManaging Director, Structured Solutions Group, National Bank of Canada Capital Markets
Jason MorrowManaging Director and Global Head of Structured Note Sales, TD Securities
Farnaz ShahedDirector, Wealth & Institutional Solutions Sales, RBC Capital Markets

Moderator

Sean Darcel, CFA, CAIASenior Structured Solutions Specialist, Raymond James
6:05pm - 6:35pm

SPI Canada Awards Ceremony

Recognising outstanding issuers, products, and industry contributions - followed by closing remarks

6:35pm Onwards

Cocktail Reception

Open networking, sponsor exhibition

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