May 2019

Are Canadians Financially Prepared for Their Future?

11:30am-1:30pm | Omni King Edward Hotel - 37 King Street East, Toronto

Are Middle-Income Canadians Financially Prepared For Their Future?

The 2019 Canadian Financial Security Monitor found that many middle-income Canadians remain concerned about their long-term financial security. Based on a comprehensive survey of middle-income Canadians with household incomes under $100,000, the Monitor found that many families are not taking the essential steps to secure their financial future. What role do advisors and financial services companies have to play? How is fintech changing the way Canadians save? What does financially prepared look like?

Working with a financial professional is a factor that can set middle-income Canadians on the right track. Those who have seen a financial professional are much more confident in their ability to reach financial goals. While more robo-advice and DIY digital platforms are coming into the marketplace, middle-income earners in Canada continue to prefer the support of a human advisor. But aside from digital-first solutions, fintech is also changing how advisors and firms are serving their clients.

Join us on May 29th to learn more about the state of middle-income Canadians’ finances, including their retirement needs and preparation, use and role of financial advisors, and relevance and use of DIY investment platforms.

- Lunch will be served -

Member price:
Individual seat: $89 +HST
Table (seats 10): $800 +HST

Regular price:
Individual seat: $110 +HST
Table (seats 10): $990 +HST

- For information about accessibility, please email julia@economicclub.ca
- Dietary restriction notes and meal requests must be submitted to julia@economicclub.ca at least 48 hrs before the event.
- Refunds/credits: We require three business days notice in advance of the event date for ticket cancellations

*The views expressed on the Economic Club platform are not that of the Economic Club or its affiliates but of the speakers alone and the organizations they represent*

Are Canadians Financially Prepared for Their Future?

Edwin L. Weinstein PhD

The Brondesbury Group

Edwin L. Weinstein PhD

Dr. Ed Weinstein is President of The Brondesbury Group. Ed holds a PhD in Measurement & Evaluation (Applied Statistics) from the University of Toronto and is also a licensed Industrial Psychologist. Over the past 30 years, Ed has developed and run more than 700 studies in financial services for both private and public sector clients. Ed’s private sector clients have included most of the world’s largest banks, as well as a cross-section of Canadian financial institutions. Ed’s public sector clients have included departments and agencies focused on diverse financial issues including: investor education, financial consumer protection, deposit insurance, trade finance, securities regulation, professional accreditation, and international development. Several of the public sector relationships are long-term advisory relationships including strategy development, research management, and monitoring of achievement of objectives.

Gary Edwards PhD

Co-Founder & President
Golfdale Consulting

Gary Edwards PhD

Gary is a seasoned business leader and management consultant with over two decades of experience in executive leadership roles. Gary currently heads up Golfdale Consulting on a mission to solve complex business challenges through research, insights and public affairs. Previously Gary pioneered Customer Experience Management serving as the Chief Customer Officer of Empathica, serving global Fortune 1000 companies. Prior to Empathica, Gary served as the Country Manager and SVP of Gallup Canada. Gary has a PhD in Social Work, specializing in research methods and statistics, from Wilfrid Laurier University.

Joanne De Laurentiis

Former President & CEO
Investment Funds Institute of Canada

Joanne De Laurentiis

Retired in 2016 as President & CEO of the Investment Funds Institute (IFIC), Joanne De Laurentiis spent most of her career representing Canadian financial institutions and engaging, on their behalf, with a wide range of provincial and federal regulatory and government bodies in the development and implementation of sound regulatory and public policy. Before joining IFIC in 2006 she was President and CEO at Credit Union Central of Canada, Mondex Canada and Interac; Vice-President of Public Affairs at the Canadian Bankers Association; and chief of staff to the Honourable Robert Elgie, Minister in the Ontario Government. She holds a Masters in Political Science from Western University.

She continues to provide regulatory and policy advice and serves on several public and not-for-profit boards including the Toronto Transit Commission and the Canadian Foundation for Economic Education.

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