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Portfolio Management
Data Analytics
Models and rebalancing
APIs and Widgets
Industries
Full-service brokerage
Asset management
Discount brokerage
Portfolio management firms
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Integrations
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Technology
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Events
Connect with Canada’s leading FinTech
WP Advisor Connect: Technology – Redefining the future of advice
July 28, 2020
Online
Exhibiting
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IPC 2020 Fall Summit
September 13-15, 2020
Fallsview Casino Resort
Niagara Falls, ON
Exhibiting
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Income and the benefits of Alternative Strategies Conference
September 24-25, 2020
Seattle, WA
Speaker
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2020 CIFPs National Conference
October 18-21, 2020
Sheraton
Niagara Falls, ON
Exhibiting
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Croesus Finnovation
November 6, 2020
Montréal, QC
Organizer
Croesus Finnovation
November 13, 2020
Toronto, ON
Organizer
PMAC National Conference
November 17, 2020
Fairmont Royal York
Toronto, ON
Exhibiting
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IIAC Compliance & Operations Symposium
Spring 2021
Vantage Venues
Toronto, ON
Attending
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Past events
Wealth Professional Virtual Event: Advisor Connect
June 16, 2020
Online
Exhibiting
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Croesus Webinar #1
Leverage reports in uncertain times
May 19, 2020
Webinar
Organizer
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Croesus Finnovation
November 28, 2019
Delta Hotels Toronto
Toronto, ON
Organizer
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Croesus Finnovation
November 22, 2019
Sofitel Montréal Golden Mile
Montréal, QC
Organizer
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PMAC National Conference
November 13, 2019
Fairmont Royal York
Toronto, ON
Exhibiting
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2019 Canada Fintech Forum
October 21-23, 2019
Palais des congrès
Montréal, QC
Exhibiting
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2019 FinTech Summit
October 9, 2019
Saint James’s Club
Montréal, QC
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IPC 2019 Fall Summit
September 23-24, 2019
Fairmont Le Château Frontenanc
Québec, QC
Exhibiting
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2019 Financial and Operations Advisory Section Conference
September 12-15, 2019
Fairmont Tremblant
Mont Tremblant, QC
Exhibiting
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Croesus Fintour
August 15, 2019
Shawbridge Microbrewery
Prévost, QC
Organizer
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Croesus Fintour
July 11, 2019
JO Montpetit & fils Winery
Saint-Étienne-de-Beauharnois, QC
Organizer
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IPC ASP 2019 Conference
June 11, 2019
Toronto Airport Marriott
Toronto, ON
Exhibiting
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CIFPs Annual National Conference
June 2 to 5, 2019
The Westin Bayshore
Vancouver, BC
Exhibiting
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