Event Details

Sasha Tregebov is the Director of BIT Canada. He specializes in applying behavioural science to financial regulation and has worked extensively with the Ontario Securities Commission, the Canadian Investment Regulatory Organization, the Registered Insurance Brokers of Ontario, and many others. He recently led an innovative study with the OSC on use cases for AI in retail investing.

Jos Herman is the founder of Resources & Solutions, a boutique consulting firm providing integrated tax, investment, insurance, and wealth planning solutions. A CPA with over 25 years’ experience, she helps business owners and professionals navigate complex financial, tax, and estate matters with an objective, multi-disciplinary approach.

Meagan Jennings is experienced in estate and incapacity litigation, including guardianship applications, dependent support relief applications, applications seeking removal of trustees, applications to pass accounts and will challenges. Meagan has acted as counsel for both trustees and beneficiaries. Meagan also works on the defence side in professional negligence cases. She was called to the bar in Ontario in 2019, and has her TEP (Trust & Estates Practitioner) Designation with STEP Canada.

Michael Greenberg is a senior vice president, portfolio manager, and head of Americas portfolio management for Franklin Templeton Investment Solutions.

In his role, he is responsible for oversight of FTIS portfolio management in the Americas ex. US. He is a member of the team's Investment Strategy and Research Committee with a focus on fixed income. He is a portfolio manager for several funds offered for sale in various jurisdictions including Canada, the U.S., Brazil, and Mexico such as the Franklin Quotential and Franklin ETF Portfolios. He is also on the portfolio management team for Franklin Global Allocation Fund in the U.S.

Dave Faulkner is a pioneer in Canadian fintech with a unique dual perspective: he is a veteran financial planner and a three-time software founder. Since entering the industry in 1979, Dave has successfully exited two major startups: Financial Plan Solutions (acquired by Wolters Kluwer)and RazorPlan (acquired by Nest Wealth, then Canada’s largestindependent digital wealth platform).

Today, Dave is leading the charge on how Artificial Intelligence can reshape the advisor-client relationship. He is the founder of VibePlan, Canada’s first AI-native financial planning platform designed to uncover a client’s Values, Intentions, Behaviours, and Experience with money.

Unlike many tech founders, Dave "walks the talk." He actively serves clients through his own practice, FP Advisors Inc., where he uses VibePlan to demonstrate how AI allows advisors to scale "advice beyond then umbers." His work focuses on the safe, compliant, and ethical application of AI to enhance, not replace, the human financial advisor.