Event Details

Dave Faulkner, CLU, CFP
Founder, VibePlan

Dave Faulkner stumbled into financial services in 1978 with a wife, a baby, and no plan—just determination. After a decade in personal production, he co-founded two fintech companies, FP Solutions and RazorPlan, helping advisors elevate their practice and simplify financial planning.

Now with his third startup, VibePlan, Dave is proving he’s not great at retiring. He’s harnessing generative AI to deliver smarter, more personal, and unbiased financial advice. Guided by ethics, innovation, and the belief that money conversations should feel human, Dave is on a mission to help every client get a plan that truly vibes with their life.

Massimo Ianniruberto
Co-CEO, Cloven

Massimo Ianniruberto is Co-CEO of Cloven.ca, a Canadian CRM built for financial advisors. With over a decade of fintech experience, he has led Cloven’s rapid growth, helping advisors streamline compliance, strengthen client relationships, and simplify their technology stack.

Thomas Nettesheim
Sales Engineer, Constant Contact

Thomas Nettesheim is a Sales Engineer at Constant Contact, bringing over 12 years of experience in supporting small businesses and nonprofits. As a subject matter expert, he frequently leads educational webinars that cover product overviews, best practices, and the essential role Constant Contact plays in effective marketing strategies.

Alex Mercer
Senior Marketing Lead, Snap Projections

As Snap Projection’s Senior Marketing Lead, Alex is passionate about the importance of financial health and literacy for all Canadians. Through her role, she strives to provide Advisors with as much value as possible to support their practices. Alex resides on the East Coast with her husband and four boys.

Willie Savard
Sales Engineer, Constant Contact

Willie Savard is the founder and CEO of Tchat N Sign, a fintech company transforming how financial professionals communicate and transact securely while staying compliant. A former financial security advisor, Willie believes technology should empower relationships, not replace them—a principle that drives his mission to blend compliance, efficiency, and human connection.

Before Tchat N Sign, he founded Altura Financial Group, helping modernize the client experience in financial services. Rooted in Saguenay–Lac-Saint-Jean, Willie brings the same drive that once made him a top ski instructor: always improve, share knowledge, and push boundaries.