IFB Tech Expo - Dec 9
A curated showcase of purpose-built technology for independent financial professionals. Discover tools redefining how practices operate, grow, and serve clients.
Online
Dec. 9, 2026
12 PM - 3 PM ET
An All-in-One CRM and Planning Platform for Independent Advisors
Integrated Experience: CRM x Securing Data Gathering & Exchange
AI Is Not a Strategy: An Operating System Is
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An All-in-One CRM and Planning Platform for Independent Advisors
SteadyFinancials is Canadian-built practice software for independent advisors. It combines a full client CRM with financial planning in one platform — projections, provincial tax, retirement-income planning, and branded client reports — so advisors are not paying for a CRM and a planning tool separately.
The platform is built for Canadian rules rather than adapted from U.S. software. It includes Canadian account types (TFSA, RRSP, FHSA, RESP, RRIF), tax tables for all 13 provinces and territories, CPP/OAS and RRIF drawdown planning, corporate planning for incorporated owners, Monte Carlo and stress testing, and PIPEDA-compliant data storage in Canada.
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Integrated Experience: CRM x Securing Data Gathering & Exchange
Your CRM runs the relationship. It was never built to gather documents from clients, and most firms still do that over email.
SideDrawer closes that gap from inside the CRM. It installs as a native component on the account or case record, where your team composes a document request — uploads, acknowledgments, signatures — and a questionnaire-driven engine determines which forms and supporting evidence that specific account type actually requires. Client vaults provision automatically on account creation. Notes, messages and document status sync bidirectionally. Accountants and solicitors can be delegated a single request without a CRM licence or access to anything else.
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AI Is Not a Strategy: An Operating System Is
Advisor Terminal is the AI-native practice operating system for financial advisors: one system to run your entire practice. It brings client management, meeting capture and compliant notes, tasks, documents, financial planning and portfolio management together in a single platform, replacing the scattered apps and spreadsheets most practices rely on. AI is built into workflows. Advisors keep their dealer and place trades there as usual, while Advisor Terminal handles everything else. Built by advisors, Advisor Terminal Inc. is a Toronto-based company focused on giving practices more capacity, stronger compliance and full ownership of their client data.
Josh Armstrong
Ali Qureshi
Lucas J. Stifano
Meet Your Speakers
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
Founder & CEO Tchat N Sign
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.
WHO SHOULD ATTEND
Independent Financial Professionals who are:
- Wanting to leverage technology to grow their practice in a competitive environment
- Evaluating CRM solutions to better manage client relationships
- Seeking deeper insights from their existing client base
- Looking to improve organizational efficiency in their day-to-day operations
- Developing or refining client onboarding processes to enhance client experience
EVENT SCHEDULE
12:00 pm – 12:40 pm: Winning With AI - The one AI strategy every financial advisor needs in the Age of AI
- Dave Faulkner, VibePlan
12:40 pm – 1:20 pm: Financial planning is hard enough: Stop fighting with your software!
- Alex Mercer, Snap Projections
1:20 pm – 2:00 pm: Using Digital Marketing to Build Long-Term Client Relationships
- Thomas Nettesheim, Constant Contact
2:00 pm – 2:10pm: BREAK
2:10 pm – 2:50 pm: From Compliance to Connection: How Cloven Transforms Advisor CRM
- Massimo Ianniruberto, Cloven
2:50 pm – 3:30 pm: Redefining Compliance and Client Communication
- Willie Savard, TChat N Sign
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