Andrew Kirkland, President of JustWealth

Andrew Kirkland

Andrew is an experienced investment professional that has an unwavering passion for investing, financial planning, and making things right for his clients. Over the last decade, Andrew assumed roles of increasing responsibility at one of Canada’s largest independent asset managers in the areas of client servicing, operations and business development. Andrew obtained his education from the University of Guelph-Humber where he earned a Bachelor of Business Administration. Andrew holds the Certified Financial Planner (CFP) and Chartered Investment Manager designations (CIM).

Beau Humphreys, Personal Finance Coach

Bill Carrigan

Beau Humphreys is a Personal Finance Coach and Blogger at Beau will help you organize and simplify your personal finances. Taking control of your personal financial situation doesn't have to be hard or take up all of your time. Beau will work with you to build a solid plan and automate your personal finances so that you can spend your time doing things you enjoy and live your life.

Claude Boiron, Real Estate Broker, University Instructor, Investor, Author

Bill Carrigan

Claude Boiron doesn't just sell commercial and residential real estate, he teaches the subjects at University of Toronto. In the two books he's written on the subjects he stresses his philosophy of co-operation with other agents, nurturing acute listening skills and sensitivity to the needs of others, and a thorough knowledge of every technical facet of the business. All of this leads to an ability to unite disparate parties in real estate deals, which tends to leave everyone happily satisfied.

Claude’s product expertise includes buying, selling, and leasing condos and houses, as well as industrial, retail, office, land, and income producing properties. His residential clients appreciate his emotional intelligence, and value the business acumen he brings to deal-making and Real Estate asset management.

Derek Foster, 6-Time National Bestselling Author and The Idiot Millionaire

derek foster

6-time National Bestselling author Derek Foster left the rat race at the age of 34 despite spending his 20s backpacking across Europe, Australia, and New Zealand – and living a number of years in Asia. He later became “The Idiot Millionaire” using a simple investment strategy any 6-year-old can follow. When not writing or public speaking, Derek spends his time with his wife and seven children.

Janine Rogan, Financial Writer & Tax Specialist

derek foster

Janine is a finance writer, speaker, and tax specialist from Calgary AB. She is passionate about investing, and building wealth; starting to grow her money tree at age 19. Janine is on a mission to educate Canadians, helping them achieve their personal and financial goals through a balanced life and chequebook. By day, a tax specialist, by night a personal finance guru, Janine has the knowledge and expertise to help you master your money. Janine shares her insight on her website My Pennies, My Thoughts.

James Dahle, Founder of

Bill Carrigan

James M. Dahle, MD, FACEP, is a partner and the department chair with Utah Emergency Specialists, and he works full-time in a community hospital in the Salt Lake Valley. While in residency, he developed an interest in personal finance and investing. In 2011, he started The White Coat Investor, now the most widely-read physician-specific personal finance and investing website in the world with over 600,000 page-views per month. In February 2014, he published The White Coat Investor, A Doctor's Guide to Personal Finance and Investing, which has remained #1 or # 2 in its category on Amazon since publication. His financial articles have appeared in numerous online and printed publications and he is a sought-after speaker best known for helping physicians and other high-income professionals get a "fair shake" on Wall Street. He is also a father of four.

James Gauthier, CIO of JustWealth

Bill Carrigan

James is a highly regarded asset allocation specialist who for more than 20 years has devised some of the most innovative and sophisticated asset allocation policies for institutions, high net worth clients, and large wrap programs in Canada. James has been responsible for the management of billions of dollars of client assets with several different financial institutions in Canada. James obtained his education from McMaster University where he earned a Bachelor of Science in Mathematics and also completed his MBA in Finance. After graduation, James returned to McMaster where he served as a Sessional Lecturer for undergraduate students for a number of years. James is a member of the Toronto CFA Society and holds the CFA designation.

John Robertson, Author of The Value of Simple

John Robertson

John Robertson, PhD specializes in explaining complex topics – scientific or financial – for regular people. Personal finance and investing have long been personal passions, and are big components of his blog Blessed by the Potato. In particular, John helps explain how to actually get started as a do-it-yourself investor, creating simple easy-to-follow investment plans through his book The Value of Simple and his online course Practical Index Investing for Canadians. He has also given workshops on DIY investing at several branches of the Toronto Public Library. He has a PhD from the University of Western Ontario in Medical Biophysics, and spends his days as a science writer and editor for the Techna Institute in Toronto.

John Szramiak, Founder of Vintage Value Investing 

John Robertson

John Szramiak runs Vintage Value Investing, a website dedicated to revealing and teaching the secrets of legendary value investors like Ben Graham, Warren Buffett, and Charlie Munger. John has a degree in Finance and Economics, currently works for a financial firm in Boston, MA, and is a CFA Level III candidate.

Kristy Shen, Personal Finance Expert & Founder of

kristy shen

Kristy Shen (aka "FIRECracker") is Canada's youngest retiree. She used to live in one of the most expensive cities in Canada, but instead of drowning in debt, she rejected home ownership. What resulted was a 7-figure portfolio, which has allowed her and her husband to retire at 31 and travel the world. Their story has been featured in CBC, the Huffington Post, BNN, Business Insider, and Yahoo Finance. To date, it is the most shared story in CBC history and their viral video on CBC's On the Money has garnered 4.5 Million views.

Kyle Prevost, Founder of & Personal Finance Expert

kristy shen

Kyle Prevost is the co-author of More Money for Beer and Textbooks – A Financial Guide for Today’s Canadian Student and writes for several of Canada’s leading personal finance publications including the Globe and Mail, Financial Post, Canadian MoneySaver Magazine, and at his own site: . You can find Kyle limping up and down a basketball court or stumbling around a boxing ring as he tries to recapture something he's not sure he ever had in the first place. Kyle enjoys sharing his passion for business and personal finance with his high school students in Birtle, Manitoba.

Limor Markman, Real Estate Investor and Money Expert

kristy shen

Limor Markman is a Real Estate Investor and Money Expert empowering women to live unapologetically Financially FabulousTM lives!

Limor has launched www.Limor.Money and the YouTube channel LIMOR as a judgment and jargon free space to learn about finances. She is also a contributing author to the best selling book, Who’s Going To Stop Us Now, where she tells her personal finance journey. Limor has been featured on media outlets such as: BNN, Globe and Mail, Toronto Star, 680 News and Executive Investment.

Lorne Zeiler, CFA, VP and Portfolio Manager at TriDelta Financial

Lorne Zeiler

Lorne joined TriDelta in July 2013 to work directly with private clients. Mr. Zeiler is Head of TriDelta’s Alternative Investments Committee and a member of the firm’s Investment Committee. Lorne is a registered portfolio manager and he is a frequent commentator on the Business News Network (BNN). Mr. Zeiler continues to be an instructor since 2011 at the Ted Rogers School of Management at Ryerson University on Financial Planning and Ethics in Finance. He was also a Course Director for International Business at York University. Lorne has over 18 years of experience in the financial services industry. Lorne received his International MBA from the Schulich School of Business at York University with a focus on economics and international business and honours Bachelor of Arts from McGill University.

Mark Seed, Founder of

mark seed

Mark Seed started his investing journey in his early 20s after reading David Chilton's The Wealthy Barber. My Own Advisor is Mark’s personal finance and investing blog dedicated to chronicling his journey to financial independence. Mark shares his thoughts, experiences and provides insights from industry experts to help you learn more, to save more, so you can invest better, to grow your portfolio and have a little fun with your money as well. Along with his wife, their plan is to grow their investment portfolio to over $1 million to retire on, outside any workplace pensions and excluding the equity in their soon-to- be paid off home. They’re well on their way. Save, learn and prosper by following his site along with thousands of daily readers.

Niles Lawrence, CEO of

niles lawrence

Niles Lawrence is the Founder and CEO of VURU, a VC backed fintech startup based in Toronto. He attended Queen’s University where he majored in Biochemistry and has studied Value Investing at Stanford University. He is passionate about helping young people make sense of financial data surrounding their favourite companies so that they can make better investment decisions in less time. His talk will uncover the models used by experts to help them identify what makes certain companies great investments.

Rob Carrick, Columnist at Globe & Mail

rob carrick

Rob Carrick has been writing about personal finance, business and economics for more than 25 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been personal finance columnist since November 1998. Rob's personal finance columns appear in The Globe on Monday and Friday, and his Portfolio Strategy column for investors appears every other Saturday. Rob is also the host of the Carrick Talks Money video series, and he produces a twice-weekly e-mail newsletter called Carrick on Money. Rob has written or co-written four books, the most recent of which is called How Not to Move Back in With Your Parents: The Young Person's Complete Guide to Financial Empowerment.

Robert Brown, Author of Wealthing Like Rabbits

robert brown

Rob Brown is the author of the Canadian Bestseller – Wealthing Like Rabbits. Rob’s book is a personal finance book unlike any others. Rob uses rabbits, pancakes, sex, Forrest Gump, cigars, Spock, pork pie hats, castles, Bridget Jones, and a guy named Buddy to teach people about their money and how to handle it responsibly. Written in a fun, easy-to-read style, (and yes, it is a financial planning book!) Wealthing Like Rabbits delivers valuable, commonsense financial advice that will help anyone who wants to learn about and take charge of their money!

Robert Farrington, Founder of The College Investor

robert brown

Robert Farrington, the founder of The College Investor, has been featured in many media outlets on both a local and national level. He is America’s Millennial Money Expert®, and America’s Student Loan Debt Expert. He is on a mission to help people escape student loan debt and start building wealth for the future.​

Robin Speziale, Author of Market Masters


Robin Speziale is the national bestselling author of Market Masters: Interviews with Canada's Top Investors. Robin will reveal the key investing lessons he learned from Canada's top investors - Francis Chou, Jason Donville, Bill Ackman, and many more, as well as highlight the 5+ investing styles featured in his book (value, growth, technical, dividend, macro, etc.). Robin lives in Toronto. You don't want to miss his session: What I learned from Canada's Top Investors.

Ryan Modesto, Managing Partner at 5iResearch

ryan modesto

Ryan Modesto, CFA, is the managing partner at 5iResearch, an investment research provider to DIY investors of all types. Prior to joining 5i Research, Ryan was involved in high-net-worth portfolio management at one of Canada’s largest banks.

Sean Cooper, Financial Journalist, Personal Finance and Mortgage Expert

sean cooper

Sean Cooper is the author of the upcoming book, Burn Your Mortgage: The Simple, Powerful Path to Financial Freedom. He bought his first house when he was only 27 in Toronto and paid off his mortgage in just 3 years by age 30. His story was first featured on CBC's the National, soon after going viral. An in-demand Financial Journalist and Personal Finance and Mortgage expert, his articles and blogs have been featured in publications such as the Toronto Star, Globe and Mail, Financial Post, Tangerine: Forward Thinking blog and MoneySense. He makes regular appearances on national radio and television shows to discuss personal finance, real estate and mortgages.

Susan Daley, Associate Portfolio Manager at PWL Capital

sean cooper

Susan Daley is an Associate Portfolio Manager at PWL Capital in Waterloo where she provides financial planning and investment management services to a wide range of clients. Susan is a CFA charterholder, holds the FPSC Level 1 Certification in Financial Planning, and is on track to get the CFP designation. She completed her Honours BBA in Finance at Wilfrid Laurier University.

Her video series, Your Money, Your Choices, aims to provide Canadians with expert advice to help improve their personal finances. Topics covered include everything from savings and spending to financial planning, taxes, and investing.

Tea Nicola, CEO of WealthBar

sean cooper

Tea Nicola is passionate about personal finance and wants to help people understand how small changes can make a big difference. Originally a mechanical engineer, she later spent years working as a financial advisor and advisor trainer. Tea is excited about transforming the way Canadians get personal financial advice.

Will Ashworth, Investment Writer

will ashworth

Will Ashworth lives in Toronto, Canada. He's worked in and around the financial services industry since 1997. He has been writing professionally about finance and investments professionally for the past 10 years for organizations such as and He loves investing and is passionate about helping others put their money to work.