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Canada’s #1 Fintech Conference.

2026 Canadian Finance Summit

May 28th, 2026 | The Quay, Toronto, Ontario
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About This Event

The 2026 Canadian Finance Summit is Canada’s largest and most significant financial services conference, serving as the country’s premier FinTech event. Hosted by Finance Events, this annual gathering focuses on the Canadian financial services ecosystem, including payments, lending, capital markets, and banking. The event targets C-Suite and senior executives driving financial strategy. Attendees include leaders from major Canadian banks, credit unions, FinTech/InsurTech firms, and capital markets. It is the essential forum for over 800 professionals seeking to forge partnerships and gain competitive intelligence in Canadian finance. See last year’s sold out event.

The event is divided into three sections: networking, main stage and innovation stage.

Canadian Finance Summit is partnered with Toronto Tech Week. TTW is a citywide celebration of the people building what’s next. From May 25–29, 2026, founders, investors, and builders come together for hundreds of community-led events across Toronto, connecting tens of thousands of people around Canadian tech.

Past Speakers

Scott Wood CEO
Stephen Smith Chairperson
Amit Sadhu SVP Risk
Gayle Ramsay SVP Data & Analytics
Daniel Eberhard CEO
Chadwick Westlake CEO
Patrick Ens CEO
Dan Park CEO
Michael Garrity Chairperson
Michael McGhee SVP & Head, TD Auto Finance
Jason Mullins Former CEO
John Kontos SVP & Head Auto Finance

Sponsors

EQBMOPaybilt
SecurianSardineSpiria AINaehasSymcorBluinkTaranWalnutSageGowlingsLoonVerkadaGalata AdvisorsPaysonTransUnionCreditBookDC BankCybrid

Summit Agenda

8:00am - 6:00 pm

8:00 - 8:50

Registration and Breakfast

Networking begins. Download the Finance Events Mobile App to setup meetings in the Networking Hall throughout the day. Numbers in the app correspond with numbers on the tables.

9:00 - 9:30 Main Stage Wealth

Canada’s Next Decade of Investing

Rewiring Canadian Finance: Canada’s investing landscape is being reshaped by higher-for-longer rates, new product wrappers, and AI-driven personalization. In this fireside, Som Seif will share what innovations actually matter (vs. hype), how Canadian portfolios evolve over the next decade, and the tradeoffs between broader access, transparency, and risk.

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    Som Seif

    Founder & CEO

    Purpose Unlimited

    Keynote
9:30 - 10:00 Main Stage Lending

Going Beyond the Score

Rewriting the Rules of Credit: The traditional bureau score was built for a thinner-data economy. Today’s lenders deploy cash-flow analytics, alternative data, AI-assisted underwriting, and consortium intelligence. Speed has increased. So have losses in unexpected tiers. This panel examines how to expand access without underwriting illusion and how collections and recoveries are evolving in parallel.

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    Kevin Chan

    CPO

    TransUnion

    Moderator
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    Colin Smith

    VP, Risk & Decision Science

    Wealthsimple

    Speaker
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    Ardalan Shojaei

    Chief Credit & Risk Officer

    Fig

    Speaker
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    Becca Mintz

    Managing Vice President

    Capital One

    Speaker
9:30 - 10:00 Second Stage Compliance

Trust, Verified

The Infrastructure of Prevention: Fraud is shifting from brute force to persuasion—social engineering, account takeovers, and synthetic IDs across banking, lending, and wealth. This session explores the modern prevention stack—ID verification, device and behavioural signals, and KYC/AML—designed to stop bad actors without adding friction that breaks approvals or the customer experience.

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    John Crum

    VP Risk Management

    Fairstone

    Speaker
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    Jose Israel Castro

    Senior Manager

    Facephi

    Speaker
10:00 - 10:30

Morning Break

10:00 - 10:30 Second Stage Fraud

The Rise of Agentic Fraud Ops

Fighting Fraud at Machine Speed: Attackers can now probe systems and adapt in real time, while most defenses still move on human timelines. This session explores “agentic fraud ops”— using AI agents to investigate alerts, connect signals, surface emerging patterns, and help teams update defenses faster—with practical examples and a framework for where agents fit in modern fraud operations.

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    Soups Ranjan

    CEO

    Sardine

    Keynote
10:30 - 11:00 Main Stage Capital

Deal Makers

The M&A Ecosystem in Canadian Finance: This panel explores the comprehensive financing environment in Canada from sponsors’ and acquirers’ perspectives. Discussion topics include public markets, strategies for raising capital, and closing transactions, offering insights into the entire deal process.

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    Cihan Tuncay

    Managing Director

    Galata Advisors

    Moderator
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    Lawrence Krimker

    CEO

    ECN Capital

    Speaker
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    David Taylor

    Founder & President

    VersaBank

    Speaker
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    Sheldon Saidakovsky

    Founder & CFO

    Propel Holdings

    Speaker
10:30 - 11:00 Second Stage Payments

The Battle of the Rails

Stablecoins vs Real-Time Payments: Will Canada’s Real-Time Rail define the 24-hour economy, or will tokenised money become the preferred settlement layer? This debate focuses on liquidity economics, compliance programmability, cross-border efficiency, and finality.

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    Mena Bellofiore

    Partner

    Blakes

    Moderator
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    Avinash Chidambaram

    CEO

    Cybrid

    Speaker
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    Kevin Zhang

    CEO

    Loon Finance

    Speaker
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    Brian Ford

    VP, Business Solutions

    ATB

    Speaker
11:00 - 11:30 Main Stage Banking

Partnership Behind the Product

How Fintech Programs Get Off the Ground: Behind every successful card, lending, deposit or payments program is a complex partnership between fintechs, banks and infrastructure providers. This session explores how products actually get launched and scaled, from sponsorship and compliance to operations, economics and long-term program management.

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    Pamela Draper

    President

    Digital Commerce Bank

    Speaker
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    Jason Young

    Chief Legal Officer

    Peoples Group

    Speaker
11:00 - 11:30 Second Stage Banking

Banking, Disguised

Embedded Finance and the Fight for Distribution: Financial services increasingly appear inside platforms that are not banks. Embedded lending, cards, and payments promise scale, but margins compress and ownership blurs. Who owns the customer? Who carries the risk? And does embedded finance create distribution leverage or channel conflict?

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    Derek Szeto

    CEO

    Walnut

    Speaker
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    Scott Elliot

    CEO

    Slate

    Speaker
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    Simon Bourgeois

    CEO

    Nmbr

    Speaker
11:30 - 12:00 Main Stage Lending

Preparing for the Downturn

When the Consumer Starts to Crack: Delinquencies are rising across credit cards and consumer loan portfolios, and lenders are shifting from growth mode to defence. This panel examines what’s driving the uptick, which segments are flashing first, and how leading teams are adjusting underwriting, limits, and pricing—plus what “modern” collections and loss-mitigation looks like before the cycle turns.

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    Brent Reynolds

    CEO | Founder

    Payson

    Moderator
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    Eric Walker

    VP, Retail Risk Credit Strategy

    RBC

    Speaker
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    Richard Goyder

    Chief Credit Risk Officer

    Neo Financial

    Speaker
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    Jeanot Dawson

    CEO

    Karoo

    Speaker
11:30 - 12:00 Second Stage AI

The Automated Bank

Scaling Customer Experience with AI and Workflow Automation: Banks are using AI to deliver faster, more personalized service at scale—while keeping cost-to-serve under control. This panel looks at what’s working in production across onboarding, servicing, proactive financial health, and segment-specific journeys, and how teams measure impact (NPS, containment, conversion, churn) without compromising trust or compliance.

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    Andras Lazar

    SVP & Head of Everyday Banking

    BMO

    Speaker
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    Geoff Finnie

    VP, Head of Health & Travel

    Manulife

    Speaker
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    Gum Fa Ng

    Vice President

    Symcor

    Speaker
12:00 - 1:00

Network Lunch

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    Sponsored by Securian Canada

1:00 - 1:30 Main Stage Banking

Next-Gen Digital Banking

Fireside Chat: In this fireside chat, Tangerine’s CEO will share her perspective on the future of banking a year into her tenure as CEO of the bank. The conversation will cover changing customer expectations, where innovation is reshaping the industry, and how banks can balance speed, simplicity, and trust in the years ahead.

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    Terri-lee Weeks

    President & CEO

    Tangerine

    Keynote
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    Claire Brownell

    Reporter

    The Logic

    Moderator
1:30 - 2:00 Main Stage Banking

From Data to Action

Closing the Execution Gap: Financial institutions have invested heavily in data, analytics, and AI—but turning insight into timely customer action is still hard. This panel looks at what’s blocking real-world execution (tech, compliance, operating models) and what’s working across personalization, acquisition, cross-sell, and engagement.

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    Johnathan Bant

    Managing Director

    Naehas

    Moderator
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    Michaela Garfield

    VP, Growth

    President’s Choice Financial

    Speaker
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    John Wang

    Global Digital Banking

    Deloitte

    Speaker
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    Matthew Bennett

    Director & Head of Growth

    Tangerine

    Speaker
1:30 - 2:00 Second Stage Wealth

Why AI Hasn’t Managed Your Money Yet

AI is everywhere… except in retail wealth: Consumers trust AI for search, writing, and service, but most still rely on familiar models for investing and advice. This panel explores what’s really slowing adoption – accountability, regulation, data and integration, and the bar for proving better outcomes – and what “responsible” AI in portfolio management could look like next.

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    Salim Naran

    President, Growth Portfolio

    Questrade

    Speaker
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    Braden Dennis

    CEO

    Fiscal AI

    Speaker
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    Andrew Peak

    CEO

    Tilt

    Speaker
2:00 - 2:30 Main Stage Banking

Credit Union at Scale

How Servus is Modernizing Member Banking: Servus Credit Union operates at major-institution scale, but with a cooperative, member-first mandate. In this interview, we’ll dig into how a leading Canadian credit union is approaching digital transformation, core technology decisions, fintech partnerships, lending and deposit strategy in a higher-rate world, and what “competing with banks” looks like while staying true to the credit union model

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    Ian Burns

    President | CEO

    Servus Credit Union

    Keynote
3:00 - 3:30

EQ Finance Awards

The CLA is proud to present the 2026 EQ Bank Finance Awards: Executives and thought leaders who think outside the box to develop and foster innovative concepts and strategies that help advance lending and finance in Canada. Nominate close on April 26th. Nominate candidates here: https://www.canadianlenders.org/awards/

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    EQ Bank

    Sponsored by EQ Bank

4:00 - 6:00

Can I Buy You a Drink?

Cocktail reception & networking: Hunt down that last meeting, close your final deal, and then grab a drink to catchup with old colleagues and new!

Attending this event?

Join 500+ finance leaders. Let your professional network know you are staying at the forefront of the industry by attending 2026 Canadian Finance Summit in Toronto.

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Details

Date

May 28th, 2026

Time

8:00 AM - 6:00 PM

Venue

The Quay, 100 Queens Quay E 3rd Floor, Toronto, Ontario

Limited Seats

From CAD 550.00