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Canada’s #1 fintech conference

2025 Canadian Finance Summit

June 2nd, 2025 | The Quay, Toronto, Ontario
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About This Event

Join us at the
2025 Canadian Finance Summit

On June 2nd, 2025, discover how next-gen FIs are partnering with fintech to accelerate innovation across all sectors.

Join over 600 banks, credit unions and fintechs in our networking hall building partnerships. The expert panels will take a deep dive into BaaS, AI, Risk, Fraud, InsurTech and much more. (See last year’s sold out event.)

Featured Speakers

Michael Garrity Chairperson
The Hon. Victor Fedeli Minister of Economic Development, Job Creation and Trade
Rob Khazzam CEO | Founder
John Landry CEO
Wayne Pommen Chief Revenue Officer
Dan Park CEO
Hanna Zaidi VP, Payments Strategy & CCO
Pamela Draper President
Mona Afzal Global Director | Head Enterprise Growth
Janet Lin SVP | CIO
Scott Wood CEO
Timothy Morris Chief Banking Officer
Taryn Mason Head of Strategy
Darren Lorimer Group Head of Commercial Banking | CLA Board Member

Sponsors

Agenda

8:00am - 6:00 pm

8:30 - 9:00

Breakfast & Registration

Grab your lanyard and a coffee and start networking!

Don’t forget to download the Finance Events mobile app to book meetings with other attendees in the networking room. The CLA will donate $25 for every meeting to Sinai Health Foundation.

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    Sponsored by Co-operators

8:00 - 9:00

Breakfast Networking

10:30 - 11:10

Morning Schmooze

10:40 - 11:10

Workshop: Why Embedded Insurance is Having a Moment

Embedded creditor protection for Canadian borrowers is the focus of this session. Learn how lenders use embedded finance to build resilience and borrower trust.

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    Jil Macdonald

    COO

    Walnut

    Moderator
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    Mike Titkov

    Investor

    Telus

    Moderator
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    Hanif Joshaghani

    Founder | CEO

    Symend

    Moderator
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    Daniel Shain

    VP Head of Product

    Fig

    Moderator
11:10 - 11:30

The New Bankers Playbook: Room to Grow

Alternative lending strategies for underserved Canadians are core to Fairstone Bank’s growth. Discover how a Schedule I bank charter and AI drive its success.

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    Gary Schwartz

    President | CEO

    Canadian Lenders Association

    Moderator
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    Scott Wood

    CEO

    Fairstone Bank

    Speaker
11:30 - 12:00

Speed Limits: Balancing Marketing Automation with Compliance

Balancing fintech growth and regulatory governance is critical as compliance costs rise. Learn how Canadian firms use AI and RegTech to scale safely in 2026.

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    Steve Dobrenski

    Head of Sales

    Naehas

    Moderator
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    Mark Mountan

    Managing Principal

    Capco

    Speaker
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    Lipika Sahoo

    AVP Marketing

    TD

    Speaker
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    Larry Jacobs

    VP Marketing

    RBC

    Speaker
12:00 - 1:00

Networking Lunch

1:00 - 1:30

Victor Fedeli: On Trump & Trade

Ontario economic and trade strategy: Minister Victor Fedeli unpacks the province’s billion-dollar response to U.S. tariffs and the push for interprovincial trade.

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    The Hon. Victor Fedeli

    Minister of Economic Development, Job Creation and Trade

    Government of Ontario

    Speaker
1:30 - 2:00

Affinity and Beyond: Rewards and Loyalty Programs

Evolving loyalty programs through embedded finance is the future of engagement. Learn how personalization and fintech are reshaping rewards in this expert panel.

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    Rob Daniel

    EVP

    Bond Brand Loyalty

    Moderator
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    Timothy Morris

    Chief Banking Officer

    Neo Financial

    Speaker
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    Nurin Thawer

    VP, Business Enablement & Chief of Staff at AIR MILES

    BMO

    Speaker
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    Donna Lue-Atkinson

    VP Loyalty & Partnerships

    Scotiabank

    Speaker
2:00 - 2:30

Embedding Finance: Auto, Home and Travel

Integrating embedded lending into consumer journeys is transforming high-value retail. Learn how to remove friction and automate credit at the point of sale.

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    Sean Martin

    Managing Director, Head of Financial Inst. & FinTech

    Raymond James

    Moderator
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    Dan Park

    CEO

    Clutch

    Speaker
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    Michael Garrity

    Chairperson

    Financeit

    Speaker
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    Denise Heffron

    Managing Director

    FlexPay

    Speaker
2:30 - 3:30

Afternoon Networking

2:45 - 3:30

Discussion: Post-Election Pulse

Explore the impact of Carney federal election financial policy on Canada’s markets. This expert analysis covers fiscal shifts for lenders and investors.

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    Alexis Levine

    Partner

    Blakes

    Speaker
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    Matt Barnes

    Principal

    Navigator

    Speaker
3:30 - 4:00

Stablecoins: Still Hype or Finally Here?

The role of stablecoins in global payments is moving from theory to reality. Discover how digital assets are bridging the gap with traditional finance rails.

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    Lori Stein

    Partner, Fintech, Securities Regulatory & Investment Products

    McCarthy Tétrault

    Moderator
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    Lucas Matheson

    CEO

    Coinbase Canada

    Speaker
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    Eric Richmond

    GC & Head of Business Development

    Shakepay

    Speaker
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    Alex Mcdougall

    CEO Founder

    Stablecorp

    Speaker
4:00 - 4:30

Are Fintechs Winning Canada’s Business Banking Race?

Winning the small business banking race requires more than legacy trust. Discover how Canadian fintechs use AI and integrated platforms to outpace traditional banks.

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    Tal Schwartz

    General Partner

    North Exit Ventures

    Moderator
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    Rob Khazzam

    CEO | Founder

    Float

    Speaker
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    Oliver Takach

    CEO | Founder

    KEEP

    Speaker
4:30 - 4:45

EQ Bank Finance Awards

  • Executive of the Year
  • Risk Officer of the Year
  • Auto Finance Award
  • SMB Finance Award
  • Consumer Finance Award
  • Real-Estate Finance Award
  • New-to-Canada Finance Award
  • Equipment Finance Award
  • Sustainable Finance Award

5:00 - 6:00

Can I Buy You a Drink?

After-Summit drinks.

9:00 - 9:30

Fueling Fintechs: The Hidden Opportunity for Canadian Banks

Strategic fintech and sponsor banking partnerships are transforming the industry. Learn how Canadian banks use B-a-a-S to power card issuing and grow revenue.

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    Kevin Carmichael

    Editor-at-Large

    The Logic

    Moderator
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    Pamela Draper

    President

    Digital Commerce Bank

    Speaker
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    William Keliehor

    CCO

    Peoples Group

    Speaker
9:30 - 10:00

David Becoming Goliath: How Questrade and Wealthsimple are Reinventing Banking

Reshaping the Canadian banking landscape is a strategic priority for Questrade and Wealthsimple. Learn how they use tech-forward models to challenge the Big Five.

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    Parna Sabet-Stephenson

    Leader of Financial Services & Technology

    Gowlings

    Moderator
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    Hanna Zaidi

    VP, Payments Strategy & CCO

    Wealthsimple

    Speaker
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    Taryn Mason

    Head of Strategy

    Questrade

    Speaker
10:00 - 10:30

Beyond Buzz: AI Use-Cases in Banking & Payments

High-impact AI use cases in finance are moving beyond buzzwords. Explore how Canadian leaders use agentic AI for payments, liquidity, and fraud prevention.

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    Thomas Purves

    Principal, Financial Services

    Lahave

    Moderator
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    Rob Dunlap

    Head | Product Innovation

    Zafin

    Speaker
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    Simon Sun

    Banking and Insurance Lead

    SAS Canada

    Speaker
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    Janet Lin

    SVP | CIO

    EQ Bank

    Speaker

Details

Date

June 2nd, 2025

Time

8:00 AM - 6:00 PM

Venue

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