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.) 12 minute walk from Union Station
Featured Speakers
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Michael Garrity
Chairperson
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Victor Fedeli
Minister of Economic Development, Job Creation and Trade
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Rob Khazzam
CEO | Founder
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John Landry
CEO
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Wayne Pommen
Chief Revenue Officer
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Dan Park
CEO
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Hanna Zaidi
VP, Payments Strategy & CCO
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Tracy Graf
CEO
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Pamela Draper
President
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Mona Afzal
Global Director | Head Enterprise Growth
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Janet Lin
SVP | CIO
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Scott Wood
CEO
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Timothy Morris
Chief Banking Officer
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Rob Galaski
Chief Banking Officer
Sponsors
Draft Agenda
8:00am - 6:00 pm
Non-Stop Networking
Download the event app and book meeting at the high tops throughout the day. Simply book a 20 minute time slot and you will be allocated an available table number. Speak to our network concierge anytime.
The CLA will donate $25 for every meeting to the Sinai Health Foundation. The top 5 power networkers will win incredible LEGO® buildings and racing cars at the end of the day.
Breakfast Networking
Powering Fintechs: The Hidden Opportunity for Canadian Banks
Behind every fintech card and payment app is a sponsor bank powering the rails. This panel explores how Canadian banks can unlock growth by supporting fintech card issuing, embedded payments, and sponsor banking relationships — instead of just competing with them.
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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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John Landry
CEO
Peoples Group
Speaker
How David Became Goliath: How Questrade & Wealthsimple Reinvented Wealth Management
Once scrappy challengers, Questrade and Wealthsimple have reshaped Canada’s wealth landscape. Hear how they broke through, scaled up, and forced incumbents to rethink the rules.
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Hanna Zaidi
VP, Payments Strategy & CCO
Wealthsimple
Speaker
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Rob Galaski
Chief Banking Officer
Questrade
Speaker
Not Just Hype: AI Use-Cases in Banking & Payments
Forget the buzzwords — where is AI actually delivering results in Canadian finance? Join this panel to explore practical, high-impact applications transforming banking and payments today.
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Simon Sun
Banking and Insurance Lead
SAS Canada
Speaker
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Janet Lin
SVP | CIO
EQ Bank
Speaker
Morning Schmooze
Rewriting the Bankers Playbook: Where Santander and Fairstone see Room to Grow
Banking giants Santander and Fairstone pull back the curtain on their growth strategies. Learn how they’re rewriting the playbook to stay competitive in a shifting financial world.
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Tracy Graf
CEO
Santander
Speaker
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Scott Wood
CEO
Fairstone Bank
Speaker
Growth vs. Governance: Balancing Marketing Automation with Compliance
As marketing teams race to automate, compliance pressures loom large. This panel unpacks how fintechs and banks walk the tightrope between speed and regulatory responsibility.
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Mark Mountan
Managing Principal
Capco
Moderator
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Mona Afzal
Global Director | Head Enterprise Growth
Scotiabank
Speaker
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Steve Dobrenski
Head of Sales
Naehas
Speaker
Networking Lunch
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Sponsored by Securian Canada
Victor Fedeli on Navigating the Trade War
Ontario Minister Victor Fedeli has been at the forefront of Canada’s trade negotiations with the Trump administration, shaping an inter-provincial strategy. In this keynote, Fedeli offers insider insights on what’s at stake for Canadian financial institutions and where the trade winds are blowing next.
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Victor Fedeli
Minister of Economic Development, Job Creation and Trade
Government of Ontario
Keynote
Affinity and Beyond: Rewards and Loyalty Programs
Loyalty programs are evolving beyond points and discounts. This panel explores how personalization, gamification, and embedded financial benefits are reshaping customer rewards and engagement.
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Timothy Morris
Chief Banking Officer
Neo Financial
Embedded Finance: How Lenders Have Changed the Way We Buy
Embedded lending is reshaping the consumer journey, from checkout to credit. This session dives into how lenders integrate financing into everyday purchases — and what’s next.
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Dan Park
CEO
Clutch
Speaker
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Michael Garrity
Chairperson
Financeit
Speaker
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Wayne Pommen
Chief Revenue Officer
Affirm
Speaker
Afternoon Networking
Stablecoins: Still Hype or Finally Here?
Stablecoins promised to bridge crypto and traditional finance, but where do they stand today? This panel debates whether they’re ready for prime time — or still stuck in theory.
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Lucas Matheson
Country Director
Coinbase
Speaker
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Eric Richmond
GC & Head of Business Development
Shakepay
Building a Consumer Finance Platform
What does it take to build a winning consumer finance platform in Canada? Executives share behind-the-scenes lessons on scaling, product design, and customer trust.
Are Fintechs Winning Canada’s Business Banking Race?
Small businesses are demanding more from their financial providers — and fintechs are answering. This panel examines whether fintech challengers are pulling ahead in Canada’s business banking market.
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Rob Khazzam
CEO | Founder
Float
Speaker
Can I Buy You a Drink?
After-Summit drinks.
Details
Date
June 2nd, 2025
Time
8:00 am – 6:00 pm
Venue
The Quay, 100 Queens Quay E 3rd Floor, Toronto, ON M5E 1V3
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