2016 Canadian Personal Finance Conference

November 19-20, 2016 - Toronto, Ontario


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Saturday, November 19
9:00am Registration and continental breakfast
9:30am Opening remarks
9:45am Melissa Leong, National Post
10:30am Housing Panel: Rob Carrick (G&M), Romana King (MoneySense), Lauren Haw (Zoocasa)
11:15am Brent Reynolds, Capital One
12:00pm Lunch
1:00pm Michael Katchen, Wealthsimple
1:30pm #fintech demo 1
2:00pm Kerri-Lynn McAllister, RateHub.ca
2:30pm Carlie Weinreb, 8-Year-Old Tax Expert
3:00pm Networking break
3:30pm Keynote: Preet Banerjee
5:00pm Closing remarks
7:00pm Wealthsimple Afterparty (862 Richmond St W, 3rd floor)


Sunday, November 20
10:00am Continental breakfast
10:15am Opening remarks
10:30am Lesley-Anne Scorgie, Author
11:15am Dan Dickinson, EQ Bank
12:00pm Lunch
1:00pm #fintech demo 2
1:30pm Bridget Eastgaard, Money After Graduation
2:00pm Keynote: Bruce Sellery
3:00pm Closing remarks


Fireside Chat with Rob Carrick:

This year’s first 30 #CPFC16 ticket holders will get an exclusive invite to a Fireside Chat with Rob Carrick – one of the most popular conference speakers over the last four years. This event will be held at RateHub.ca headquarters on the evening of Friday, November 18th.

In this intimate and interactive discussion, participants will be encouraged to ask Rob questions and share in his extensive personal finance knowledge and decades-long career.

2016 Keynotes:


Preet Banerjee

From co-founding and organizing #CPFC12 and #CPFC13, Preet Banerjee makes his Canadian Personal Finance Conference return as our 2016 keynote speaker.

Preet inspires others to become financially empowered. Originally trained as a neuroscientist followed by a brief foray as an aspiring racecar driver before landing in the world of personal finance, Banerjee also won the Ultimate W Network Expert Search, a reality show competition, in 2009. As a result, he was named the host of Million Dollar Neighbourhood on The Oprah Winfrey Network. You’ll probably also recognize him as a financial panelist on CBC’s The National with Peter Mansbridge, along with his weekly appearances on The Morning Show on Global Television.

Bruce_SelleryBruce Sellery

Bruce is the author of two bestselling books, including Moolala: Why Smart People Do Dumb Things with Their Money (and What You Can Do About It).  He is the personal finance expert for the national lifestyle show Cityline, and has appeared on Breakfast Television, Canada AM, CNN, MSNBC and radio programs across North America. He is a regular contributor on CBC’s The Exchange, and writes advice columns for Chatelaine, Today’s Parent and Moneysense Magazine. Bruce was the host of Million Dollar Neighborhood on OWN: Oprah Winfrey Network and spent ten years with CTV’s Business News Network, anchoring from both Toronto and New York City.

2016 Speakers & Panelists:

Romana King, MoneySense Magazine

Romana is a Senior Editor and Columnist at MoneySense, a consumer publication that focuses on financial news and investment solutions. As a licensed realtor and an expert on homeowner issues, Romana writes a blog and column that addresses real estate issues on MoneySense.ca and in MoneySense magazine. Romana’s financial knowledge also expands to working with financial planners, the basics of exchange-traded funds, preliminary planning and estate issues and investment planning.

Rob Carrick, Globe & Mail

Rob Carrick has been writing about personal finance, business and economics for close to 20 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been personal finance columnist since November 1998. Rob is also the host of the Let’s Talk Investing video series, and also wrote Rob Carrick’s Guide to What’s Good, Bad and Downright Ugly in Canadian Investments Today.

Melissa Leong, Financial Post

Melissa writes about personal finance for the Financial Post. Over the last 15 years, she has covered a variety of subjects including crime, politics, terrorism and arts for the Post, the Toronto Star and The Globe and Mail. She appears regularly on CTV’s The Social as the show’s money expert and has been featured on a number of radio and television programs, including Canada AM, Newstalk 1010, the Mad Dog & Maura show on 99.9 Virgin Radio, CJAD 800, Oh So Cosmo, CKNW and CHCH’s Square Off.

Lesley-Anne Scorgie, Author and Personal Finance Expert

Lesley-Anne Scorgie’s passion for personal finance was strong well before her appearance on the Oprah Winfrey show in 2001. What started all the fuss in the first place was when she took up teaching her high school business class about investing, much to her teacher’s surprise. Since appearing on the show in 2001 called “Ordinary People, Extraordinary Wealth”, Lesley-Anne has branched out as a bestselling author, entrepreneur, renowned professional speaker, educator and popular columnist and television personality. Her area of expertise has also expanded into career navigation, entrepreneurship and women’s workplace equity and diversity issues. Today she is armed with three best-selling books, and is the founder of MeVest, a Money School for Canadians. Lesley-Anne has her BComm from University of Alberta and an MBA from Queen’s University. In 2011 Lesley-Anne won Avenue’s Top 40 Under 40 award and WXN’s Top 100 Most Powerful Women in Canada.

Dan Dickinson, EQ Bank

Dan is Vice President, Digital Banking at Equitable Bank in Toronto where he was responsible for launching EQ Bank, Equitable’s new digital-only bank. Prior to joining Equitable in 2013 he was Managing Director, Online & Mobile Banking at BMO Bank of Montreal. Throughout his 17 years of banking experience he has focused on the role of technology and electronic channels in serving the customer.

Michael Katchen, Wealthsimple

Michael is the founder and CEO of Wealthsimple, Canada’s leading digital investment advisor. Wealthsimple’s mission is to make smart investing accessible to every Canadian. Founded in 2014, Wealthsimple now serves more than 20,000 clients and was recently awarded “Best Financial Services Website in the World” at the 2016 Webby Awards. Michael has been called an “Industry Mover” by the Financial Post and a Change Agent by Canadian Business Magazine.

Carlie Weinreb, 8 Year Old Tax Expert

Carlie is the media-proclaimed 8 year old tax whiz, able to do mental math calculations well-beyond her years in addition to lecturing the income tax system. With her first lecture at 7 years old at PwC headquarters to Schulich business students, Carlie has since brought her knowledge to the University of Toronto, Queen’s University, Western University, and more, appearing on media outlets such as CBC, CTV, Globe & Mail, BNN, and many more.

Brent Reynolds, Capital One Canada

Brent Reynolds is Managing Vice President, Head of Branded Card, Decision Sciences & Digital at Capital One Canada.  Since joining Capital One in 1999, Brent has held a variety of roles in both Capital One’s U.S. and Canadian businesses.

Earlier in his career, Brent leveraged his analytical expertise at other financial services organizations, such as HSBC Canada and Heritage Union, in the areas of consumer finance and direct-to-consumer life insurance.  He has served on the Board of the Credit Scoring and Risk Strategy Association and is a member of the Canadian Bankers Association Operations Committee. Brent received his HBBA undergraduate degree from Sir Wilfrid Laurier University.

Lauren Haw, Zoocasa

Lauren is a passionate real estate investor and entrepreneur with over 10 years’ experience launching, managing, and investing in various business enterprises. Starting with her first College Pro franchise at 18 at Queen’s University, she later opened an Oxford Learning Centre before partnering to grow one of the largest mortgage brokerages in Canada.

After she began actively selling GTA real estate, Lauren was inspired by the opportunities to improve the information in the online real estate market, leading her to found Scholarhood, a site that connects families to home listings searchable by school district—the first and still only of its kind in Canada. In 2015, Lauren acquired Zoocasa and has re-launched the site and brokerage to best service Canadian online users and Zoocasa’s network of home buyers and sellers.

Bridget Eastgaard, Money After Graduation

Bridget Eastgaard is the award-winning entrepreneur behind Money After Graduation, a financial literacy website dedicated to helping 20- and 30-somethings get rich. From paying off debt to investing in the stock market, Bridget provides clear, actionable advice that will transform your finances. Since its inception in 2012, Money After Graduation has grown to receive over 3,000 visitors per day and has been featured in national print and online publications including TIME magazine, Business Insider, Macleans, MoneySense, and The Globe & Mail.

Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She was recognized as one of Alberta’s Top Young Innovators in 2016.

Kerri-Lynn McAllister, RateHub.ca

Kerri-Lynn McAllister is a digital marketing and tech expert, and a founding team member of RateHub.ca, a website that compares Canadian financial products. Based in Toronto, Kerri-Lynn is a Women in Leadership Mentor, writes for publications such as Notable.ca and TechVibes, and has appeared in The Globe and Mail, Maclean’s, and the Toronto Star.

Speaker suggestions for CPFC16 are closed. However, if you think you’d be a good fit for speaking at the conference in the future (or if you would like to request a specific speaker or topic), please contact Krystal Yee for more information. Thanks!


Please see below for a list of our valued 2015 sponsors.

2016 sponsorship spots are extremely limited and are available on a first come, first served basis. Please contact Kerri-Lynn McAllister to receive our sponsorship package, and get involved in the first and only personal finance conference in Canada!


capitalone     EQ_Bank_Logo




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About CPFC16

Welcome to the 5th Annual Canadian Personal Finance Conference!

This year’s conference is being organized by CPFC co-founder Krystal Yee, as well as RateHub.ca’s Kerri-Lynn McAllister.

CPFC16 is a two-day conference aimed at personal finance bloggers, writers, and anyone with a passion for learning more about finance.

This conference will be hosted in downtown Toronto on November 19-20, 2016. Past attendees – Canada’s top personal finance influencers – have delighted in presentations on personal finance products, content and news. This year will include Preet Banerjee as our keynote speaker, as well as financial technology demos, in addition to the amazing personal finance presentations and panels enjoyed in the past.

We’ll be making announcements about the conference agenda as we finalize details, but for now here are the key details you need to know:


Holiday Inn Toronto Bloor Yorkville
280 Bloor Street West

Queen Bed: $145
Two Double Beds: $150

Complimentary WiFi.

Click here to book a room or call 1-877-859-5897 and use booking code RHB.


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