2016 Canadian Personal Finance Conference

November 19-20, 2016 - Toronto, Ontario


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Coming soon – get ready!


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:

Dev Basu

Dev is an entrepreneur and professional marketer who has been involved with Search Engine Optimization since 2007. He has worked with Fortune 500 brands on strategic vision, as well as growing businesses via internet marketing.

Romana King

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

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.

Dr. Deborah Nixon

Deborah launched a niche firm educating women in money management empowerment, applying the pillars of trust and engagement to provoke change in money management strategy among women and financial professionals.  This won her The International Alliance for Women World of Difference 100 Award in 2013. Her interest in helping women manage their money came out of her own life experience as a young widow. When her husband passed away at age 37, she was left her alone with a 2 year old. Without savings, a job or family, Deborah learned the hard way how scary the world of money could be.

Melissa Leong

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

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, Vice President – Digital Banking, 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.

Kevin Sandhu, Founder & CEO – Grow

A lifelong entrepreneur, Kevin started his first business at the age of eleven and has been a startup junkie ever since. After teaching himself to code at fourteen years of age, he enrolled in university on an engineering scholarship at the peak of the “dot-com boom”. His dreams of becoming a college dropout and internet millionaire soon dried up, so he switched paths and completed degrees in finance and math. After a decade-long career on Bay Street, working in investment banking and private equity, Kevin was once again bitten by the entrepreneurial bug. He founded Grow in 2014, driven by the vision to reinvent banking using data and technology.

Carlie Weinreb

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.


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







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:


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