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FINANCIAL SERVICES MARKETING LEADERS DRIVING GROWTH IN 2026

Welcome to the 16th Annual Digital Marketing for Financial Services (DMFS) Canada Summit.

  • DMFS is a series of market-leading conferenceshosted across North American locations in Toronto, Charlotte, New York, and Chicago.
  • Our events are designed specifically to cater to the unique challenges facing the financial services industry.
  • They are attended by senior practitioners from large enterprises and smaller regional brands across the broad range of financial services, includingbanks, credit unions, insurance, wealth and investment management, lending, cards and payments services, as well as fintech.
  • Our mission is to support and empower marketing and digital leaders to make sense of fast-paced technological changeand shifting consumer trends.
  • Join us to uncover key insights and translate them into a robust business strategy that will drive growth and customer loyalty in the modern world.
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TOP 3 REASONS TO ATTEND

1

Gain actionable insights on how to stand out and grow in a crowded market  

  • Discover case studies and transformation journeys on how to optimize your campaigns, value proposition, resources, and ROI.
  • Unpack technology trends and hype to position your tech and marketing ecosystem to solve tomorrow’s challenges.
  • Incorporate best practices on how to empower your teams with tools, knowledge, and skills to focus on creativity and revenue-generating activities.

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2

Build relationships with the most engaged and influential thought leaders in the industry

  • Meet accomplished marketing leaders from household financial brands, including JPMorgan Chase, TD Bank, Questrade Financial Group, and many more.
  • Make purposeful connections through thematic roundtable discussions, industry-specific breakouts, C-level closed-door sessions, one-to-one meetings, and networking.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

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3

Discover potential partners to take your business to the next level 

  • Identify which innovative technology solutionswill accelerate your organization’s digital marketing capabilities.
  • Analyze the vendor landscape with your peers to separate hype from value-adding offerings. 
  • Adopt best practices on sourcing and working with partnersto achieve sustained growth.

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Unlock the DMFS Canada Post-Event Report

Learn how Canada’s leading financial services marketers turn digital strategy, customer experience, and data into measurable, real-world impact.

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NETWORK WITH THE TOP FINANCIAL MARKETING LEADERS ACROSS CANADA

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. The 16th Annual DMFS Canada Summit is part of our exclusive series of Digital Marketing for Financial Services events. Each DMFS conference is curated to deliver innovative insights, valuable networking, and professional development opportunities!

  • Harness insights from a network of 15,000+ financial and digital marketing leaders across North America.
  • Engage with innovators and early adopters of cutting-edge financial marketing tools.
  • Immerse yourself in an interactive event that supercharges your marketing journey.
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
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JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the DMFS Canada Summit!

We deliberately design the program to encourage you to build relationships with like-minded industry peers. Our onsite conference experience and immersive event platform allow you to network in small working groups, peer-led breakouts, roundtables, and much more!

Arrive solo but leave with new friends as part of the DMFS community.

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DISCOVER TORONTO!

No matter what floats your boat – sports, arts and culture, shopping, food and drinks or simply people watching – Toronto won’t let you (or your spouse) down!

Here are some ideas to get you started:

Entertainment & Night Life

Enjoy the bustling entertainment district featuring Broadway musicals and plays, or go to the internationally acclaimed Roy Thomson Hall to catch one of the 350 concerts that take place there each year.

Attractions

From the CN Tower and Ripley’s Aquarium near the lake to Casa Loma in the Annex, Toronto has a variety of famous attractions. Get a Toronto CityPass to save money, avoid ticket lines and take in the local sights.

Restaurants

Toronto has a vibrant food scene offering a diverse selection of tasty flavours. From hole-in-the-wall joints to luxurious tasting menus, Toronto is a food lover’s dream city.

Sports

Home to the Blue Jays, Raptors, Argonauts and Maple Leafs, there is something for every sports fan in Toronto. Watch a game at the Rogers Centre, Scotiabank Arena or at one of the many sports bars across the city.

Arts & Culture

With 29 museums in Toronto and 21 top art galleries, you can spend days enjoying the arts scene. Start your visit at the ROM or the AGO and finish up at the Ontario Science Centre or the Hockey Hall of Fame.

THE VENUE

Hyatt Regency Toronto

Discover the excitement of Downtown Toronto’s Entertainment District, steps from the business and financial district and all that makes the city a vibrant destination. With easy access to the Metro Toronto Convention Centre, you can also explore the CN Tower, Rogers Centre, Royal Ontario Museum, and Princess of Wales Theatre. Enjoy the fashionable shopping and dining scene within walking distance of our hotel. At the Hyatt Regency, you are immersed in the creative urban energy of Toronto.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking:Onsite social activities for conference attendees and speakers.
  • Dining Experience:Dine at King Street Social Kitchen: Offering breakfast and dinner menus and a la carte lunch, King Street Social Kitchen is a great place to enjoy a satisfying meal during your stay at Hyatt Regency Toronto.
  • Accommodations:Our sophisticated hotel suites and rooms in downtown Toronto offer spectacular views of the city and high-end amenities to provide a luxurious and comfortable stay. Carefully designed for the modern traveler, our accommodations come with complimentary Wi-Fi, access to our seasonal rooftop pool and delicious dining options.
  • Convenience:Discover downtown Toronto and its Entertainment District when you stay at Hyatt Regency Toronto, just steps from the business and financial district and all that makes the city vibrant. Near the Metro Toronto Convention Centre, Rogers Centre, the CN Tower, the Princess of Wales Theatre and more, you can enjoy the culture, shopping and restaurant scenes easily.

TO RESERVE

Strategy Institute does not have a room block with the venue hotel. Please contact the hotel directly for rates.

Hyatt Regency yatt RegencyToronto
370 King Street West, Toronto ON M5V 1J9

(416) 343-1234

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

 

YOUR 2026 DMFS CANADA SUMMIT TEAM

FREQUENTLY ASKED QUESTIONS

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 

When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

Is there parking?

Yes, contact our customer care team for more details at customercare@strategyinstitute.com

 

I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com so they can liaise with the venue to ensure you are taken care of.

 

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

 

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and run through a rehearsal of your presentation.

 

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager, and bring a back-up copy on a USB stick.

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at customercare@strategyinstitute.com

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 

I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day 1. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at customercare@strategyinstitute.com so they can connect you to the event manager.

 

When will I know my booth number?

You will receive this one week before the event, from your event manager.

 

I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.

 

EVENT

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 

When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

Is there parking?

Yes, contact our customer care team for more details at customercare@strategyinstitute.com

 

I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com so they can liaise with the venue to ensure you are taken care of.

 

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

 

SPEAKERS

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and run through a rehearsal of your presentation.

 

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager, and bring a back-up copy on a USB stick.

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 

PAYMENT

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at customercare@strategyinstitute.com

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 

I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 

SPONSORS

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day 1. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at customercare@strategyinstitute.com so they can connect you to the event manager.

 

When will I know my booth number?

You will receive this one week before the event, from your event manager.

 

I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.