Betsey is the SVP and Chief Marketing Officer, Canadian Banking. Betsey leads the TD marketing team across all Canadian lines of business including responsibility for the digital marketing ecosystem – real time and targeted marketing, social and content. She is a key member of the executive leadership team for each of the Business Unit and Marketing Operating Groups.
Betsey has over 25 years of experience in the financial services industry, working in the UK, Europe, US, and Canada. In each of her roles, she has been a change agent for organizations who want to achieve growth objectives through Big M marketing. She most recently spent 7 years with BMO Financial Group where she was the Chief Marketing Officer of Banking and Wealth, for all global geographies. She led the digital transformation of the marketing organization and attained No.1 in digital sales for 4 consecutive years. She also developed the BMO Wealth Management brand reaching a leadership awareness position in the industry.
Betsey established her analytical and digital marketing acumen early in her career. Firstly, as an Executive Strategy Consultant with KPMG in the UK, where she led marketing and digital strategies for FTSE 100 companies. She then joined American Express where she spent 8 years on the senior leadership team, accountable for Direct and Digital Marketing, Product and P&L management for cards, lending and insurance portfolios. Betsey has won the CMA Awards for Best Digital Financial Services Campaign and Best Media Execution for The Aviva Community Fund and Best Integrated Campaign for Business Gold Rewards.
Having two daughters, Betsey is a Diversity and Inclusion advocate and on the Board of Havergal College and Marketing Committee for Catalyst. Betsey completed her MBA at London Business School in the UK, and also has her Chartered Accountancy designation.
David Willows is Green Shield Canada’s Chief Innovation and Marketing Officer. He leads their recently developed Innovation Lab, all Product Development functions, including Pharmacy Strategy, and the traditional marketing and communications disciplines.
Prior to moving to GSC six years ago, he had spent five years as the Toronto Health and Benefits Practice Leader for Aon Consulting and then the merged Aon Hewitt organization.
Over the past 25 years, he has split his time between the insurance carrier and management consulting communities, first focused on attendance and disability management issues, but more recently managing challenges on the broader health and drug management issues facing Canadian organizations and their employees.
David is an integrated marketing and communication leader who thrives on change and innovation. Clearly, he’s at the right company. David believes a brand is only as strong as the customer’s last experience. At Economical, he leads the strategic direction for the Marketing and Communication team to ensure the brand and corporate narrative resonates – both within and beyond the company.
David holds a Bachelor of Arts in Communication from Wilfrid Laurier University (Waterloo, ON) and a post-graduate certificate in Public Relations from Humber College (Toronto, ON). He emerged early in his career as a digital communication and online PR pioneer, growing his expertise to take on roles in social business and digital marketing, working in Toronto and New York.
He passionately manages teams dedicated to delivering communication and marketing strategy, digital and content marketing, employee and broker communication, media and public relations, creative services, corporate and broker events, translation services, and specialized communication teams for demutualization and Sonnet – the digital direct brand within Economical.
David is known for his calm confidence as he thoughtfully connects the dots across the entire organization — aligning brand experience with business priorities.
Gwynne is a seasoned marketing communications professional with more than 17 years’ experience growing wealth and fintech brands.
As Vice President, Marketing Communications, Gwynne is responsible for the marketing evolution of Canada’s first and largest independent robo advisory, WealthBar Financial Services. In her role, Gwynne leads a high performing team of marketing and creative professionals who work together to achieve the firm’s aggressive growth plan.
Prior to joining WealthBar, Gwynne lead the marketing efforts for the national wealth management arm of the Canadian credit union system, Credential Financial. While at Credential, Gwynne’s portfolio included developing marketing strategies for the firm’s online and full-service brokerages, life insurance and financial planning divisions and a variety of investment products. Leading a team of marketers and creative professionals, Gwynne was responsible for the ongoing wealth marketing efforts in support of over 1,000 credit unions from across the country.
Prior to joining Credential, Gwynne spent several years in progressive marketing roles at Vancouver-based real estate investment trust, CHIP REIT, and working for fintech pioneer, Ernex Marketing Technologies, a subsidiary of RBC.
Graduating from the University of Waterloo Eric Walker worked as a Data Scientist at Capital One supporting Customer Acquisitions and Direct Response Marketing. In 2013 Eric moved to Google supporting and consulting with Canada’s top Direct Response clients. In 2015 Eric rejoined Capital One Canada as Head of Customer Acquisition Marketing.
In his role, Eric is responsible for driving new customers though digital and offline channels, marketing analytics and developing new acquisition channels. Eric oversees the execution of all acquisition marketing campaigns, media planning and acquisition marketing strategy.
Nicky Senyard is the CEO and Founder of Share Results, a performance marketing company specializing in the financial services industry. Nicky has been an influencer and leader within the affiliate space for the past 15 years, with the goals of creating contribution and growth for Share Results clients and partners. She has driven the organization to become a leading affiliate network dedicated to serving the North American financial services space and has done so through her innate ability to anticipate and innovate in line with market trends.
With over 25 years in the financial services industry, Suzzette has both a depth and a breadth of knowledge that spans a wide variety of business areas from distribution to marketing and branding.
Suzzette started on the distribution side of the business where she spent more than half of her career. Here she learned the business from the ground up by working directly with financial advisors to create their marketing plans and materials.
In 2005, Suzzette moved to the product side of the business and has progressed rapidly through increasing levels of responsibility to the SVP position she now holds. One of her biggest challenges, and biggest accomplishments, was leading the rebranding of Transamerica Life Canada to ivari in 2015. This demanding task touched all aspects of the business and clearly demonstrated Suzzette’s ability to successfully manage both the business and ivari’s people, through a complex transition.
In her current role as Senior Vice President, Marketing, Communication and Human Resources, Suzzette is able to apply her vast array of skills to leading three very active and challenging divisions of ivari.
After 9 years at Reuters managing financial data for North America, Shannon joined Rich Media in 2001 as the company began developing more complex projects in the financial industry. Shannon has her CSC designation, and has managed international projects across Toronto, UK, and Singapore. Shannon excels at translating needs and expectations into high quality, expectation-exceeding digital projects. Shannon was recently invited to speak at the CFIAT conference specifically about accessible- friendly tools in the financial industry. Her commitment to clients is even stronger than her commitment to science fiction, TV shows and movies.
JR is the CCO of Evergage, leading the Customer Success organization and post-sales operations. Prior to joining Evergage, JR headed sales and service before being promoted to CCO at Kampyle, a leading customer feedback and “voice of the customer” solution provider. Ranger was also a top executive overseeing professional services during his seven-year tenure at LivePerson, a behavior-targeted online chat company, where he helped grow revenues from $6M to $140M. JR earned his BA from the University of Massachusetts, Amherst.
Marc Ferrentino is Yext’s Chief Strategy Officer and is responsible for the company’s product development, partnerships, corporate development, and strategic initiatives. Prior to joining Yext, he was the Founder and CEO of Nomi Technologies, which was acquired in 2014.
Marc has worked as a senior executive for high-growth tech companies throughout his career, including serving as the Chief Technical Officer of SaaS at BMC Software and Chief Technical Architect for Salesforce.com. He has been active in the New York tech scene for 20 years and currently advises several startups.
Marc holds a B.S. in Electrical Engineering from the University of Michigan and has participated in Columbia University's program for M.A. in Statistics.
Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads all financial services-related activities, including strategy, product, and ISV and GTM partnerships.
Shane is a published author and award-winning speaker; his research has been recognized by leading advisor firms and top software vendors.
With over 18 years of experience in Financial Services and High Tech, Shane specializes in strategy, product management, digital platforms architecture, and managing large transformational programs.
Before joining Yext, Shane was a Global Managing Director at Accenture serving as the Global Digital Platform Head and NA Marketing As A Services (MaaS) Head.
Gloria is a Manger of the Value Consulting team at Hootsuite Inc. with specialized skills in leading social business and enterprise level solutions for the financial services sector across North America. She is an international speaker, frequent media commentator, a TedX Keynote and an Amazon.ca best-selling author. A licensed insurance agent and practicing financial broker, she earned her M.A at the University of Toronto and her B.A. from McGill University. When she's not expressing her interests through her leadership, social business, and financial literacy, you'll find her enjoying quality time with her husband Ricardo and their toddler son Keon.
Jeremy Miller is a Brand Strategist and the bestselling author of Sticky Branding. He helps ambitious teams grow their businesses and brands to the next level.
Jeremy comes by his expertise honestly. After watching his family’s business nearly hit rock bottom, he was forced to take a hard look at the way the company was run and at their industry as a whole. Jeremy realized it wasn’t his company's sales people or marketing processes that were failing, it was the brand. This insight caused him to regroup, revamp, and rebrand the business. Within a year, the company turned the corner and rocketed into growth mode. And in 2013 he sold the business.
It was this experience that compelled Jeremy to embark on a decade-long study of how companies grow recognizable, memorable brands — what he calls Sticky Brands.
One of Jeremy’s key discoveries from the research is everyone is creative, provided they’re given structure. Jeremy shows organizations of all sizes how to unlock the creative genius of teams to solve complex sales and marketing challenges. As an inspirational keynote speaker, his blend of humor, stories, and actionable ideas will inspire you to innovate and grow your business and brand from the inside out.
For more information visit www.StickyBranding.com.
Kerry-Ann has been a financial services marketer for 18 years, leading the marketing function at major financial services companies in her home country, Jamaica. A firm believer in the need to implement out-of-the-box digital marketing tactics, to drive deeper customer engagement and create the win for brands, her current role as Group Chief Marketing Officer, at JMMB, includes the overall leadership of marketing strategy development and execution, including digital marketing and customer insight management. She has an MBA in Marketing from the Robert H. Smith School of Business, University of Maryland, College Park, Maryland.
Brent Korte is senior vice president and chief marketing officer at Ameritas Life Insurance Corp. His role includes making customers and associates feel awesome about every interaction they have with Ameritas. This involves functions like marketing, digital, communications, community relations, innovation, and customer experience, just to name a few.
Before joining Ameritas, Brent spent over 20 years in the financial services industry with companies across the country including LPL Financial, BlackRock/iShares, T. Rowe Price, Principal Funds and Washington Mutual. He has won numerous industry awards in advertising and marketing communications. Brent holds his B.A. and M.B.A. from the University of Washington Foster School of Business.
Outside of work, you’ll find Brent on the board of directors for Ameritas Investment Corp., the Lincoln Chamber Economic Development Cooperation, and the Lied Center for Performing Arts.
He and his wife, Robin, live in Lincoln, Nebraska. Their son is a freshman at Purdue pursuing a major in aerospace engineering, and their 16-year-old daughter is an aspiring professional ballerina.
Justin Hoffman oversees PSA’s business development initiatives. His focus includes sales leadership, Account Executive support and recruiting, sales training and CRM technology. He also oversees the PSA Marketing Department as Chief Marketing Officer.
The majority of his career has been spent at financial services firms, managing brand development initiatives, advertising, public relations and electronic marketing. Prior to joining PSA in 2007, he led M&T Bank’s sports marketing assets, overseeing relationships with the Baltimore Ravens, Buffalo Bills and other sports franchises.
Jo Ann is an analytics translator who brings business value to advanced analytics and Machine Learning/AI. Her focus is on using an agile approach to move initiatives forward and ensure buy-in. Her experience includes: International and Canadian financial services, full spectrum of analytics from descriptive to prescriptive grounded in a business understanding. She has been a speaker at a number of Marketing and Innovation forums.
Scott Spjut is an writer and editor with more than 12 years of experience in digital marketing, editorial management and content creation. After a short stint as a journalist with aspirations of a career speaking truth to power, he has since spent his time as a content marketer. Ultimately, he still gets to tell stories—so it's all worked out. He is currently the Assistant Vice President, Social & Digital Content with Fifth Third Bank, and was previously on the agency side as part of the Omnicom network.
Peter Leijonspjuth has worked with digital solutions since 1994 starting with the digital transformation of newspapers and the last 10 years within digital banking. Peter has worked as Digital Manager at banks like Marginalen Bank, Santander Consumerbank, SEB and ICA Banken.
Steve has more than 25 years of experience in the Canadian Home & Auto insurance marketplace. From underwriting, to portfolio management, to operational roles, with organizations ranging from Chubb Insurance, to RBC Insurance, Aviva and RSA, Steve’s path has gained him a familiarity with every facet of both brokerage operations and direct insurance operations. And on top of all that, he’s worked in Toronto, Vancouver, Calgary and Waterloo, thus having the opportunity to see and work in a diverse number of settings and situations across the industry. Steve’s expertise is focused on driving change and developing unique and innovative ways to package and distribute insurance. At aha Steve is responsible for helping drive its strategic direction, develop and manage key partnerships, support the development and execution of the value proposition, and lead the team in building the unique culture that is fundamental to any start-up.
Carolyn has been engaging clients through marketing strategy and delivery in Canada and the U.S., for 20 years. She’s a seasoned marketing leader who transforms traditional marketing programs – always ensuring clients’ needs are at the core of all strategy.
Her career has an interesting blend of agency work in the not-for-profit sector and client marketing in financial services for B2C and B2B audiences. She currently leads 2 outstanding agile marketing teams who help Sun Life clients make decisions about their health and finances, digitally.
Carolyn’s energized by the evolving landscape and speed of Marketing; especially as digital tools and analytics-driven opportunities enable us to drive increasingly human, personalized dialogue with clients. She holds the recent award of 2-time Sun Life CEO Award Winner in 2016 and 2018.
Marianne has 20+ years’ experience leading Digital Marketing and eCommerce programs, focusing on integrating technology, strategy and creative that delivers business results for prominent global and Canadian brands.
Her expertise lies in transforming data and insights to optimize the customer journey across online and offline properties. She has successfully deployed and managed a variety of marketing technology tools supporting cross channel customer experience management.
Marianne is currently Director of Optimization & Personalization at CIBC.
Stewart is a seasoned digital marketer, designer, and developer, with over 20 years of experience designing and building websites and crafting online user experiences. In his role at Sprott, Stewart oversees all Sprott web properties, its mobile apps and the implementation of its marketing automation platform. With a background in music and (pre-digital) marketing, Stewart made the move online in the late nineties, initially working at a web development agency and one of the original dot coms. In 2000, Stewart started his own consultancy, where his work spanned a range of sectors including financial services, aviation, real estate, energy, government, and pharma. Always a strong advocate for both the brand and the user, Stewart's approach is to craft digital solutions that work for all.
Simon Wyse is the Senior Director of Free Credit Score Platform, Borrowell, a financial technology company that helps Canadians make great decisions about credit. Borrowell is the first company in Canada to offer credit scores for free and now helps over 900,000 Canadians. Previously, Simon has worked in various product and business management roles in Financial companies both in Canada and the UK. He holds a B.Sc in Computer Science.
Karin combines her entrepreneurial spirit with nearly 25 years of experience in business development, marketing and communications, product management and business intelligence to lead IAIC’s marketing and communications activities.
Karin has worked as a self-employed consultant in the high-tech and financial services industries and has held senior level roles in companies like Research in Motion, RDM Corporation and Manulife Financial. Karin has served and been the chairperson on several key financial services committees including: the ETA Technology Committee, NACHA ECC Communications Committee, ANSI X9B and the FSTC.
Karin holds a Bachelor of Arts degree in English from the University of Waterloo and in December 2017 earned the Chartered Marketer designation from the Canadian Marketing Association (CMA).
Courtney is a digital marketing leader, who focuses on insights driven, results oriented, growth marketing. She has pioneered digital marketing departments for a variety of large scale publicly traded companies, helping her internal business teams navigate the current environment of digital disruption.
As Director of Marketing at PayBright, a Canadian instant financing technology solution, her mission is to envision the strategic multi-year marketing vision and create new digital experiences and storytelling to accommodate the developing landscape. Courtney leverages new technology to automate systems, rearchitect data, design and innovate customer journeys and deliver industry leading marketing capabilities. Courtney's experiences combine digital marketing, design and innovation to best leverage emerging technologies and drive national growth for PayBright.
Ankita is a seasoned marketing professional with over 8 years of strategy and communication experience. She is currently the Senior Marketing Manager at Moneykey Inc. where she plays a pivotal role in building marketing strategies for customer acquisition and retention. She specializes in using data to build personalized experience for the customers. Ankita leverages new technology to automate systems, rearchitect data, design and innovate customer journeys to deliver business results.
Ankita runs a successful marketing blog and is considered among the top Martech influencers in North America. She has a bachelors in electronics engineering and a masters in Fashion management which explains her passion for technology and creativity.
Daniela is a strategic, curious and creative thinker with a passion for both the user experience and the evolving media and marketing landscape. In her current role, she leads the affiliate and display channels at Scotiabank’s Digital Factory. Daniela began her career at Scotiabank leading the first party segment strategy in addition to extracting segments for search, social and display channels. She loves sushi, dim sum and travelling, notably to South East Asia. Her favourite shows are Homeland, Friends and House of Cards. She is currently watching Game of Thrones.
Grace Mistry is the Head of Marketing, Business-to-Business (B2B) and Personal Wealth Advertising. Grace is responsible for the strategic planning, development, coordination and execution of all advertising associated with the B2B and Wealth functions across BMO Financial Group, which encompass BMO Capital Markets, North American Commercial Banking, North American Global Asset Management and Personal Wealth Management. Grace focuses on strategically incorporating advertising into marketing efforts to support relationship-driven businesses, demonstrating thought leadership, highlighting best-in-class offerings and service capabilities to target audiences in their journey.
Grace joined BMO in 2004 and is known for delivering client-centric, award-winning, data-driven journey-based B2C and B2B marketing strategies to advance the brand and achieve customer and revenue goals through a digital-first lens and traditional practices. She brings proven performance in linking corporate vision with the delivery of results through transformational leadership focused on empowerment, development and utilization of people, processes and technology.
Patrick Kehoe has over 25 years of experience delivering business solutions for document processing, customer communications, and content management. As EVP of Product Management at Messagepoint, Patrick drives product strategy and messaging in collaboration with Product Development. Prior to joining Messagepoint, Patrick was Worldwide Head of OpenText Exstream. He has managed, architected, and delivered comprehensive solutions, including BPO for customers in financial services, banking, healthcare, manufacturing, and retail/distribution markets. Patrick has an acute understanding of how to achieve results by focusing on the customer, identifying the problem, and applying the appropriate technology.
As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Experience Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs.
Stratos is data-driven in every decision. In his current role Stratos oversees digital acquisition strategy for Equitable Bank and the recently launched digital-only retail bank, EQ Bank. Stratos began his career and brings his expertise from within the media agency space developing campaign strategies from automotive to national telecom clients. And so understanding it’s a balancing act between creative thinking and analytics that has led to EQ Bank to surpass its acquisition targets year after year through paid search and social, partnerships, and display channels. On his spare time, Stratos is an avid painter and cook. He loves basketball and snowboarding with a passion, and is currently learning Spanish.
AJ co-founded Launchfire in 1999 and has since helped guide promotion strategies for their impressive list of awesome clients. What do those clients like most about him? Two things:
1. He’s always focused on driving ROI.
2. He’s a straight shooter who’s always got their best interests at heart. Even if it means he’s got to call BS from time to time!
Kristi has been working in Public Awareness at CDIC for over 10 years and manages the Corporation’s advertising campaign and marketing initiatives. Prior to joining CDIC, Kristi worked in Public Relations in the financial industry.
Kristi holds a Honours Bachelor’s degree in English from Carleton University.
Maria is the Senior Director, Marketing and Communications, for Simplii Financial, the direct banking division of CIBC.
Maria leads the brand marketing and communications strategy, and oversees direct, digital, and offline marketing for the brand. She has more than 15 years of marketing experience building Canadian and Global brands. Maria began her career in technology start-ups, and has spent the majority of her career in consumer packaged goods at Johnson & Johnson and Pfizer.
Maria has a MBA from John Molson School of Business in Montreal and a Chartered Marketer designation. Prior to her marketing career, Maria was on the national rowing team, and won an Olympic silver medal in the women’s eight.
Eric (@eric4363) is the Canadian partnership lead for Financial Services and Telecom at Pinterest, where he works with top tier brands on their Pinterest digital marketing strategy. Before Pinterest, Eric spent 10 years working client-side at TELUS and Public Mobile, most recently serving as the director of digital marketing and campaign management where he led the teams responsible for search, display, programmatic and direct marketing campaigns for TELUS’ wireless and residential lines of business. Earlier in his career, he was a management consultant at Accenture and also worked as a senior product manager for DoubleClick. Eric has an MBA from The Richard Ivey School of Business where he was the class gold medalist. He is currently saving ideas about rain jackets, basement decor for pre-teens and barbecues.
Aaron Andalman is the CSO and co-founder of Cognitiv. As a startup veteran, top CS graduate from Stanford, and PhD in Neuroscience from M.I.T., Aaron specialized in neural networks at Stanford for six years before founding Cognitiv. As a Postdoctoral Scholar, Aaron was awarded the prestigious Helen Hay Whitney Fellowship and focused on developing advanced computational microscopy methods and data analysis techniques to better understand learning and memory. In the process of earning his PhD at MIT, Aaron discovered two fundamental functions of cortical-basal ganglia neural circuits for the acquisition of new motor skills; techniques included in-vivo awake-behaving electrophysiology, localized pharmacological manipulation, light field microscopy, optogenetics, two-photon microscopy, and computational modeling with recurrent neural networks. Aaron’s research on learning in neural systems is published in several prestigious journals (Cell, Science, Nature, PNAS) and has been recognized with national and international awards and fellowships. Aaron’s academic background is complemented by his experience as an engineer at the successful startup Financial Engines.