Presenters
Presenters
Jeremy Cooper
CLU®, CEA Financial Advisor and Partner, ITI Financial Inc.
Moderator
Jeremy Cooper is a financial advisor providing holistic financial planning, including a full range of investment, tax, and insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation. He joined ITI Financial Inc. in 2007 after a storied pursuit of business and entrepreneurship. Jeremy is also licensed as an Exempt Market Dealing Representative with Accilent Capital Management and is currently pursuing his FEA (Family Enterprise Advisor) designation. An active member of Advocis and CALU, Jeremy is the former President of the Advocis Medicine Hat chapter and currently sits on the board of the Calgary Chapter.
Jackie McCann Scott
CFP®, CHS™Certified Financial Planner, Lupin Planning Group Inc.
Presenter
Jackie McCann-Scott is the founder and owner of Lupin Planning Group Inc. It is a fresh and forward-thinking financial planning practice that speaks directly to the financial decision makers running homes, business and communities while trying to enjoy every moment of the journey. With more than 15 years in financial services, Jackie still gets as excited about creating financial solutions for her clients today as she did her first day on the job. A proud member of Advocis, Jackie is a former President of the Newfoundland chapter and current Membership Chair.
Kusum Sen
CLU®, CHSTM, RIS, CII®™ Financial Planner, Desjardins Financial Security
Presenter
Kusum Sen is a Financial Planner with Desjardins Financial Security Independent Network and a seasoned insurance and investment professional, committed to expanding her knowledge base. She obtained her Chartered Life Underwriter designation and the Responsible Investment Specialist certification to address her clients’ growing interest in ESG investing. For close to three decades she has been assisting individuals, families and small business owners in achieving their financial goals. However, her passion is ensuring that all her clients consider their future care needs. This reinforces hercommitment to them, creating a lasting bond over a career of service. An active member of Advocis, Kusum is a former member of the Toronto Chapter board.
Warren Blatt
CLU®, CFP®, CHS™Financial Security Advisor, WDB + Associates
Presenter
For over a decade, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning. His prior experiences as a business owner who weathered career and life changes, and also as a husband and father, have honed his understanding of decision-making paradigms and client concerns. A highly regarded financial advisor with a particular focus on small business owners in BC, Alberta, Ontario and Quebec, Warren demonstrates keen insight into risk management and supports his clients in maintaining financial plans that are both flexible and realistic. Warren is a member of Advocis and CALU, the Conference for Advanced Life Underwriting.
Nalini Feuilloley
Head of Responsible Investment, BMO, Global Asset Management
Presenter
Nalini Feuilloley, as Head of the Responsible Investment (RI) team, covers RI strategy, education and product support in North America. Nalini previously served as Head of Canada of the UN-supported Principles for Responsible Investment (PRI), where she managed the Canadian base of institutional clients and educated the broader investment community on ESG issues and integration strategies. Prior to this, Nalini covered pension funds, endowments and foundations at BlackRock Canada, where she championed the firm’s Responsible Investment initiatives locally. She has also held positions in the UK, with Roubini Global Economics and the Gerson Lehrman Group, both alternative investment research firms supporting the buy-side. Nalini began her career with Accenture, consulting with clients in the Technology, Media and Telecom sector.