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AdvisorConnect Technology- Redefining the Future of Advice Virtual Conference

Jul 28, 2020 12:00 PM - 04:30 PM Eastern Daylight Time
Location To Be Determined

I am excited to announce I am appearing as a panelist at Wealth Professional Canada’s AdvisorConnect Technology- Redefining the Future of Advice Virtual Conference on July 28th.

With a focus on how technology is changing the financial advice industry, this is a great conference for anyone that works in finance in Canada or wants to learn more about the technology available to make managing your money easier.

I will be appearing at 3:10pm on the Utilizing Social Media/Content Branding to Build Your Brand & Your Business panel with Mike Philbrick, of ReSolve Asset Management and Justin Castelli of RLS Wealth and Co-Founder of the The Advisor Growth Community. They are two of the best in the business and I am excited to join them to talk about my use of blogging and videos as part of my business branding.

You can register here to watch me and all the other great presentations throughout the day.

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Sam Rook

Associate Portfolio Manager & Wealth Advisor

416-842-7042 | Email me

I am a Toronto-based Associate Portfolio Manager and Wealth Advisor with RBC Dominion Securities. I help people plan, protect and invest for all their financial goals.

I have worked in wealth management for over 15 years and help business owners, foundations and high net worth families across Canada. With a strong focus on financial planning as the foundation for every part of a client’s financial life, I am committed to helping you meet your goals now and in the future.

I strongly believe that having a long term and global focus for your investment portfolio can make all the difference in helping you reach the goals that matter most to you and your family.