Advisor Summit
June 15–17, 2026 | Humaniti
Itinerary
Monday, June 15th
| 4:00 PM | Check-in at Humaniti (340 Rue De la Gauchetière O, Montreal, Quebec) |
| 6:30 PM | Welcome Dinner at Gibbys (298 Place d'Youville Montreal, Quebec) |
Tuesday, June 16th
| 8:30 - 9:00 AM | Breakfast at Humaniti (Hemisphere 3) |
| 9:00 AM - 2:30 PM | Business Meeting and Lunch at Humaniti (Hemisphere 3) |
| 6:30 PM | Dinner TBA |
Wednesday, June 17th
| 12:00 PM | Departures |
Speaking at NEXUS
Learn about our amazing NEXUS line-up of speakers and panelists
Andrew Fink
CFP
President
HUB Financial Inc.
CFP
President
HUB Financial Inc.
Aly Damji
President
HUB Capital Inc.
President
HUB Capital Inc.
Mona Wahab-Standaert
CLU
Chief Sales Officer
HUB Financial Inc.
CLU
Chief Sales Officer
HUB Financial Inc.
Emile McLean
AVP, Business Development, Growth & Go-to-Market, Individual Insurance
Manulife
AVP, Business Development, Growth & Go-to-Market, Individual Insurance
Manulife
Cory Greenspan
President
Rockfield Financial Inc.
President
Rockfield Financial Inc.
Bryan McNulty
Tax and Estate Planning Consultant, Equitable
Tax and Estate Planning Consultant, Equitable
Jansen Shrubb
MBA, CIM
Portfolio Manager
Newport Private Wealth
MBA, CIM
Portfolio Manager
Newport Private Wealth
Jean Turcotte
B.A.A., LL.B., Avocat, D.Fisc., Pl.Fin., TEP
Director, Tax, Insurance & Wealth Solutions Group
Sun Life
B.A.A., LL.B., Avocat, D.Fisc., Pl.Fin., TEP
Director, Tax, Insurance & Wealth Solutions Group
Sun Life
Romeo Vitagliano
FALU, FLMI, ACS
Senior Vice-President, Strategic Underwriting and Planning
HUB Financial Inc.
FALU, FLMI, ACS
Senior Vice-President, Strategic Underwriting and Planning
HUB Financial Inc.
Business Session Agenda
Tuesday, June 16th
| 8:30 AM – 9:00 AM | Breakfast |
| 9:00 AM – 9:45 AM | Leadership Update with Andrew Fink, Aly Damji, and Mona Wahab-Standaert |
| 9:45 AM – 10:30 AM | Application of AI in an Advisors Practice with Emile McLean |
| 10:30 AM – 10:45 AM | Break |
| 10:45 AM – 11:30 AM | Case Study with Corey Greenspan and Dylan Brown |
| 11:30 AM – 12:15 PM | Newport Private Wealth with Jansen Shrubb |
| 12:15 PM – 1:00 PM | Lunch |
| 1:00 PM – 1:45 PM | Sun Life with Jean Turcotte |
| 1:45 PM – 2:30 PM | Underwriting with Romeo Vitagliano |
Don't forget to book your flight!
Travel and hotel accommodations are covered courtesy of HUB and our Carrier Partners. Please submit
your flight itinerary for reimbursement to [email protected].
Flight Allowances:
Halifax — $800
Calgary — $1,000
Edmonton — $1,000
Vancouver — $1,200
Winnipeg — $1,000
Saskatoon — $1,200
Toronto — $900