Many good ideas were presented and could be discussed in my organization.  
- Senior Business Intelligence Specialist
Transport Canada

Fintech Risk and Opportunities Canada Summit

A Canadian-Focused Lens on Addressing Risk and Opportunities in the Tech-Fueled Transformation in Financial Services

June 5 - 6, 2018  ·  Toronto, Ontario
Day Two Program Agenda: Wednesday, June 6, 2018
8:00 - 9:00        Continental Breakfast
9:00 - 9:10
Opening Remarks from the Chair
Anita Ghosh, Head, Human Centric Design, BMO Financial Group
9:10 - 10:10
Driving Growth in the Canadian Fintech Sector
Dave Nugent, Head of Investments, Wealthsimple
  • Alternative investing options
  • What can regulators and policymakers do to help drive growth
  • Opinion: What are risk considerations for a customer-based fintech?
10:10 - 10:30        Networking Break
10:30 - 11:30
Meeting Customers Where They Are
Anita Ghosh, Head, Human Centric Design, BMO Financial Group
  • Establishing an HCD practice (tools, capabilities) as a vehicle to meeting customers where they're at while enabling emerging technology
  • Beyond HCD practice, how we're sparking a movement and influencing a cultural mindset shift towards thinking like a customers, bringing a human-lens to all experiences, interactions, products and technology at BMO
  • Making HCD real at a large organization leading with desirability, getting to the balanced breakthrough; measurable value via customer centered metrics
11:30 - 12:30
Fintech and Competition in Financial Services
Leila Wright, Associate Deputy Commissioner, Competition Bureau of Canada
  • Fintech market study findings
  • Retail payments and the retail payments system
  • Lending and equity crowdfunding
  • Investment dealing and advice
  • Global reactions to fintech innovation
  • Recommendations for regulators and policymakers
12:30 - 1:45        Luncheon Break
1:45 - 2:45
Modernizing Regulation to Support Fintech Innovation and Address Risks
Moad Fahmi, Director, Fintech Innovation, Autorité des marchés financiers
  • Fostering trust: analyzing our environment to build regulatory capacity
  • An opportunity to build open approaches to policy-making and move towards faster regulatory development iterations
  • From Fintech to Regtech to Suptech: Using Innovation and technologies internally to deepen our understanding through hands-on experimentation and to increase efficiency
  • The importance of partnerships and networks to understand risks and improve communication
2:45 - 3:00        Networking Break
3:00 - 4:00
Payments Innovation in Canada
Antoinette Leung, Director, Modernization, Payments Canada
  • Promoting innovation by providing more flexibility and security and richer data
  • Hear about the Vision for Canada's Payment Ecosystem report
  • Modernising Canada's payments systems, rules and standards to support the evolving needs and expectations of market participants
  • Working with industry to develop a roadmap for this "vision"
  • Findings to date
4:00        End of Day Two



Change is here - it arrived fast and furious. Digital technologies are disrupting the way banks do business and most importantly, changing customer expectations. To stay competitive, you need a strategy.

Infonex's Fintech Risks and Opportunities Canada will address the risks and opportunities to both legacy players and newcomers. You will hear from fintech industry leaders and traditional banking, insurance, and credit union leaders and explore the different approaches to capitalizing on fintechs potential: collaboration, acquisitions, and/or in-house innovation labs. You will also do the less-fun work of assessing the unrealized risks associated with digital transformation. What to consider for your risk assessments across the enterprise?

Our faculty will also examine the regulatory approaches to fintech, in particular how regulators will balance being a partner in maintaining an environment of entrepreneurship - which is necessary for financial services organizations to thrive - with the risk and governance priorities essential for stability. What will regulators do to ensure fairness between the different business models?

Traditional banking powerhouses are revisiting their business models and adopting new technologies. Start-up companies are nimble enough to quickly build platforms for online services, lower fees, and cheaper transfers. Digital transformation is expensive for both traditional organizations and venture start-ups - don't proceed blindly.

Attend Fintech Risk and Opportunities Canada and walk away with strategies for mitigating risks, meeting regulatory compliance, and evaluating options between partnering, and building in-house capacity. Register today!

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