CFP®, CLU®, FEA, TEP
CEO & Senior Financial Planner
Julia leads Spring Planning, an advice-only financial planning firm with offices across the country. She's worked in financial services for more than 20 years, gathering multiple designations and taking on roles that spanned from the trade desk to advisory and into leadership. She's the author of several books on finance, business, and leadership, and is contemplating several more. A member of Advocis, Julia is also the VP of the Financial Planning Association of Canada, a mentor with Young Women in Business, and a volunteer with Junior Achievement.
Steven W. Shepherd
Director, Portfolio Manager
Global Multi-Asset Team
BMO Asset Management Inc.
With over 25 years in the mutual fund and investments industry, Steven is currently a senior portfolio manager focused primarily on BMO's fund of fund and fund of ETF solutions. Steven is a graduate of the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charter holder.
CDFA, RRC®, CFP®
Tayler Insurance & Estate Planning
Taivi, an Advocis member, has been in the financial services industry for over 20 years. She specializes in estate planning and risk management solutions that are integrated into comprehensive wealth management concepts. Tax minimization is at the forefront of every client relationship while developing suitable retirement and financial planning strategies. Her primary focus is client financial literacy and she uses simple illustrations to teach retirees, business owners and high-income earners how to recognize current and future financial challenges while demonstrating that they have choice in how to better manage their wealth.
LLB, TEP, FEA
Vice-President, Planning Services
Glenn joined the PPI Financial Group in 2004. He is now Vice-President, Planning Services for PPI Advisory, where he provides tax and legal support to PPI Associates across Canada. Glenn has lectured and written extensively on the subjects of estate planning, taxation and life insurance. A member of Advocis and CALU, Glenn is an editor of CLU Comment and a regular columnist for FORUM magazine. He is also the author of the book Estate Planning with Life Insurance, the seventh edition of which was published by Wolters Kluwer CCH in 2019. Glenn is a member of the Society for Trust and Estate Practitioners, the Canadian Tax Foundation and the Institute for Family Enterprise Advisors.
B.Ed., M.A., C.P.C.C.
Leadership Development Coach/Trainer,
President & CEO,
The Emotional Intelligence Training Company Inc.
David Cory founded The Emotional Intelligence Training Company Inc. (EITC) in 1998, one of the first companies to offer leadership development assessment, training, and coaching based on the concept of emotional intelligence. In the course of his work with leaders around the world, David has been under armed guard in Nigeria, hosted by the Sultan of Brunei, been chased by an elephant in Zambia, kicked out of a restricted area in Saudi Arabia, and created an emotional intelligence skills development course for the entire nation of Botswana – a first in the world. David has spoken at national and international conferences around the world for the past 20 years including the role of Closing Key Note Speaker at the Asia HRD Congress three times.