Finance and Investing

Celebrating Canada's most promising young leaders in finance and investing.

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James Rockwood

James Rockwood

CEO and Founder - CapIntel

James Rockwood

James Rockwood

CEO and Founder - CapIntel

James Rockwood is the Founder and CEO of CapIntel. Driven by a passion to create a meaningful business that could impact millions of people’s lives, James set his sights on improving the wealth management industry. Realizing how important financial goals are too many of life’s milestones, he wanted to equip advisors and their clients with the best possible tools to meet these objectives.

He founded CapIntel, a financial technology company leading the way in developing intuitive, web-based applications for financial professionals. In just two years, CapIntel’s platform has grown and now supports over 10,000 advisors and wholesalers across North America.

Outside of work, you’ll find James in the kitchen cooking, on the mats practicing Brazilin Jiu-Jitsu, at the gym doing CrossFit, running up a hill during a Spartan Race, or digging into stoic philosophy, a school of thought he puts into daily practice as CEO. James also hosts the Frontier of Finance podcast, speaking with leading asset managers about the newest funds on the market.

James began his career in Investment Banking and as an Accountant at KPMG in Toronto and Halifax. He is a certified CPA and CA.
Courtney  Cooper

Courtney Cooper

Principal - Alate Partners | CoFounder - Proptech Collective

Courtney  Cooper

Courtney Cooper

Principal - Alate Partners | CoFounder - Proptech Collective

Alexander Morsink

Alexander Morsink

CoFounder & Managing Director - Equivesto Inc.

Alexander Morsink

Alexander Morsink

CoFounder & Managing Director - Equivesto Inc.

Aleasha DeWeerdt

Aleasha DeWeerdt

Founder & CEO - Sumit Business Solutions

Aleasha DeWeerdt

Aleasha DeWeerdt

Founder & CEO - Sumit Business Solutions

Dave Mundy

Dave Mundy

Founder & President - AuditDashboard

Dave Mundy

Dave Mundy

Founder & President - AuditDashboard

Andrew Browne

Andrew Browne

Partner & Head of Business Development - Thin Air Labs

Andrew Browne

Andrew Browne

Partner & Head of Business Development - Thin Air Labs

David Frazer

David Frazer

ESG Director - Mackenzie Investments

David Frazer

David Frazer

ESG Director - Mackenzie Investments

Bilal Surahyo

Bilal Surahyo

Director of Financial Planning and Analysis - Sleep Country

Bilal Surahyo

Bilal Surahyo

Director of Financial Planning and Analysis - Sleep Country

Dr. Mohamad Sawwaf

Dr. Mohamad Sawwaf

Founder & CEO - Manzil

Dr. Mohamad Sawwaf

Dr. Mohamad Sawwaf

Founder & CEO - Manzil

Dylan Itzikowitz

Dylan Itzikowitz

Investor - Expa

Dylan Itzikowitz

Dylan Itzikowitz

Investor - Expa

Shelley Li

Shelley Li

Director - CIBC Innovation Banking

Shelley Li

Shelley Li

Director - CIBC Innovation Banking

Moien Giashi

Moien Giashi

Senior Investment Associate - GreenSky Capital

Moien Giashi

Moien Giashi

Senior Investment Associate - GreenSky Capital

Pete Cobban

Pete Cobban

Vice President - District Ventures Capital

Pete Cobban

Pete Cobban

Vice President - District Ventures Capital

Nicole Schmidt

Nicole Schmidt

Commercial Sales Manager - Insurance, Western Financial Group

Nicole Schmidt

Nicole Schmidt

Commercial Sales Manager - Insurance, Western Financial Group

Tal Schwartz

Tal Schwartz

Writer - Canadian Fintech Newsletter

Tal Schwartz

Tal Schwartz

Writer - Canadian Fintech Newsletter

Thomas Robson

Thomas Robson

Manager, Business Development - Investment Management Corporation of Ontario

Thomas Robson

Thomas Robson

Manager, Business Development - Investment Management Corporation of Ontario

Vedang Patel

Vedang Patel

Financial Service Representative - CIBC

Vedang Patel

Vedang Patel

Financial Service Representative - CIBC

Mariama  Dupuis

Mariama Dupuis

Senior Principal & Chief of Staff to the Chairman and CEO - Sagard

Mariama  Dupuis

Mariama Dupuis

Senior Principal & Chief of Staff to the Chairman and CEO - Sagard

Reni Odetoyinbo

Reni Odetoyinbo

Founder & Content Strategist - Reni The Resource

Reni Odetoyinbo

Reni Odetoyinbo

Founder & Content Strategist - Reni The Resource

Trisha Egberts

Trisha Egberts

Vice President of Finance & Operations - ThinkData Works

Trisha Egberts

Trisha Egberts

Vice President of Finance & Operations - ThinkData Works

Mike Pinkus

Mike Pinkus

CoFounder - ConnectCPA

Mike Pinkus

Mike Pinkus

CoFounder - ConnectCPA

Tope Salawudeen

Tope Salawudeen

Senior Investment Analyst - Sandpiper Ventures

Tope Salawudeen

Tope Salawudeen

Senior Investment Analyst - Sandpiper Ventures

Laura Baker

Laura Baker

Director, Institutional Equity Sales - CIBC capital markets

Laura Baker

Laura Baker

Director, Institutional Equity Sales - CIBC capital markets

Michael Dawson

Michael Dawson

Chief Financial Officer - CAAT Pension Plan

Michael Dawson

Michael Dawson

Chief Financial Officer - CAAT Pension Plan

Crystal Philips

Crystal Philips

Health Lead at Thin Air - Thin Air Labs | Chair at Branch Out - Branch Out Neurological Foundation

Crystal Philips

Crystal Philips

Health Lead at Thin Air - Thin Air Labs | Chair at Branch Out - Branch Out Neurological Foundation

Alisha Golden

Alisha Golden

Investment Associate - Techstars Toronto

Alisha Golden

Alisha Golden

Investment Associate - Techstars Toronto

Zach Justein

Zach Justein

Head of Business Development & Legal Affairs - Paycase | Business and Corporate Development - Shyft Network

Zach Justein

Zach Justein

Head of Business Development & Legal Affairs - Paycase | Business and Corporate Development - Shyft Network

Andrew Wells

Andrew Wells

Entrepreneur in Residence - Entrepreneur First

Andrew Wells

Andrew Wells

Entrepreneur in Residence - Entrepreneur First

Asha Soares

Asha Soares

Executive Director, Technology Investment Banking - CIBC

Asha Soares

Asha Soares

Executive Director, Technology Investment Banking - CIBC

Harkirat Sunner

Harkirat Sunner

Project Chair - Nishkam Seva Charitable Foundation

Harkirat Sunner

Harkirat Sunner

Project Chair - Nishkam Seva Charitable Foundation

Matthew Stein

Matthew Stein

CoFounder & General Partner - Boon Fund

Matthew Stein

Matthew Stein

CoFounder & General Partner - Boon Fund

Qasim Mohammad

Qasim Mohammad

Director - Wittington Ventures

Qasim Mohammad

Qasim Mohammad

Director - Wittington Ventures

Anastasia  Hambali

Anastasia Hambali

Director of Strategic Partnerships - Boast AI

Anastasia  Hambali

Anastasia Hambali

Director of Strategic Partnerships - Boast AI

Hao Tian (she/her)

Hao Tian (she/her)

Associate, Sustainability Advisory - CIBC Capital Markets

Hao Tian (she/her)

Hao Tian (she/her)

Associate, Sustainability Advisory - CIBC Capital Markets

Jaime  Whetstone

Jaime Whetstone

Director, Business Banking - CIBC

Jaime  Whetstone

Jaime Whetstone

Director, Business Banking - CIBC

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