Term Deposit Conference

Due to the uncertainty of the global COVID-19 (Coronavirus) pandemic, CANNEX Financial Exchanges has announced the cancellation of the 2020 Term Deposit Conference. More information will be provided soon about the next conference scheduled for October 5, 2021.


Tuesday, October 5, 2021
One King West Hotel
1 King Street West
Toronto ON M5H 1A1


Fixed Term Deposits account for almost more than 40% of the total deposit balance in Canada. Various influences, such as monetary policy and deposit insurance frameworks, have contributed to the ongoing evolution of product management, distribution, operations and technology within the industry.  Attend this event to get insight on how leading firms – issuers, dealers, and service providers – are navigating the deposit landscape.

Session Highlights

  • Overview and trends within the Deposit Market, with a focus on Term Deposits
  • Changes within the industry that impact or will impact how deposits are transacted and reported
  • The changing dynamics of distribution between the branch network versus third party advisory channels
  • The role of emerging technologies

Who Should Attend?
Professionals across the full spectrum of the term deposit industry including product, distribution and technology. This conference will provide valuable information and a broad perspective on the Canadian term deposit industry and connect you with senior executives from leading firms serving the marketplace.

Dress code is business casual.


Past Conference:



September 16, 2019
Kingbridge Conference Centre & Hotel

Carlos Cardone, Senior Managing Director, Investor Economics
Donna Galloway, Vice-President Product Management and Marketing, Portfolio+
John Garofano, Vice-President and Treasurer, HomeEquity Bank
Handika Handoko, Director, Product Management, Broadridge
Andrew Johns, Cash Management Group, Canaccord Genuity
Paul Leonard, CFO, Wealth One Bank of Canada
Andrew Moor, President and CEO, Equitable Bank
Cristina Radu, Head, Wealth Deposit and Credit Products, TD Wealth
Peter Routledge, President and CEO, Canada Deposit Insurance Corporation
Scott Wilkinson, Corporate and Business Development, RPM Technologies

2019 Term Deposit Conference Agenda