2025 IFB Tech Expo

Are you looking to elevate your practice with the right technology solutions? The first ever IFB Tech Expo brings together leading technology providers specifically focused on helping independent financial advisors succeed in today's digital landscape.

Online

May. 14, 2025

12 PM - 4 PM ET

LEVEL UP YOUR PRACTICE AT THE TECH EXPO!

The first-ever IFB Tech Expo is here! Discover the most powerful technology solutions in the financial services industry, designed to help financial professionals work smarter, grow their practice, and level up client experiences. This half-day virtual event will showcase innovative tools and platforms that address the unique challenges of running an independent financial practice. Connect directly with technology experts who understand your business needs and can help streamline your operations.

Explore cutting-edge solutions built for financial advisors
Engage with top tech experts shaping the industry
Gain exclusive insights and strategies to accelerate success

Whether you're looking to boost efficiency, enhance the client experience, or grow your practice, the IFB Tech Expo will get you there.

WHO SHOULD ATTEND

Independent Financial Professionals who are:

Wanting to leverage technology to grow their practice in a competitive environment
Evaluating CRM solutions to better manage client relationships
Seeking deeper insights from their existing client base
Looking to improve organizational efficiency in their day-to-day operations
Developing or refining client onboarding processes to enhance client experience

EVENT SCHEDULE

12:00 PM - Event Kick-off & Introductions
12:30 - 2:30 PM - Technology Solution Demonstrations:

Laylah: The long-term CRM for financial advisors
Equisoft: The power of a CRM and a solid advisor tech stack
RazorPlan: Simplifying Financial Planning
Planworth: Transformative Insights in Financial Planning

3:00 - 4:00 PM - Expert Roundtable Discussion

SPEAKERS

Meet the 2025 Tech Expo Speakers

JC - Headshot Jean-Christophe (JC) St-Pierre
Co-Founder & COO, Laylah

Jean-Christophe (JC) is co-founder and COO of Laylah, the detail-obsessed app that’s changing the way financial advisors and their teams access, organize, and use their clients’ data. Independent at heart, JC went to university for finance but ended up being a really talented poker player instead. This experience helped him develop essential skills in strategy, decision-making under pressure, rapid learning, and risk management. In 2016 he joined the family business, Kronos Technologies, where he took on various responsibilities and played a decisive role in the strategic planning that led to the company's successful sale. Drawing from his diverse experience and constant curiosity (he even built his family home), JC now guides Laylah in its development and growth.

ryan_webb_headshot2 Ryan Webb
Head of B2C Marketing, Equisoft

Ryan has nearly 20 years Marketing experience with a focus on new lead and new user acquisition. Ryan has worked at some of Canada’s leading tech companies. Prior to joining Equisoft, Ryan led new customer acquisition with Lightspeed (NYSE: LSPD) and Blinkx (LON: BLNX) where he helped exponentially grow their customer base, both leading up to, and post IPO. He also founded the marketing department for a field marketing software and helped them raise a $40 million SERIES C through Bessemer Ventures in California. Today Ryan works on the Advisor side of the business at Equisoft and continually strives to improve the advisor experience from Equisoft’s suite of advisor solutions.

Mike Logashow Mike Logashov
Product Manager, Objectway Solutions Inc.

Mike Logashov is the Product Manager for Financial Planning at Objectway Solutions Inc. With over a decade of experience in the financial services industry, Mike has held both client-facing and product management roles, specializing in financial planning. Before joining Objectway in 2024, Mike worked at one of Canada’s largest financial institutions, leading national projects across various aspects of wealth planning. Mike holds a Bachelor of Commerce in Economics from Toronto Metropolitan University (formerly Ryerson University) and is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).

Tarsem Basraon Headshot Tarsem Basraon
Co-founder, Planworth

Tarsem Basraon is a co-founder of Planworth, a next generation financial planning software. Tarsem is an expert in tax and high net worth planning. After practicing tax and estate law with a leading national law firm, he worked as a High Net Worth Planner at a Big 6 Bank in its investment advice channel. Tarsem has been featured on numerous media outlets including BNN, Toronto Star, MoneySense and CBC.

Event Details