Money, Milestones and Mayhem
What are the biggest challenges shaping the financial lives of Canadians? While the impending wealth transfer from the Boomers will create new opportunities, the financial realities of each generation remain uncertain, and financial pressures are more pronounced than ever before. How will this impact your business?
Ipsos invites you to our exclusive Financial Services event: Money, Milestones, and Mayhem. We'll explore the generational forces defining Canada's financial future, from Boomer retirement realities to the debt pressures on Gen X, Millennials and the anxieties of Gen Z.
We are thrilled to feature Rob Carrick, The Globe and Mail's award-winning personal finance columnist, as our guest speaker. He will offer expert analysis on the shifting financial priorities of younger Canadians and why they are rethinking traditional financial milestones.
The morning will conclude with a conversation about the future of banking that will include Rob Carrick, Hanna Zaidi from Wealthsimple, Debbie Gamble from Interac Corp. and Diane Ridgway-Cross from Ipsos Strategy 3 Advisory Business, moderated by Steve Levy. This conversation will provide you with the opportunity to engage in questions, debate and conversation.
Join us for a morning of critical insights and networking to understand the evolving needs of your clients across the generational spectrum.
Be informed, be entertained, be inspired.
EVENT DETAILS:
- Date: Thursday, September 17, 2025
- Location: Ipsos office | Suite 300 - 160 Bloor St E, Toronto | Rosedale Room
- Time: 8:30am – 12:00pm
Agenda
- 8:30 – 9:00 Networking
- 9:00 – 9:15 Opening – Steve Levy, Ipsos
- 9:15 – 9:40 Getting Started – Kristen Owens, Ipsos
- 9:40 – 10:05 Living in the Middle – Anna Zamurujeva, Ipsos
- 10:05 – 10:30 Retirement – Michael Hsu, Ipsos
- 10:30 – 10:55 Break
- 10:55 – 11:20 External Speaker – Rob Carrick
- 11:20 – 11:45 Conversation – Rob Carrick, Hanna Zaidi, Diane Ridgway-Cross
- 11:45 – 12:00 Closing – Asad Amin, Ipsos
