Ortec Finance is pleased to sponsor this year’s National Bank Independent Network Annual Conference on October 17th and 18th at the Ritz-Carlton Hotel in Toronto.

The annual conference, which takes place over two days, not only presents an extraordinary opportunity to connect and network with peers and leaders from Canada’s top independent money managers, but also provides insights into industry trends and best practices. The conference also allows Independent Network clients to participate in a wide variety of interactive, thought-provoking presentations featuring industry experts and innovators.

This year, the theme of the conference is “STRONGER TOGETHER,” which would highlight the spirit of partnership that is the foundation of their business.

Richard Owen - Business developer and Rutger de Wit - Senior consultant will be participating this year’s Annual Conference, showcasing OPAL, the flagship Goal Based Planning software from Ortec Finance.

To understand more about OPAL capabilities, click here.

If you are keen on hearing more about our approach or would like to exchange ideas with us, please feel free to visit us at the conference.

If you would like to learn more about the event, please feel free to visit their website.

We hope to see you there!


Rutger de Wit
Rutger de Wit
Senior Consultant
+1 416 278 4603