Mr. Rod Burylo

 

Rod Burylo is an international speaker, business author, and media source, with over 35 years of financial services industry experience as financial advisor, branch and regional manager, Chief Compliance Officer, and director of public and private companies.

He is a Canadian Advisor of the Year Award winner, Champion of Financial Literacy Award finalist, and Board Chair for the Foundation for the Advancement of Entrepreneurship.

He currently serves as Associate Portfolio Manager and Investment Review Committee member for a manager of individual and corporate portfolios, pensions, and an investment fund.

Protecting Your Practice: Business Continuity, Referral Generation and Succession. Mr Burylo will identify the most significant risks to the advisor’s practice and the strategies for mitigating these risks.

Burylo will discuss the advisor’s obligations from a professional ethics, compliance, and business management perspectives. Students will learn how to address risks related to technology, reputation, and the evolving regulatory environment, and how to build a more profitable and more resilient business.