Quick Links

Some users may be experiencing difficulties accessing the platform due to a recent authentication update. Our teams are actively investigating this issue as a top priority, and we are committed to restoring full service as quickly as possible. Thank you for your patience and understanding.

Join us for a deep dive into how behavioural insights are becoming increasingly crucial for advisors and regulators alike by registering for our free webinar, Prioritizing People: How Behavioral Insights Impact Financial Services.

In this webinar, Tanjim Hossain, Chair, Department of Management at the University of Toronto Mississauga and Director at BEAR (Behavioural Economics in Action at Rotman), will discuss the role behavioural insights play in helping advisors understand the emotional and cognitive factors that shape decision-making. Shannon O’Malley, Director, Member Experience Design at Meridian Credit Union, will discuss the practical strategies advisors can use to behavioural insights to build stronger connections with clients and transform their practice. Finally, Meera Paleja, Program Head, Research and Behavioural Insights at the Ontario Securities Commission, will focus on how these insights can enhance regulatory practices and drive better investor protection.

Shannon O'Malley

Director, Member Experience Design, Meridian Credit Union

Tanjim Hossain

Chair, Department of Management, University of Toronto - Mississauga

Meera Paleja

Program Head, Research and Behavioural Insights, Ontario Securities Commission