Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Ramsay Cabernet Sauvignon North Coast 2017

Sonoma County

United States

Rich & Bold

Kent Rasmussen truly believes that the North Coast has the perfect terroir for growing Cabernet Sauvignon. He spent years searching the appellation for the best “vineyards farmed by really engaged farmers who value quality above all else”. For this wine, most of the fruit comes from Sonoma, but there are a couple vineyard lots from Napa Valley, and Lake County as well.

This Cabernet smells like cherries and red currant, vanilla, hazelnut and subtle undertones of spices. These are carried forward to the palate with bright, rich fruit flavour with plenty of soft tannins.

Grayson Chardonnay

California

United States

The folksy country crowd and top critics agree: Grayson’s Chardonnay has been a gold-medallist at California’s state fair and a wine that Robert Parker named to his list of top California value wines for 11 consecutive years. A cozy, clean, creamy, bright wine that deserves a place at your table. Brilliantly ripe, showing brisk acidity and good minerality with notes of pineapple and apricot.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mackenzie Putici

Founder

New World Wine Tours and Eating Through TO

Mackenzie Putici is the founder of New World Wine Tours and Eating Through TO as a CMS certified sommelier, educator, and culinary travel enthusiast he crafts memorable experiences for those looking to taste the best of global cuisine here in Toronto.  Mackenzie is excited to team up with CAASA for a top-quality wine tasting experience delivered to your door.

Dr. David Fisman

Professor in the Division of Epidemiology, Dalla Lana School of Public Health at the University of Toronto

Dr. Fisman is a Professor in the Division of Epidemiology and a Full Member of the School of Graduate Studies. Dr. Fisman also has cross-appointments at the Institute of Health Policy, Management and Evaluation and the Department of Medicine, Faculty of Medicine. He also serves as a Consultant in Infectious Diseases at the University Health Network.

James Burron

Moderator

President & Co-founder, CAASA

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.

Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.

James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam.  He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities.  He graduated from Simon Fraser University with a BBA (Finance).

Dr. David Fisman

Professor in the Division of Epidemiology, Dalla Lana School of Public Health at the University of Toronto

Dr. Fisman is a Professor in the Division of Epidemiology and a Full Member of the School of Graduate Studies. Dr. Fisman also has cross-appointments at the Institute of Health Policy, Management and Evaluation and the Department of Medicine, Faculty of Medicine. He also serves as a Consultant in Infectious Diseases at the University Health Network.

James Burron

Moderator

President & Co-founder, CAASA

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.

Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.

James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam.  He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities.  He graduated from Simon Fraser University with a BBA (Finance).