Event Date: June 4th - 5th, 2026
Event Venue: Anaheim Marriott, 700 W Convention Way, Anaheim, CA , USA
Financial Hall of Fame ® partners with World Critical Illness Insurance Conference
to bring you an impactful content
Financial Hall of Fame® 2026
Thursday, 04 June 2026 and Friday, 05 June 2026
$300.00
Anaheim Marriott
700 W Convention Way, Anaheim, CA 92802
The process begins with the nomination of candidates by peers, industry professionals, or the public.
A committee of experts evaluates the nominees based on established criteria, such as professional accomplishments.
The evaluation committee selects the most deserving candidates from the pool of nominees.
Selected individuals are officially inducted into the Financial Hall of Fame® in person during a formal ceremony.
Sim Gakhar is the Founder and CEO of SG Wealth in Toronto, Ontario, Canada. For 2022 and 2023, she was the Country Chair of Canada for the Million Dollar Round Table, the association of top insurance professionals worldwide.
Sim is known in the industry and her professional community for providing savvy tax-saving strategies using life insurance. Successful business owners are too busy working in their businesses and have little time to work on their businesses, so Sim comes in to help them stay focused on building their businesses by helping them grow their portfolio using various strategies.
Holding the Family Enterprise Advisor designation makes her a specialist in creating tailored solutions for high-net-worth families and helping them navigate the complexities of multigenerational wealth planning.
She has built a successful practice where she has helped thousands of clients. She's an 8-year member of MDRT with 5 Top of the Table honours and 6 Court of the Table honours. She's an active member of Advocis, the Financial Advisors Association of Canada, and CALU, the Conference of Advanced Life Underwriting.
Sim is a strong believer in education and continues to earn professional designations to help her be more effective for her professional and business owner clients. She believes that investing for the future is one of the most important things people can do for themselves and their families.
Thirty-year MDRT and TOT member, Tracey Devonport has enjoyed a life of accolades.
From humble beginnings as a teacher, she found her dream job as a financial advisor through her law studies.
She has served on numerous councils and committees, both in South Africa and the World.
She has been a regular guest & speaker on TV and radio locally and internationally and still enjoys her dynamic investment practice.
Sim Gakhar is the Founder and CEO of SG Wealth in Toronto, Ontario, Canada. For 2022 and 2023, she was the Country Chair of Canada for the Million Dollar Round Table, the association of top insurance professionals worldwide.
Sim is known in the industry and her professional community for providing savvy tax-saving strategies using life insurance. Successful business owners are too busy working in their businesses and have little time to work on their businesses, so Sim comes in to help them stay focused on building their businesses by helping them grow their portfolio using various strategies.
Holding the Family Enterprise Advisor designation makes her a specialist in creating tailored solutions for high-net-worth families and helping them navigate the complexities of multigenerational wealth planning.
She has built a successful practice where she has helped thousands of clients. She's an 8-year member of MDRT with 5 Top of the Table honours and 6 Court of the Table honours. She's an active member of Advocis, the Financial Advisors Association of Canada, and CALU, the Conference of Advanced Life Underwriting.
Sim is a strong believer in education and continues to earn professional designations to help her be more effective for her professional and business owner clients. She believes that investing for the future is one of the most important things people can do for themselves and their families.
Sandro Forte (GSF, FPSA, CSP) is one of the most sought after speakers in the world today.
A hugely successful entrepreneur, he has shared his transformative strategies with audiences in over 90 countries, adding tangible value to more than 1 million individuals and businesses.
Author of the international best-selling book Dare To Be Different and winner of multiple awards, Sandro captivates inspires audiences, providing the answer to the all-important question ‘How can I be the very best I can be?’
He has spoken for companies and organisations across various industries but he is, perhaps, best known for increasing adviser productivity and retention, as well as client service standards, in financial services.
His clients include Virgin Atlantic, HSBC, The BBC, Apple, BMW, Prudential, Allianz, AIA, Metlife, AXA, Zurich, Hilton Hotels, Microsoft, Security Benefit, IG Wealth, LPL, Cetera and Sun, Life.
Karl Hartey is a passionate wealth strategist, author, and speaker who’s spent over 30 years helping people make sense of their money and live the lives they truly want. As Chairman of Hartey Wealth Management, he’s guided generations of families through life’s big financial decisions with warmth, clarity, and straight-talking advice.
Karl’s career has taken him around the world, from giving keynote talks at the Million Dollar Round Table to writing books that make finance feel human. His All You Need to Know About Money series has helped thousands take control of their finances, and his children's books — the Mollie and Tobie adventures — are all about inspiring the next generation with life lessons, laughter, and heart.
At his core, Karl believes money is just a tool — but used wisely, it can shape dreams, secure legacies, and give people true peace of mind.