3rd Annual Private Wealth Canada West Forum 2023 | Markets Group | 26 April 2023 | Rosewood Hotel Georgia, 801 W Georgia St, Vancouver, BC V6C 1P7, Canada

This event is the leading conference for wealth managers, family offices, and private banks throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across western Canada.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2023 Speakers

Jeet Dhillon
Senior Portfolio Manager, Vice President, TD Private Investment Counsel Inc.

John Nicola
Founder and Chief Executive Officer, Nicola Wealth

AJ Sull
President, Chief Investment Officer, Pacifica Partners Inc.

Russ Lazaruk
Investment Advisor & Portfolio Manager, Echelon Wealth Partners-Lazaruk Wealth

Steve Adang
President & Chief Investment Officer, Anchor Pacific Investment Management Corp.

Nesrine Jabbour
Founder & Principal, Pretium Wealth

Michael LeBlanc
Managing Director, LLC Private Wealth

John MacIsaac
Vice President, Multi-Asset Portfolio Advisory and Research, RBC Wealth Management done

Elvis Picardo
President, CFA Society Vancouver

Alexander Jecht
Chief Executive Officer & Founder, TAVINA Management Corp.

Joseph Abramson
Co-Chief Investment Officer, Northland Wealth Management

Peter Katevatis
Director, Senior Investment Advisor, Canaccord Genuity

Nargis Surderji
Director, Private Wealth, Richardson Wealth

Cameron Langois
President & Chief Executive Officer, Origin Wealth Management

Sean Dixon
Founder & Chief Executive Officer, Senior Portfolio Manager, Oneforest Investment Management (OIM)

Chris Haines
Regional Vice President, Western Canada, Assante Wealth Management

Catherine Dorazio
Managing Director, Connor, Clark & Lunn Private Capital Ltd

Danny Popescu
President & Chief Executive Officer, Harbourfront Wealth Management

2023 Sponsors

LEAD SPONSOR:
• MGG Investment Group

PLATINUM SPONSORS:
• MPA
• Ayrshire

GOLD SPONSORS:
• Skyline
• KraneShares
• NEI

SPONSORS:
• ADI
• Vanguard
• Family Office HK
• Charitable Impact
• RBC Investor & Treasury Services
• Franklin Templeton
• CI Global Asset Management
• Equiton
• ForeGrowth
• OneVest
• Porte
• Ridge North America