Venue
Vantage Venues
Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Canada

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Event Date Tue Nov 15 EST (about 2 years ago)
Location Vantage Venues
150 King St W, Toronto, ON M5H 1J9, Canada
Region Americas
Details

The Annual Private Wealth Canada Forum is designed to bring together attendees including the leading family offices, Private Banks and HNW wealth managers from across Canada for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

Speakers

2022 Speakers

Kash Pashootan
Chief Executive Officer, First Avenue Investment Counsel

Declan Ramsaran
Managing Director, Pangea Private Family Office

Jean-Pierre Berger
President, BlueSky Investment Counsel

Bruce Murray
Chief Executive Officer and Chief Investment Officer, Murray Wealth Group

Rachel Volynsly
Chief Investment Officer, Mercer Canada

Ryan Lewenza
Senior Vice President & Portfolio Manager, Turner Investments

Stephen Smith
Chief Investment Officer, Chronicle Wealth

Malcolm Girloy
Chief Investment Committee, Logan Wealth Management

Greg Gipson
Chief Investment Officer, Grayhawk Wealth

Alanna Marshal
Chief Investment Officer, Manitou Investment Management

Raj Arora
Vice President, Portfolio Manager, Foster & Associates

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

Sponsors & Partners

2022 Sponsors

LEAD SPONSOR:
• Fidelity International

PLATINUM SPONSORS:
• BMO Global Asset Management
• Franklin Templeton

GOLD SPONSORS:
• 1832 Asset Management
• CIBC
• Invesco
• Marret Asset Management
• McIver Capital Management
• Munro Partners
• Performance Equity Management
• Skyline Wealth Management
• MGG Investment Group

SPONSORS:
• CanFirst Capital Management
• Corton Capital
• Horizons ETFs Management
• InvestSuite
• Pinnacle
• Starlight Investments
• Sun Life Global Investments\
• SLC Management
• ADI Capital Partners
• State Street Global Advisors
• NEI
• Antrim Investments
• Bluebird Self Storage