TBA, Canada

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Event Date Thu Nov 3 EDT (in about 1 year)
Location TBA
Region Americas

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.


2021 Past Speakers

Dan Riverso
Chief Investment Officer, Continuum Private Wealth Partners

Kash Pashootan
Chief Executive Officer & Chief Investment Officer,First Avenue Investment Counsel

Susan Fulford
Chief Legacy Officer & Founder, Dynamic Legacy Inc.

Gregory Moore
Vice President, Richter Family Office

Kyle Richie
Senior Executive Consultant, Richie Group

Declan Ramsaran
Managing Director, Pangea Private Family Office

Michael Nairne
President and Chief Investment Officer, Tacita Capital Inc.

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

Jean-Pierre Berger
President, BlueSky Investment Counsel

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

Kathleen Pabla
Vice President and Director of Research,Segal Marco Advisors

Romain Marguet
Head of Alternatives, Vice President, Richardson GMP