7th Annual Private Wealth Canada Forum 2023 | Markets Group | 30 November 2023 | Shangri-La Toronto, 188 University Ave, Toronto, ON M5H 0A3, Canada
Venue
Shangri-La Toronto
Shangri-La Toronto, 188 University Ave, Toronto, ON M5H 0A3, Canada
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| Event Date | Thu Nov 30 EST (about 1 year ago) |
| Location |
Shangri-La Toronto
188 University Ave, Toronto, ON M5H 0A3, Canada |
| Region | Americas |
Details
This event is the leading conference for wealth managers, family offices and private banks from 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 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.
Speakers
2022 (Past) 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 PresidentTD Private Investment Counsel Inc.
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Charitable Impact
PLATINUM SPONSORS:
• Fidelity Investments
• BMO Global Asset Management
GOLD SPONSORS:
• Skyline Wealth
• Fore Growth
• Hedgeye
• Krane Shares
• Adi
• TT International
• National Bank of Canada
SPONSORS:
• Invico
• Starlight Capital
• PHL
• Family Office HK
• Vanguard
• Centurion Asset Management Inc.
• Hamilton Lane
• Vesta Wealth Partners
• TCC
• PearTree
• Investor Services
• Equiton