MMI Toronto Wealth Management Summit 2022 | Money Management Institute | 9 June 2022 | Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Canada USA

For this Summit as senior executives and key industry influencers share their insights and perspective on what firms must do to succeed and thrive in this period of unprecedented and seemingly unrelenting change.

Still grappling with the impact of the COVID pandemic, the Canadian wealth management industry is also facing a trifecta of powerful forces – demographics, technology, and regulation that are creating new challenges and opportunities at an accelerated pace.

Join us to explore what it all means for advisor and investor engagement, manager and dealer service models, and platform and product offerings. You’ll engage with leaders and peers from top wealth and asset management firms to share information, knowledge, and opinions. Be part of the dialogue as we collectively keep our “eyes ahead” and focus on the opportunities that lie in front of us.

2022 Speakers

David Kamerman
Senior Vice President, Regional Director, Envestnet

Michael Lynds
Managing Director, Picton Mahoney Asset Management

Ric Edelman
Founder, Digital Assets Council of Financial Professionals (DACFP)

Goshka Folda
President, Chief Executive Officer, Investor Economics, Global Head of Research, ISS Market Intelligence

Prema Thiele
Partner and National Group Head, Corporate & Capital Markets, Borden Ladner Gervais LLP

2022 Partners

TITANIUM PARTNER:
• Investcloud

PLATINUM PARTNERS:
• Envestnet
• Refinitiv

COBALT PARTNERS:
• Archer
• Charles River