Private Wealth Canada East Forum | Markets Group | 27 September 2017 | One King West, 1 King St W, M5H 1A1 Toronto, ON Canada
Venue
One King West
One King West, 1 King St W, M5H 1A1 Toronto, ON Canada
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| Event Date | Wed Sep 27 EDT (about 7 years ago) |
| Location |
One King West
1 King St W, M5H 1A1 Toronto, ON Canada |
| Region | Americas |
Details
The Private Wealth Canada Forum is our flagship private wealth forum supporting HNW advisors across Canada. This forum is the local culmination of our 30+ global one day private wealth events and brings together the leading private banks, wealth managers and family offices for a one day networking & peer education platform.
The forum’s agenda covers asset allocation, trust & estate planning, family governance, risk management and asset class specific sessions. Available to 14 asset managers and financial service providers through sponsorship only, the meeting provides an intimate platform to access the most active private wealth investors in Canada.
The Private Wealth Canada Forum is our flagship private wealth forum supporting HNW advisors across Canada. This forum is the local culmination of our 30+ global one day private wealth events and brings together the leading private banks, wealth managers and family offices for a one day networking & peer education platform. The forum’s agenda covers asset allocation, trust & estate planning, family governance, risk management and asset class specific sessions. Available to 14 asset managers and financial service providers through sponsorship only, the meeting provides an intimate platform to access the most active private wealth investors in Canada.
Speakers
Andrew Clee
Mutual Fund/ETF Analyst & Portfolio Manager - Research & Strategy
Raymond James
Gary Brent
Chairman & Co-Founder
Highview Financial Group
Robert Janson
Chief Investment Officer
Westcourt Capital Corporation
Arthur C. Salzer
Chief Executive Officer & Chief Investment Officer
Northland Wealth Management
Geoff Dover
President & Chief Investment Officer
Heirloom Investment Management
Ryan Lewenza
Senior Vice President & Portfolio Manager
Turner Investments of Raymond James
Susan Fulford
Chief Legacy Officer & Founder
Dynamic Legacy Inc.
John MacIsaac
Senior Analyst, Canadian Equities, Fixed Income & Alternatives
RBC Wealth Management
Wolfgang Klein
Senior Vice President | Senior Investment Advisor | Portfolio Manager
Canaccord Genuity Wealth Management
William G. Santor
Director and President
Prosapia Wealth Management & Productivity Media
Gerry Fields
President and CEO
CORNERSTONE GROUP ™
Mo Lidsky
Partner and Senior Managing Director
Prime Quadrant
Nick Bakish
Director, Wealth Management, Investment Advisor
Bakish Wealth Management, Richardson GMP
Dubie Cunningham
Vice President, Enterprise Innovation, Digital Bankin
Scotiabank
Michael Nairne
President and Chief Investment Officer
Tacita Capital Inc.
Sponsors & Partners
Aberdeen
Ardenton
CI Institutional
CLEARSKY
Mackenzie Investments
PENDER
PURE FACTS
SPROTT
STATE STREET
Vanguard
Vontobel