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Location |
TBA
Montreal |
Region | Americas |
The event 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.
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 President, TD Private Investment Counsel Inc.