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Event Date | Tue May 8 EDT (over 6 years ago) |
Location |
Terminal City Club
837 W Hastings St, Vancouver, BC V6C 1B6, Canada |
Region | Americas |
The Private Wealth Canada Forum - Vancouver is our flagship private wealth forum supporting 75+ HNW advisors across Canada. The meeting is the local culmination of our 20+ 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 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.
2018 Speakers
Steven Belchetz
President & Chief Investment Officer, T.E. Wealth
Mike Skrypnek
Retired Partner, Richardson Gmp
Susan Fulford
Chief Legacy Officer & Founder, Dynamic Legacy Inc.
Arthur Salzer
Chief Executive Officer & Chief Investment Officer, Northland Wealth Management
Robert Napoli
Co-Founder and Managing Director, Promerita Capital Partners
AJ Sull
President, Chief Investment Officer, Pacifica Partners Inc.
Danny Popescu
President & Chief Executive Officer, Harbourfront Wealth Management
Russ Lazaruk
Investment Advisor & Portfolio Manager, Echelon Wealth Partners-Lazaruk Wealth
John MacIsaac
Senior Analyst, Canadian Equities, Fixed Income & Alternatives, Rbc Wealth Management
Enzo Calamo
Chief Executive Officer, Lugen Family Office
Chad Larson
Director, Wealth Management, Senior Vice President, Portfolio Manager, Mld Wealth Management, National Bank Financial
Steve Adang
President & Chief Investment Officer, Anchor Pacific Investment Management Corp.
Nick Laxton
President, Portfolio Manager, Fieldhouse Capital Management
Jeff Chapman
Partner, General Manager, and Family Business Advisor, Covenant Family Wealth Advisors
Michael Leung
Portfolio Manager, Nicola Wealth Management
Nick Bakish
Director, Wealth Management, Investment Advisor, Bakish Wealth Management, Richardson Gmp
Ben Shafiei
Vice President and Investment Counsellor, Citi Private Bank
Ben Homsy
Portfolio Manager, Leith Wheeler Investment Counsel
2018 Sponsors
• 3iQ
• Alitis Investment Counsel
• Ardenton
• Bmo Global Asset Management
• Cibc
• Horizons Etfs Management (Canada) Inc.
• Orchard Global Asset Management
• Pender
• Trez Capital
• Vanguard Investments Canada Inc.
• Vertex One Asset Management Inc.