Venue
Terminal City Club
Terminal City Club, 837 W Hastings St, Vancouver, BC V6C 1B6, Canada

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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
Details

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.

Speakers

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

Sponsors & Partners

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.