Wealth Managers’ Forum 2024 - Toronto | CAASA - Canadian Association of Alternative Strategies & Assets | 28 March 2024 | KPMG, Bay Adelaide Centre, 333 Bay St. #4600, Toronto, ON M5H 2S5, Canada
Venue
KPMG
KPMG, Bay Adelaide Centre, 333 Bay St. #4600, Toronto, ON M5H 2S5, Canada
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| Event Date | Thu Mar 28 EDT (9 months ago) |
| Location |
KPMG
Bay Adelaide Centre, 333 Bay St. #4600, Toronto, ON M5H 2S5, Canada |
| Region | Americas |
Details
Join us, dozens of speakers, and scores of fellow IAs and investors for this all-encompassing alts conference specifically designed for retail advisors and the client base they serve.
These forums will be held in person, featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.
Speakers
2024 Speakers
Victor Kuntzevitsky
Portfolio Manager, Wellington-Altus Private Counsel
Elina Surkov
Investment Advisor, Wellington-Altus Wealth Management
James Burron
Co-founder & Partner, CAASA
Colleen Redmond
Vice President, Investment Product Research, Morgan Stanley Wealth Management Canada Inc.
Martin Pelletier
Senior Portfolio Manager, Wellington-Altus Private Counsel
Bob Simpson
Vice President Portfolio Strategy, Wealth Stewards
Brian D’Costa
Founding Partner & President, Algonquin Capital
Jocelyn Courcelles
VP Client Relations & Business Development, Fundata Canada
Mark Allen
Senior Portfolio Manager, RBC Dominion Securities
Brianne Gardner
Wealth Manager & Financial Advisor, Raymond James Ltd.
Ted Karon
Portfolio Manager, RBC Dominion Securities
Cam Richards
Chief Investment Officer, Guardian Partners
Conner Sura
Portfolio Manager, TURN8 Private Wealth
Sponsors & Partners
2024 Sponsors
GOLD SPONSORS:
• HedgeFacts
• iCapital
• Trans-Canada Capital
• MGG
• Asset Management One
SILVER SPONSORS:
• BMO
• Ninepoint
• Clifton Blake
• Federation of Independent Dealers