The 4th Annual Private Wealth Canada Forum is designed to bring together more than 250 attendees including more than 150 leading family offices, Private Banks and HNW wealth managers from across Canada for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community
Why Participate : - 200+ leaders from the private wealth management space
- 9+ hours of networking and focused one-on-one meetings
- 8 panel discussions on topics including asset allocation, impact investing, family governance and more
- Exclusive closed door invitation only event!
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| Robert Vanderhooft, Chief Investment Officer, TD Asset Management, Chief Executive Officer & Chief Investment Officer, TD Greystone Asset Management SVP, TD Bank Group |
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SPEAKERS
Lesley MarksChief Investment StrategistBMO Private Banking
Brett HouseDeputy Chief EconomistScotiabank
Dan RiversoChief Investment OfficerContinuum Private Wealth Partners
Kash PashootanChief Executive OfficerFirst Avenue Investment Counsel
Susan FulfordChief Legacy Officer & Founder, Dynamic Legacy(In Memoriam)
Bruce MurrayChief Executive Officer and Chief Investment OfficerMurray Wealth Group
Gregory MooreVice PresidentRichter Family Office
Kyle RichieSenior Executive ConsultantRichie Group
Romain MarguetHead of Alternatives, Vice PresidentRichardson GMP
Kyle MacDonaldPortfolio ManagerGallant MacDonald at CIBC Private Wealth
Declan RamsaranManaging DirectorPangea Private Family Office
Michael NairnePresident and Chief Investment OfficerTacita Capital Inc.
Steve AdangPresident & Chief Investment OfficerAnchor Pacific Investment Management Corp.
Jean-Pierre BergerPresidentBlueSky Investment Counsel
Kathleen PablaPortfolio Manager, Public MarketsCAAT Pension Plan
Rob TetraultHead of Tetrault Wealth Advisory Group at Canaccord Genuity Wealth ManagementTetrault Wealth Advisory Group
James GauthierChief Investment OfficerJustwealth
Adrian MorganVice President, Portfolio ManagerRaintree Wealth Management