2021 Virtual Wealth & Advisory Forum

From May 4-6, 2021, join financial industry leaders and explore the evolving nature of financial advice, planning and wealth management in Canada.

Day One - Tuesday, May 4, 2021

Portfolio Management & Referral Arrangements Showcase

Join us as we showcase the current and future state of the Portfolio Management space in Canada. We want to help advisors understand how referral arrangements work, the benefits of adding a portfolio manager to the client-advisor mix, how SMAs work, and specifically how each PM firm/platform differentiates itself in a competitive marketplace.

Todd Johnson, CFA, CIM

Chief Investment Officer & Portfolio Manager

BCV Asset Management

Alec MacIsaac, CFA

Portfolio Manager

Antares Investment Management

Hardev Bains - LLB, MBA, CFA

President & Portfolio Manager

Lionridge Capital Management

Glen Brown

Vice President and Managing Director

Manulife Private Wealth

Day Two - Wednesday, May 5, 2021

Financial Planning, Wealth & Sales Maximization

Financial Advisors today have the ability to drive holistic financial planning, combined with powerful insurance & lending strategies for the business/HNW market, and that compliance – when done right – can compliment rather than obstruct sales.

Dave Faulkner

Head of Financial Research

Nest Wealth / Razor Plan

Ross Cook

Sales Director- Large Cases & National Accounts

Western Canada

IA Financial Group

Kevin Knight

Regional Vice President - Advisor Sales

Manulife Bank of Canada

Tony Bosch

Executive Vice President, Broker Development

HUB Financial

Day Three - Thursday, May 6, 2021

Fintech and the Future of Financial Advisory

The advisory practice of the future is here, now! On our final day, we will be showcasing industry-leading leading Canadian fintech providers in wealth management, data aggregation, insurance distribution, digital security, and financial planning.