Leading a shift to the next generation of financial advice in Canada
A New Outlook (on) Wealth
The financial planning and advice landscape in Canada is shifting beneath our feet. Innovation in the fintech/insuretech space is leading to a revolution in how technology can bring better outcomes for clients while making life more productive and fun for advisors. Portfolio Managers, both through white-glove service and through digital wealth partners, are democratizing access to more transparent and tax efficient investment options for all Canadians. New solutions for financial planning, data aggregation, protecting privacy and confidential data are transforming how advisors provide advice. The time could not be better to shine a light on all of the exciting new trends in the financial advice space in Canada.
Join us on May 4, 5, and 6th, 2021 to discover this emerging frontier of financial advice and wealth management that can make the profession of financial planning more engaging, less cumbersome, and more efficient!
Michael van Lierop, President & Founder
