The Private Wealth Canada Forum is our flagship private wealth forum supporting HNW advisors across Canada. This forum is the local culmination of our 30+ 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 forum’s 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.
Andrew Clee Mutual Fund/ETF Analyst & Portfolio Manager - Research & Strategy Raymond James
Gary Brent Chairman & Co-Founder Highview Financial Group
Robert Janson Chief Investment Officer Westcourt Capital Corporation
Arthur Salzer Chief Executive Officer & Chief Investment Officer Northland Wealth Management
Geoff Dover President & Chief Investment Officer Heirloom Investment Management
Ryan Lewenza Senior Vice President & Portfolio Manager Turner Investments of Raymond James
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
John MacIsaac Senior Analyst, Canadian Equities, Fixed Income & Alternatives RBC Wealth Management
Wolfgang Klein Senior Vice President | Senior Investment Advisor | Portfolio Manager Canaccord Genuity Wealth Management
Nick Bakish Director, Wealth Management, Investment Advisor Bakish Wealth Management, Richardson GMP Limited
Dubie Cunningham Vice President, Enterprise Innovation, Digital Bankin Scotiabank
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
Michael Nairne President and Chief Investment Officer Tacita Capital Inc.
Royce Mendes Director and Senior Economist CIBC World Markets
Dale Powell Director and Investment Counselor Team Lead, Canada Citi Private Bank
David Kilburn National Director CIBC Private Investment Counsel
Bruce Murray Chief Executive Officer and Chief Investment Officer Murray Wealth Group
Adam Buzanis Director of Research Prime Quadrant
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Private Wealth & Alternatives Group
Program Manager / Investor Relations