The Private Wealth Canada Forum is our flagship private wealth forum supporting HNW advisors across Canada. This forum is the local culmination of our 20+ 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.
Kash Pashootan Chief Executive Officer & Chief Investment Officer First Avenue Investment Counsel
Rob Tetrault Head of Tetrault Wealth Advisory Group at Canaccord Genuity Wealth Management Tetrault Wealth Advisory Group
Neil Nisker Chief Investment Officer, Co-Founder Our Family Office
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
Gregory Moore Vice President Richter Family Office
Jesse Kaufman Vice President The Kaufman Wealth Group
Kyle Richie Senior Executive Consultant Richie Group
Wolfgang Klein Senior Vice President | Senior Investment Advisor | Portfolio Manager Canaccord Genuity Wealth Management
Royce Mendes Director and Senior Economist CIBC World Markets
Cynthia Kett Principle Stewart & Kett Advisors
Paul Kwon Senior Vice President Unigestion Asset Management
Craig Machel Director, Wealth Management & Portfolio Manager Richardson GMP
Christopher Cafley Head of Structured Solutions & Alternative Investments Raymond James
Michael Nairne President and Chief Investment Officer Tacita Capital Inc.
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
Adam Buzanis Director of Research Prime Quadrant
Jean-Pierre Berger President BlueSky Investment Counsel
Ryan Lewenza Senior Vice President & Portfolio Manager Turner Investments of Raymond James
|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.|