2018-11-08T00:00:00-0500

2018-11-08T00:00:00-0500

3rd Annual Private Wealth Canada Forum - Toronto Toronto, Canada | November 8, 2018 Request Agenda


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.


REQUEST AGENDA

Key Discussion Topics

  • The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, tax, trust and estate planning. Learn about the latest regulations.
  • Alternative Investments–Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
  • Philanthropy–How are Philanthropy leaders and impact investors approaching this concept when investing their money.
  • Family Governance–how can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come.

PRICING

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.

VENUE


Vantage Venues
150 King St
Toronto, Ontario
Canada ON M5H 1J9
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH GROUP

Michelle Quilio

Head of Real Estate Production & Investor Relations

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org

MEDIA & MARKETING

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Christopher Hoarty

Program Manager / Investor Relations

+1 347-778-2539

Christopher.Hoarty@marketsgroup.org

SPONSORSHIP SALES

Will Hamilton-Hill

Relationship Manager

+1 646-688-5310

Will.Hamilton-Hill@marketsgroup.org