The 4th Annual Private Wealth Canada Forum is designed to bring together more than 250 attendees including more than 150 leading family offices, Private Banks and HNW wealth managers from across Canada for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
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.|