2019-11-21T00:00:00-0500

2019-11-21T00:00:00-0500

4th Annual Private Wealth Canada Forum - Toronto Toronto | November 21, 2019 Request Agenda


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.

Book your special rate at the Marriott here! 

KEYNOTE SPEAKERS

Robert Vanderhooft, Global Chief Investment Officer, Chief Executive Officer, TD Graystone Investment Management

Robert Vanderhooft, CFA, is Chief Executive Officer & Chief Investment Officer of Greystone Managed Investments Inc. He is responsible for Greystone’s strategic direction and growth, working on a team basis with the firm’s executive officers. Rob also remains as the firm’s Chief Investment Officer and oversees Greystone’s investment strategy, new product development and in-house investment teams covering Canadian equities, fixed income, U.S. equities, international equities, real estate, mortgages, and infrastructure.


Vincent Duhamel, Global President and Chief Operating Officer, Fiera Capital

Vincent Duhamel is Fiera Capital’s Global President and Chief Operating Officer. As a member of the Global Executive Management Committee, he oversees distribution operations and corporate units such as Legal and Compliance, Risk, Technology, Corporate Communications and Investor Relations, as well as Human Resources. As a member of the Strategic Development Committee, he also plays a major role in strategic acquisitions while overseeing the Firm’s development outside of North America. In addition, Mr. Duhamel sits on the internal board of directors of Fiera Capital’s Canadian, U.S., European and Bel Air Investment Advisors divisions.


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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.

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird $600 05/30/19
Level 1 $1000 07/11/19
Level 2 $1,300 08/29/19
Level 3 $1,500 10/10/19
Level 4 $1,850 11/21/19

VENUE


Toronto Marriott City Centre Hotel
One Blue Jay Way
Toronto, Ontario
Canada M5V 1J4
CLICK FOR DISCOUNTED HOTEL ROOMS

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

Marketing@marketsgroup.org