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.


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


Toronto Marriott City Centre Hotel
One Blue Jay Way
Toronto, Ontario
Canada M5V 1J4
CLICK TO VISIT VENUE WEBSITE

CONTACT

PROGRAM MANAGER

Christopher Hoarty

Program Manager / Investor Relations

+1 347-778-2539

Christopher.Hoarty@marketsgroup.org

HEAD OF SALES

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org