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, Chief Investment Officer, TD Asset Management, Chief Executive Officer & Chief Investment Officer, TD Greystone Asset Management SVP, TD Bank Group

Rob Vanderhooft is Chief Investment Officer, TD Asset Management, Chief Executive Officer & Chief Investment Officer at TD Greystone Asset Management, and Senior Vice President, TD Bank Group. Since joining the firm in 1991, Rob has been instrumental in shaping the firm’s growth philosophy and investment management process. He assumed leadership of TD Greystone’s Canadian Equity Team in 1997, and in 1998, he was promoted to Chief Investment Officer with overall responsibility for the firm’s investment management philosophy and process execution. In 2002, Rob was named one of Canada’s “Top 40 under 40” by the Globe & Mail.

On July 1, 2006, Rob succeeded Don Black as Chief Executive Officer. He remains as the firm’s Chief Investment Officer and is Chair of TD Greystone’s Asset Strategy Team overseeing 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.

Before joining TD Greystone, Rob spent four years with Great-West Life Assurance in the U.S. equities area. He holds a B. Comm. from the University of Manitoba and is a CFA charterholder. An active volunteer, Rob has been a division chair and Campaign Cabinet member for Regina’s United Way campaign and sat on the Board of the Canadian Coalition for Good Governance. He currently sits on the board of the Regina Airport Authority and the Saskatchewan Roughriders Football Club. Rob is a past-President of the Saskatchewan Chapter of Chartered Financial Analysts and is a gold member of YPO Gold, Young Presidents’ Organization.



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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REQUEST AGENDA

Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

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. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

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