2020-11-05T00:00:00-0500

2020-11-05T00:00:00-0500

5th Annual Private Wealth Canada Toronto Forum Toronto | November 5, 2020 Request Agenda


The 5th Annual Private Wealth Canada Forum is designed to bring together attendees including the 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.


KEYNOTE SPEAKERS

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.


LEAD SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

SPONSORS

MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

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 [email protected] 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 1,000 07/16/20
Level 1 1,100 08/12/20
Level 2 1,400 09/16/20
Level 3 1,700 10/14/20
Level 4 2,000 11/18/20

VENUE


Toronto Marriott City Centre
One Blue Jays Way
Toronto, ON M5V 1J4
Canada
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]