The 6th Annual Private Wealth Canada Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Canada.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in a two-dose vaccine or two weeks after the first dose in a one-dose vaccine.
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.
Dan Riverso Chief Investment Officer Continuum Private Wealth Partners
Kash Pashootan Chief Executive Officer & Chief Investment Officer First Avenue Investment Counsel
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
Gregory Moore Vice President Richter Family Office
Kyle Richie Senior Executive Consultant Richie Group
Declan Ramsaran Managing Director Pangea Private Family Office
Michael Nairne President and Chief Investment Officer Tacita Capital Inc.
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
Jean-Pierre Berger President BlueSky Investment Counsel
Bruce Murray Chief Executive Officer and Chief Investment Officer Murray Wealth Group
Kathleen Pabla Vice President and Director of Research Segal Marco Advisors
Romain Marguet Head of Alternatives, Vice President Richardson GMP
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.
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|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.|