The Private Wealth Canada West Forum is our flagship private wealth forum supporting HNW advisors across Canada. The meeting is the local culmination of our 30 global one day private wealth events and brings together the leading private banks, wealth managers and family offices for a one day networking & peer education platform.
The agenda covers asset allocation, trust & estate planning, family governance, risk management and asset class specific sessions. Available to 14 asset managers and financial service providers through sponsorship only, the meeting provides an intimate platform to access the most active private wealth investors in Canada.
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
John MacIsaac Senior Analyst, Canadian Equities, Fixed Income & Alternatives RBC Wealth Management
William Santor Director and President Prosapia Wealth Management & Productivity Media
Mike Skrypnek Retired Partner Richardson GMP
Ben Shafiei Vice President and Investment Counsellor Citi Private Bank
Salman Ahmed Portfolio Manager Steadyhand Investment Funds
Chad Larson Director, Wealth Management, Senior Vice President, Portfolio Manager MLD Wealth Management, National Bank Financial
Ethan Dang Portfolio Manager Richardson GMP
Andrew Henry Vice President – Portfolio Strategist Connor, Clark & Lunn Private Capital
Daniel Cheng Portfolio Manager and Wealth Advisor Becker & Cheng Wealth Management, RBC Wealth Management
Kevin Algar Chief Executive Officer GENn Family Office
Gerry Fields President and CEO CORNERSTONE GROUP ™
Daniel Wong Vice President – Portfolio Manager Connor, Clark & Lunn Private Capital
Wes Ashton Portfolio Manager Harbourfront Wealth Management
Enzo Calamo Chief Executive Officer Lugen Family Office
AJ Sull President, Chief Investment Officer Pacifica Partners Inc.
Gagan Grewal Director and Team Lead, Private Banking HNW Scotia Wealth Management
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
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.
|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.|