Private Wealth Canada West Forum

ADVISORY BOARD

Arthur Salzer Chief Executive Officer & Chief Investment Officer Northland Wealth Management

Michael Tarantino National Director of HNW Wealth Planning & Services Strategy BMO Wealth Management

REQUEST AGENDA

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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.

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