The Private Wealth Canada Forum - Vancouver is our flagship private wealth forum supporting 75+ HNW advisors across Canada. The meeting is the local culmination of our 20+ 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.
Steven Belchetz President & Chief Investment Officer T.E. Wealth
Mike Skrypnek Retired Partner Richardson GMP
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
Arthur Salzer Chief Executive Officer & Chief Investment Officer Northland Wealth Management
Robert Napoli Co-Founder and Managing Director Promerita Capital Partners
AJ Sull President, Chief Investment Officer Pacifica Partners Inc.
Danny Popescu President & Chief Executive Officer Harbourfront Wealth Management
Russ Lazaruk Investment Advisor & Portfolio Manager Echelon Wealth Partners-Lazaruk Wealth
John MacIsaac Senior Analyst, Canadian Equities, Fixed Income & Alternatives RBC Wealth Management
Enzo Calamo Chief Executive Officer Lugen Family Office
Chad Larson Director, Wealth Management, Senior Vice President, Portfolio Manager MLD Wealth Management, National Bank Financial
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
Nick Laxton President, Portfolio Manager Fieldhouse Capital Management
Jeff Chapman Partner, General Manager, and Family Business Advisor Covenant Family Wealth Advisors
Michael Leung Portfolio Manager Nicola Wealth Management
Nick Bakish Director, Wealth Management, Investment Advisor Bakish Wealth Management, Richardson GMP Limited
Ben Homsy Portfolio Manager Leith Wheeler Investment Counsel
Jason Boudreau Principal and Founder VELA Wealth Management
|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.|
Program Manager / Investor Relations
Head of Real Estate Production
& Investor Relations