3rd Annual Private Wealth Canada West Forum Vancouver | April, 26 2023 Request Agenda

The 3rd Annual Private Wealth Canada West Forum is the leading conference for wealth management firms, family offices, and private banks throughout the region. 

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Canada West based leaders in the sector. 

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

**Reserve Room at the Rosewood Hotel Georgia with our Special Room Rate Here**


Mike Klassen , Deputy Mayor , City of Vancouver

Mike Klassen is a Councillor for the City of Vancouver, first elected in October 2022. Before taking office, Mike served as Vice President Public Affairs for BC Care Providers Association (BCCPA) where he advocated for improvements in health care and housing for seniors. It was at the beginning of the COVID-19 health emergency that Mike took on the duties of BCCPA’s Acting CEO, and helped the sector navigate the greatest crisis in its history. He is most proud of how the association helped to reunite seniors in care homes with loved ones kept apart by infection control restrictions. As president of the board of directors for PAL (Performing Arts Lodge) Vancouver, Mike forged a partnership between multiple parties that led to a ground-breaking for a 66-unit housing development for arts and entertainment professionals slated to open in 2023. Mike’s board roles have included Vice-Chair of the Vancouver City Planning Commission, Vice-Chair for the DOXA Documentary Festival, and as board director on the B.C. Small Business Roundtable and Canadian Association of Long-Term Care. In 2015, Mike led a province-wide industry consultation that resulted in major regulatory reforms to strengthen B.C.’s booming wine and grape growing sector. Mike is a UBC graduate (Bachelor of Arts in English literature and political science) and a Killarney Secondary alum, as well as being a husband, parent, and avid running and fitness enthusiast. 






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Key Discussion Topics

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months

Top thinkers and chief investment officers in the private wealth space share their investment views about current asset allocation strategies and their projected macroeconomic outlook for the next 12 months.

The Equity Equation: Evaluating Impact on Portfolios 

The growth of the global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio.

Alternative Investments – Time to Shine 

With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

The Impact of ESG and Responsible Investing

ESG and impact investing opportunities and challenges continue to evolve on the global investor agenda.

From Real Estate to Real Assets: Seeking the Best Opportunities 

This panel examines key opportunities and challenges of investing in real assets and real estate.

Fixed Income: Rising Trends Shaping Today’s Landscape 

Inflation is at its highest rate in four decades. Banks may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, in light of correlations between  stocks and bonds.

The Future of Wealth Management 

The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex.


Early Bird I 1,500 USD 12/16/22
Early Bird II 1,900 USD 01/20/23
Pre-Event Registration I 2,200 USD 02/24/23
Pre-Event Registration II 2,600 USD 03/23/23
Event Registration 3,000 USD 04/26/23


Rosewood Hotel Georgia Vancouver
801 W Georgia St, Vancouver, BC V6C 1P7, Canada



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