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.
Jeet Dhillon Senior Portfolio Manager, Vice President TD Private Investment Counsel Inc.
John Nicola Founder and Chief Executive Officer Nicola Wealth
AJ Sull President, Chief Investment Officer Pacifica Partners Inc.
Russ Lazaruk Investment Advisor & Portfolio Manager Echelon Wealth Partners-Lazaruk Wealth
Steve Adang President & Chief Investment Officer Anchor Pacific Investment Management Corp.
Nesrine Jabbour Founder & Principal Pretium Wealth
Michael LeBlanc Managing Director LLC Private Wealth
John MacIsaac Vice President, Multi-Asset Portfolio Advisory and Research RBC Wealth Management done
Elvis Picardo President CFA Society Vancouver
Alexander Jecht Chief Executive Officer & Founder TAVINA Management Corp.
Joseph Abramson Co-Chief Investment Officer Northland Wealth Management
Peter Katevatis Director, Senior Investment Advisor Canaccord Genuity
Nargis Surderji Director, Private Wealth Richardson Wealth
Cameron Langois President & Chief Executive Officer Origin Wealth Management
Sean Dixon Founder & Chief Executive Officer, Senior Portfolio Manager Oneforest Investment Management (OIM)
Chris Haines Regional Vice President, Western Canada Assante Wealth Management
Catherine Dorazio Managing Director Connor, Clark & Lunn Private Capital Ltd
Danny Popescu President & Chief Executive Officer Harbourfront Wealth Management
Please note only corporate email addresses will be accepted only.
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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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