The 7th Annual Private Wealth Canada Forum is the leading conference for wealth managers, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Canada.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Kash Pashootan Chief Executive Officer First Avenue Investment Counsel
Declan Ramsaran Managing Director Pangea Private Family Office
Jean-Pierre Berger President BlueSky Investment Counsel
Bruce Murray Chief Executive Officer and Chief Investment Officer Murray Wealth Group
Rachel Volynsly Chief Investment Officer Mercer Canada
Ryan Lewenza Senior Vice President & Portfolio Manager Turner Investments
Stephen Smith Chief Investment Officer Chronicle Wealth
Malcolm Girloy Chief Investment Committee Logan Wealth Management
Greg Gipson Chief Investment Officer Grayhawk Wealth
Alanna Marshal Chief Investment Officer Manitou Investment Management
Raj Arora Vice President, Portfolio Manager Foster & Associates
Jeet Dhillon Senior Portfolio Manager, Vice President TD Private Investment Counsel Inc.
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.
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||03/24/23|
|Early Bird I||1,900 USD||05/12/23|
|Pre-Event Registration I||2,200 USD||07/14/23|
|Pre-Event Registration II||2,600 USD||07/14/23|
|Event Registration||3,000 USD||11/08/23|