Emerging Trends in Wealth Management the Focus at Second Vantage Event

The second in a series of new professional development opportunities, The Vantage Series, presented by the Investment Industry Association of Canada and Knowledge Bureau will take place on Monday, October 28^th from 11:30 a.m. to 1:30 p.m. at the National Club in Toronto, featuring thought leadership from four outstanding CEOs who will provide invaluable insights to advisors on the theme: Evolution and Change in Wealth Management Services. 

Special guest speakers are Stuart Raftus – President, Canaccord Genuity Wealth-Canada, David Hurd – Partner, EY, Leader, Wealth & Asset Management, Jason Ayres – CEO & Derivatives Strategist, Croft Financial Group and Dr. Michael Graham, President, Michael Graham Investment Services. To register call 1-866-953-4769 or enrol online.

“Top wealth advisors know that to remain competitive, it is vital to focus on the emerging business trends and regulatory change that can affect their clients’ financial goals, as well as their own practices. Being well informed is a strategic must,” says IIAC President Ian Russell, who will again open the event with his insights and perspectives on the wealth management services sector in 2020 and beyond.

Evelyn Jacks, President of Knowledge Bureau and co-founder of The Vantage Series agrees. “The mission of The Vantage Series is to provide a good, clear view on the trends that will dramatically affect wealth management in the near term. The outstanding leaders we have gathered for this session will provide a commanding perspective of today’s issues so that advisors can bring real insightful value to their clients.”    

The audience will hear thought leadership from the following confirmed presenters and sessions:

Ian Russell – President & CEO, Investment Industry Association of Canada – Welcome & Opening Remarks.  

Hear from IIAC’s leader our sector’s most important opportunities and challenges. Ian will provide his insights and perspectives on the wealth management services sector in 2020 and beyond.

Stuart Raftus – President, Canaccord Genuity Wealth-Canada - A View from the Corner Office

Our keynote presenter, Stuart Raftus, leads Canada’s fastest-growing wealth management firm, Canaccord Genuity Wealth Management. In the past three years, CG has recruited 34 new advisory teams and more than doubled Assets Under Administration to $21.2 billion in North America. Hear from Stuart on how one of the country’s leading independents is staying ahead of the curve and meeting clients’ evolving needs in a fast-changing and competitive marketplace.

David Hurd – Partner, EY, Leader, Wealth & Asset Management - Survive. Sustain. Grow.

The Canadian wealth management industry is experiencing unprecedented change, as major shifts in client demographics and expectations present new demands. Wealth managers face significant opportunities to acquire new clients, while current clients need to understand the value they are receiving. How should wealth managers prepare to grow through this period of rapid change?

Jason Ayres – CEO & Derivatives Strategist, Croft Financial Group – Regulatory Considerations for the Referral Model.

The Portfolio Manager Referral model has proven to be a great way to generate additional revenue, diversify the client service offering and deliver a more holistic approach to wealth management while remaining competitive in the changing financial services industry. However, the regulators have expressed their concerns, calling into question the future of this valuable partnership structure. Learn best practices designed to protect and preserve this business model based on lessons learned from Croft Group’s latest regulatory audit.

Dr. Michael Graham – President, Michael Graham Investment Services– Canada 150 + 3 – Our Time, Our Turn. 

If only we knew what today’s Canada has to offer in a tumultuously changing world. Also, how capable we are of holding our own and competing at the very highest level. But not on a plate, and only on condition we want to make our exceptional future happen, which Michael senses an aroused Canada is increasingly of a mind to do. The key is investments of all shapes and sizes, domestic and international, to be put to work to unlock our immensely rewarding potential. Despite the critics, Canada circa 2019-20 could well be the world place to be, and to invest in – maybe as never before!

Evelyn Jacks – President, Knowledge Bureau – Positioning for the Future with Professional Development.

The recruitment and retention of qualified new advisors to serve the needs of multi-generational HNW families is a big challenge as top performers begin to retire. Learn why a culture of thought leadership can be an important new tool as the industry moves from sales- to advice-based services, from one of Canada’s top 25 Women of Influence who founded Knowledge Bureau to train tomorrow’s financial specialists.

We are pleased to announce that Emerge Canada Inc. is proud to be the Platinum Sponsor for this VANTAGE Series event.

Investment Executive and Advisor’s Edge are once again the exclusive media sponsors for the VANTAGE Series.

For more information and to register, call Knowledge Bureau at 1-866-953-4769 or please visit the event page. or www.iiac.ca/events

vantage: /ˈvan(t)ij/ noun : a position giving a strategic advantage, commanding perspective, or comprehensive view  - https://www.merriam-webster.com/dictionary/vantage

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