Post-Election Leaders Lunch : Join us at the next Vantage Event on October 28, 2019

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?

Knowledge Bureau and the Investment Industry Association of Canada are pleased to announce the next VANTAGE Series for Thought Leaders in Wealth Management event! Some of the comments on the last event were amazing:

“It was like 4 TED Talks at one event!”

“Very timely, relevant, and worth my time”

It’s a must-attend if you are in the Toronto area and want to hear the views and insights of 6 outstanding thought leaders on current issues – including the outcomes of the federal election - and how they are planning for future growth of the tax and financial services industries. Our Thought Leaders for this VANTAGE event include:

• Ian Russell - President & CEO, Investment Industry Association of Canada
• Stuart Raftus – President, Canaccord Genuity Wealth Management – Canada
• David Hurd - Partner, EY, Leader Wealth & Asset Management
• Jason Ayres - CEO & Derivatives Strategist, Croft Financial Group
• Michael Graham – President, Michael Graham Investment Services
• Evelyn Jacks – President, Knowledge Bureau​

This event will also include a panel session where the audience has a chance to engage in a dialogue with the presenters.

Date: October 28, 2019

Time: 11:30 a.m.-1:30 p.m.

Location: The National Club, 303 Bay Street, Toronto, Ontario

Individual Tickets: $125.00 (+tax)

Early bird pricing will apply until October 7^th: $100.00 (+tax)

IIAC Members : $90.00 (+tax)

Enrol today!

This is the 2nd VANTAGE Series Event, a new, innovative professional development opportunity to be held in the fall of 2019. The inaugural Vantage Series Event, held on May 9th at the National Club in Toronto was a resounding success, with four of Canada’s thought leaders sharing their insights and perspectives on the many strategic opportunities, issues and trends in wealth management with a packed house. The audience was diverse, with representatives from leading wealth management firms, manufacturers, distributors and top advisors in the financial services, who specialize in providing holistic wealth advisory services, and those with concerns about changes in consumer behaviour, tax and emerging regulation. Our inaugural event was featured in the June edition of Investment Executive .

COPYRIGHT OWNED BY KNOWLEDGE BUREAU INC., 2019.

UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED.