RSVP for OCT. 28 – Vantage Series: 6 CEOs On What It Takes To Win in Financial Services

Will you be in Toronto October 28?  Then make sure you reserve your spot at the next Vantage Series Event on October 28 at the National Club. Get up close and personal with top CEOs on Bay Street and beyond, as they give you their views on future of wealth management. Don’t miss this opportunity to meet the leaders who will share insightful “aha” moments with you. Here are the details:

The Vantage Series: Thought Leadership in Wealth Management

October 28, 2019 – 11:30 AM – 1:30 PM 

RSVP BY OCTOBER 7

OR CALL 1-866-953-4769

Speakers include: 

Welcome & Opening Remarks

Ian Russell, President & CEO, IIAC

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

State of the Union: A View from the Corner Office

Stuart Raftus –President, Canaccord Genuity Wealth-Canada

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.

Adapting to Change

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?

Regulatory Considerations for the Referral Model

Jason Ayres –CEO & Derivatives Strategist, Croft Financial Group

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.

CANADA 150+3, Our Time, Our Turn                  

Dr. Michael Graham –President, Michael Graham Investment Services

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!

Positioning for the Future

Evelyn Jacks –President, Knowledge Bureau

The pipeline of talent in the financial services is growing thinner, as high performing boomers are retiring.  Recruiting qualified new advisors to serve the needs of multi-generational HNW client bases is not only difficult, but especially expensive without a plan for retention. The win for firms that invest in meaningful professional development is two-fold:  astute advisors who want to bring acuity to their work will want to come and stay.  A culture of thought leadership will also satisfy new regulations that focus on high standards of competency in the provision of advice.  Most important, it will save you money.  Learn how from one of Canada’s top 25 Women of `Influence who founded Knowledge Bureau to train financial specialists.

The Vantage will wrap up with a Panel Discussion/ Q&A: a fast fast-paced round table with all presenter followed by thank you’s.  A delicious lunch will be served.

ACT NOW - Register online by October 7 to take advantage of early-bird pricing or call 1.866.953.4769.

Individual Tickets: $125.00 (+tax)

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

IIAC Members: $90.00 (+tax)

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 behavior, 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.