8:00AM – 8:30AM
Registration and Credential Pickup
8:30AM – 8:45AM
Welcome and Opening Remarks
Barbara Foy-Pilchner, Managing Director, National Accounts, Manulife Asset Management
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank
8:45AM – 9:45AM
Industry Landscape: What’s Next?
Not unlike their global counterparts, competitors in Canada’s wealth management industry must buttress their businesses against disruption stemming from a quartet of powerful external forces – shifting demographics, technological advancements, regulatory activities, and volatile capital markets. Add to this an overabundance of firms lined up to leverage the vast household wealth market opportunity, and the stage is set for a fluid and competitive landscape, one which is likely to look very different five years from now. Among asset managers, their distribution partners, and advisors on the industry frontlines, the future will belong to those organizations and individuals who understand the pockets of expansion and retrenchment, recognize and quantify the household wealth trends, such as inheritance transfer and the millennial opportunity, and who prepare accordingly. The session will leverage Investor Economics/Strategic Insight’s thought leadership and fact-based trend analysis to unlock how to position your firm to become a winner in the battle for the Canadian household share of wallet in the years to come.
Goshka Folda, President and CEO, Investor Economics
9:45AM – 10:45AM
Kate McGrann, Partner, Crowley, MacKewn, Brush LLP
10:45AM – 11:00AM
Refreshment and Networking Break
11:00AM – 12:00PM
The Role of Emerging Technologies in Asset Management
Some emerging technologies are doing just that – emerging from labs into everyday use. In this session, PwC Technology Strategy Partner Carl Drisko will review the new technologies at varying stages of emergence, including Cloud, AI, Blockchain, and Robotics Process Automation (RPA). His discussion will cover maturity, risks, and how these technologies are being applied at firms large and small. Key takeaways will include which technologies are mature enough for use by conservative asset management firms and which are more appropriately used by more innovative firms.
Carl Drisko, Principal, PwC Strategy&
12:00PM – 1:30PM
Luncheon with Keynote Speaker
JF Courville, CEO, Wealthsimple for Advisors
1:30PM – 2:30PM
What Does the Future Hold for the Delivery of Investment Advice
Changes in technology, regulation, and demographics are having a direct and unprecedented impact on the delivery of investment advice and products to clients of Canadian investment dealers. Similarly, asset managers and product manufacturers are facing a changing dynamic as they seek to enhance the traditional vendor/dealer relationship.
Among the topics this panel will explore:
- In an era when scale is critical, how will asset managers, dealers, and their clients respond to the ongoing changes?
- For asset managers and product manufacturers to achieve success, it is critical that they understand how dealers envision future partnerships. With a potential “narrowing of shelf” on the horizon, what will dealers view as a true, value-add vendor relationship going forward?
Stuart Thompson, Vice President, National Accounts, Invesco
Scott Sullivan, Vice President, Wealth Products & Services, TD Wealth Management
2:30PM – 3:30PM
The Changing Landscape: Advisory Platform Product Innovation and Downward Fee Pressure
This session looks at evolving advisory product trends, with an eye on key risks, margin compression, and opportunities you can’t afford to ignore. The panel will review the changing roles of ETFs, MFs, SMAs, and UMAs and take a closer look at some of the new types of alternative investments and asset allocation solutions that are worth serious consideration in today’s rapidly-evolving marketplace. What are the probable future trends and where will the growth come from?
Vivian Hsu, Manager, ETF's, Fidelity Investments
Naveen Mohammed, BMO
Michael Rollason, Vice President and Head, Canadian Managed and Fee-Based Accounts, RBC Wealth Management
Derek Saliba, Head of Retail Investment Products and Asset Allocation, Manulife
3:30PM – 3:45PM
Refreshment and Networking Break
3:45PM – 4:45PM
Financial Advisor Panel: The “Alternative” Paradigm in Wealth Management
The advisory solutions industry is becoming more competitive even as the number of advisors is projected to shrink over the coming decades. To thrive, sponsors of advisory groups need to build sustainable businesses that result in consistent and successful outcomes for their customers and, in turn, generate referrals and long-term tenure of clients. Increasingly, this will require going beyond the traditional to the alternative. Alternative asset allocation models, alternative investments, alternative service models, and alternative advice are the future. Our panelists will address this paradigm by sharing their philosophies on building future-ready platforms to fulfill their clients’ ongoing needs and desired legacies.
Angela Vidakovich, Director, Marketing & Client Service, Brookfield Asset Management
Kyle MacDonald, Portfolio Manager, Gallant MacDonald - CIBC Woody Gundy
Mindy Mayman, Partner, Richter
4:45PM – 5:00PM
5:00PM – 6:00PM
Networking and Cocktail Reception