2020 MMI Toronto Wealth Management Summit

November 18, 2020 | Toronto
Vantage Venues

ALERT: This is a new date for the Summit. Existing registrations have been automatically transferred to the new date.

Co-Chairs: 
Barbara Foy-Pilchner,
Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Asset Management 
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank

The Roaring ‘20s: What It Will Take to Succeed in the Coming Decade and Beyond 
The Canadian wealth management industry is changing rapidly as the needs and expectations of our clients evolve – and all signs point to the pace of transformation only continuing to accelerate over the coming decade. 

The forces in play are powerful and far-reaching: the largest wealth transfer in history is imminent; technological advancement and integration are impacting every area of financial services; regulatory reform has become the norm; the shift from active to passive continues; and environmental and socially responsible considerations are fundamentally reshaping finance and investment strategy.

What does it all mean for the future of advice and investment solutions?

Join us on Wednesday, November 18 at the MMI Toronto Wealth Management Summit as senior executives and key industry influencers share their insights and perspective on the trends and opportunities that will define the 2020s – and what firms must do to succeed. You’ll engage with leaders and peers from top wealth management and advisory firms to share information, knowledge, and opinions. Be part of the dialogue as our firms and industry collectively position ourselves to tackle the Roaring ‘20s.


Additional Information

Agenda

Featured Speaker

Goshka Folda

Goshka Folda
President & CEO
Investor Economics;
Global Head of Research
Strategic Insight

 

 

Partners & Sponsors

2020 MMI COBALT PARTNERS

Charles River

      Envestnet

SILVER SPONSOR

Archer

Sponsorship Opportunities

The Toronto Wealth Management Summit represents a unique opportunity to build brand awareness with the Canadian wealth management industry’s most senior executives and decision makers, showcase your firm's offerings, and make new connections. A limited number of high-profile sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President
Chief Marketing Officer
jlensing@mminst.org
(646) 868-8518

CE Credit

Investments & Wealth Institute® has accepted the Toronto Wealth Management Summit for 7.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fees

Standard Registration Fee - $650 
Volume Discount: A 10% discount is available for additional participants from the same firm once two participants have enrolled at the $650 fee. Please notify MMI at (646) 868-8500 for the discount code.

 

Cancellation/Transfer Policy

All cancellations and transfers are subject to a $250 cancellation and $50 transfer fee. Full refunds minus the $250 cancellation and $50 transfer fee will be granted for cancellation requests received prior to 5:00 PM ET on Monday, October 19th. After that time, no refunds or credits will be granted, however, your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

Code of Conduct/Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.

 

Questions?

Attendee Registration Contact:
Events@mminst.org or (646)-868-8500

Speaker Registration Contact:
Zelle Richardson
zrichardson@mminst.org or (646)-868-8510

Fees & Billing Contact:
Samantha Lustig
slustig@mminst.org or (646)-868-8516

Sponsor Opportunities Contact:
Joan Lensing 
jlensing@mminst.org or (646)-868-8518