2020 MMI Toronto Wealth Management Summit

November 18-19, 2020 

Co-Chairs: 
Barbara Foy-Pilchner,
Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management 
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank

This year’s event will be delivered virtually. Like you, we will miss the excitement and collegiality of getting together in person, but we have a compelling agenda for these difficult times. 

 

The Coming Decade: Wending Our Way Through COVID Toward a New Normal

The Canadian wealth management industry is changing rapidly as the needs and expectations of its clients evolve – and all signs point to the pace of transformation only continuing to accelerate over the coming decade. In addition to the ongoing impact of the COVID pandemic, 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 November 18 and 19 for the MMI Toronto Wealth Management Summit as senior executives and key industry influencers share their insights and perspective on the ongoing impact of the pandemic, the trends and opportunities that will define The Coming Decade, and what firms must do to succeed. 


Additional Information

Agenda

Featured Speakers

Goshka Folda

Goshka Folda
President & CEO
Investor Economics;
Global Head of Research
ISS Market Intelligence

Prema Thiele
Partner
Borden Ladner Gervais

Partners & Sponsors

2020 MMI Titanium Partner


2020 MMI Platinum Partner

   


2020 MMI Cobalt Partners
 

CR          

Sponsorship Opportunities

The Summit represents a unique opportunity to build brand awareness, showcase your firm's offerings, and make new connections with leading players in the Canadian wealth management space. A limited number of premium sponsorship packages are available.

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

CE Credits

Investments & Wealth Institute® has accepted the 2020 MMI Toronto Wealth Management Summit for 5.5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 

For more information, contact events@mminst.org or call (646) 868-8500.

Registration Fees

Standard Registration Fee - $350 
Volume Discount: A 10% discount is available for additional participants from the same firm once two participants have enrolled at the $350 fee. Please notify MMI at (646) 868-8500 for the discount code.

Cancellation Fees

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and 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 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