November 18, 2020
ALERT: This is a new date for the Summit. Existing registrations have been automatically transferred to the new date.
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.