June 9, 2022 | Toronto, ON | Vantage Venues
Charged admission | Open to members and non-members
Co-Chairs:
David Kamerman, Senior Vice President, Regional Director, Envestnet
Michael Lynds, Managing Director, Picton Mahoney Asset Management
Eyes Ahead: Finding Opportunity in Change
Join us for the MMI Toronto Wealth Management Summit as senior executives and key industry influencers share their insights and perspective on what firms must do to succeed and thrive in this period of unprecedented – and seemingly unrelenting – change.
Still grappling with the impact of the COVID pandemic, the Canadian wealth management industry is also facing a trifecta of powerful forces – demographics, technology, and regulation – that are creating new challenges and opportunities at an accelerated pace.
Join us to explore what it all means for advisor and investor engagement, manager and dealer service models, and platform and product offerings. You’ll engage with leaders and peers from top wealth and asset management firms to share information, knowledge, and opinions. Be part of the dialogue as we collectively keep our “eyes ahead” and focus on the opportunities that lie in front of us.
Health and Safety:
As we return to live events, MMI is following the guidelines of local authorities and our host venue to ensure a safe and healthy experience for all attendees.
As of September 22, 2021, the Government of Ontario requires guests who are 12 years of age and older to be fully vaccinated (two doses, plus 14 days) and to provide their proof of vaccination along with photo ID to access Vantage Venues. Attendees will be required to present their photo ID and proof of vaccination to attend the 2022 MMI Toronto Wealth Management Summit.
Note:
This event is closed to members of the media.
Questions? Contact MMI at events@mminst.org or 646-868-8500.
