June 9, 2022 | Toronto, ON | Vantage Venues
Charged admission | Open to MMI members and non-members
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.
UPDATED – June 6, 2022 – MMI strongly encourages all attendees of the 2022 MMI Toronto Wealth Management Summit to be fully vaccinated and boosted. According to the latest guidance from local authorities in Toronto and our host venue, attendees will not be required to present proof of vaccination to attend the Summit. The use of face masks is recommended, but not required. In addition, attendees must self-monitor their health prior to attending the Summit. Attendees should not attend if they experience any symptoms associated with COVID-19, including, but not limited to, fever, cough, shortness of breath or loss of taste and/or smell.
This event is closed to members of the media.
Questions? Contact MMI at email@example.com or 646-868-8500.