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2022 MMI Toronto Wealth Management Summit

June 09, 2022

Toronto, ON • Vantage Venues

CE Credits
Sold Out

Charged Admission

Open to members and non-members

Press prohibited

CE CREDITS

Investments & Wealth Institute has accepted the 2022 MMI Toronto Wealth Summit for 6 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Overview

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.

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.

Note:
This event is closed to members of the media.

Agenda

Day 1

Evening Activities


Featured Speakers

Ric Edelman

Founder | Digital Assets Council of Financial Professionals (DACFP)

Goshka Folda

President & CEO, Investor Economics | Global Head of Research, ISS Market Intelligence

Prema Thiele

Partner and National Group Head | Corporate & Capital Markets Borden Ladner Gervais LLP

Partners and Sponsors

2022 Titanium Partner

2022 Platinum Partners

2022 Cobalt Partners

Leadership Sponsor

Supporting Sponsor

Sponsorship Opportunities

The 2022 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646-868-8518