2023 MMI Toronto Wealth Management Summit

April 18-19, 2023 | Virtual
Charged admission | Open to members and non-members

Danny Kabeya, Divisional Director, Eastern Canada, Russell Investments
Michael Lynds, Managing Director, Head of Retail Business, Picton Mahoney Asset Management

Back for its eleventh year, the MMI Toronto Wealth Management Summit returns in a virtual format for 2023. Join colleagues from across the Canadian wealth and asset management ecosystem on April 18 & 19 for timely discussions on a range of critical topics, including:

  • A macro view of key trends in the Canadian wealth management space
  • Delivering personalized portfolios – balancing scale, flexibility, and efficiency
  • Harnessing the power of emerging technologies to accelerate growth
  • The latest developments on the regulatory front – and a look ahead
  • The advisor perspective on the evolving client-advisor dynamic – and where top advisors are focusing now
  • Navigating human capital challenges in the current environment

Invite your team! This year’s virtual format makes it easy for more associates to hear from – and engage with – senior executives from leading dealers, asset managers, and fintech providers.

Additional Information


Agenda (check back often and refresh your browser for updates)

Featured Speakers

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

Registration Fees

Member Registration Fee - 295 USD
Non-Member Registration Fee - 345 USD

Cancellation/Transfer Policy

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

CE Credits

The Toronto Wealth Management Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.

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 opportunities are available.

For additional information, please contact:
Joan Lensing
Executive Vice President, Chief Programming Officer
(646) 868-8518

MMI Conference Code of Conduct/Antitrust Guidelines & 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 are 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.


Attendee Registration
events@mminst.org or 646-868-8500

Speaker Registration
Lauryn Hughes
lhughes@mminst.org or 646-868-8510

Fees & Billing
Eitan Bedziner 
ebedziner@mminst.org or 646-868-8500

Sponsorship Opportunities
Joan Lensing
jlensing@mminst.org or 646-868-8518