2020 Annual Wealth Conference - Package Deal

2020 Annual Wealth Conference - Package Deal

Registration is now closed. To add yourself/guests to the waitlist, please follow regular registration prompts and the events team will contact you only if there is availability. If you have any questions, please contact the planner directly.


Hosted By: Private Wealth Management Committee
Level: General
Online (Please note that all times are EDT)

Evolution from the Specialist to the Generalist
CFA Society Toronto is pleased to announce the return of our Annual Wealth Conference, now offered as an online webinar series.

As the number of competitors fighting to serve high net-worth clients increases so does the need to ensure that we all provide our clients with quality advice. It appears that the leading advisors are those that can evolve their business to focus on building a wealth program for their clients rather than the much more traditional one dimensional investment program. 

High net-worth clients continue to demand that all of their advisors work together, and this collaborative client centric approach is becoming the new industry standard. Meaning that as investment advisors we need to continue to broaden the scope of our knowledge in order to be able to effectively communicate with our client's other advisors. This year's conference features a number of sessions which are designed to helps us all manage risks that are found outside of our client's traditional portfolios.

Package Deal Includes:
Session 1 - Trends & Developments in the Industry
15 Sept, 2020 - 10:30 AM to 11:30 AM
Speaker: Keith H. Sjögren, Managing Director, Consulting Services, Investor Economics 

Session 2 - Mental Health & the Financial Advice Relationship
17 Sept, 2020 - 3:00 PM to 4:00 PM
Speakers: Carol Lynde, President & CEO, Bridgehouse Asset Managers 
Adam Wiseman, Mental Health Subject-Matter Expert, Bridgehouse Asset Managers Advisory Panel

Session 3 - Women & Wealth: A Decade of Rich Thinking®

22 Sept, 2020 - 2:00 PM to 3:00 PM
Speaker: Barbara Stewart, CFA, Researcher and Author

Session 4 - Philanthropy Is More Than a Tax Receipt
24 Sept, 2020 - 3:00 PM to 4:00 PM
Speakers: Beth Webel, National Personal Tax Leader, PwC Canada
Bill Young, Founder, Social Capital Partners
Bruce Macdonald, President & CEO, Imagine Canada
Sheree Meredith, Principal, Sheree Meredith Consulting

Session 5 - Will Your Client's Wealth Unify or Divide Their Families?
29 Sept, 2020 - 10:30 AM to 11:30 AM
Speaker: Amy Castoro, President and CEO, The Williams Group

Session 6 - The Overlooked Gap in Financial Advice

29 Sept, 2020 - 3:00 PM to 4:00 PM
Speaker: Joanna McNamara, Vice President and Head of Partnerships, Chubb

Registration Deadline: 13 September - 11:59 PM
Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.


  • When

  • Tuesday, September 15, 2020 - Tuesday, September 29, 2020
    10:30 AM - 4:00 PM
    Eastern Time

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