2020 Annual Wealth Conference Session 6 - The Overlooked Gap in Financial Advice

2020 Annual Wealth Conference Session 6 - The Overlooked Gap in Financial Advice


Hosted By: Private Wealth Management Committee
Level: General
Format: 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.

SESSION 6: The Overlooked Gap in Financial Advice
Discover why P&C Insurance is the Overlooked Gap in your High Net Worth Client’s Financial Plan. Joanna McNamara highlights the data findings as well as the benefits of talking about P&C to protect clients' financial goals through the use of case studies. She will validate and quantify two questions:
1. Is there a gap between what successful clients of financial advisors expect of their advisors regarding property and casualty risks – and advisors’ awareness of these expectations?
2. What is the financial impact of not optimizing successful clients’ P&C insurance strategy to their unique coverage needs?

Registration Deadline: 27 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 29, 2020
    3:00 PM - 4:00 PM
    Eastern Time

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