Welcome to the 5th Annual Dealer Conference 2026

In 2025, we talked about building the modern practice. In 2026, we're asking what powers it now and where it's heading. 

AI is changing how advisors work. Platforms are evolving. Growth looks different than it did even two years ago. This year's conference brings it together: with sessions, demos, and conversations built around three pillars:​​​​​​​

  • AI in the advisor practice
  • Growth strategies that are actually working
  • What's Next for independent wealth management in Canada

More details coming soon.