PROGRAM

12:45 PM
Registration Opens
1:30 PM - 1:45 PM
Opening Remarks
1:45 PM - 2:15 PM
WealthTech Forward: Elevating Advisor and Investor Experience
2:15 PM - 2:45 PM
Canadian Energy Outlook
2:45 PM - 3:00 PM
Networking Break
3:00 PM - 4:35 PM
Speed Networking
4:35 PM - 4:45 PM
Closing Remarks
6:00 PM - 7:00 PM
Cocktail Networking Reception
7:00 PM - 9:00 PM
Dinner
7:30 AM - 8:30 AM
Breakfast
8:30 AM - 8:40 AM
Opening Remarks
8:40 AM - 9:20 AM
How to Build Resilient Portfolios and Grow Your Business Using Alternative Investments
9:30 AM - 10:15 AM
Expanded Potential with your Managed Assets Program
Investing in Private Markets: 5 Questions Every Advisor Should Ask
Centurion Apartment REIT, The Time is Now
10:15 AM - 10:35 AM
Networking Break
10:35 AM - 11:20 AM
Stay Ahead of the Evolving Investor Landscape: Trends, Insights, and Strategies for Advisors
Tax Alpha: Unlocking the Power of Canoe’s Portfolio Class Structure
Beware of the Boogeyman: The importance of Due Diligence and Ongoing Monitoring When Allocating to Alternatives
11:30 AM - 11:55 AM
Constructing Pension-Style Investment Portfolios with Real Assets
Key Trends in "IIROC" Advisor Portfolios
Beyond the Fund: A New Approach to Wealth
11:55 AM - 12:45 PM
Lunch
12:45 PM - 1:45 PM
Surprise Guest Speaker (you’re not going to want to miss this!)
1:45 PM - 2:15 PM
Regulatory Update with CIRO
2:15 PM - 2:30 PM
Networking Break
2:30 PM - 2:55 PM
Opportunities and Insights, How to Grow Your Business with Real Estate the Original Alternative
The Demographics of Wealth
What’s Old is New Again: Uncovering Opportunities in Value Investing in a Higher Rate Environment
3:05 PM - 3:30 PM
Enhancing Service to Clients by Leveraging Evolving Technology
Navigating the Wealth Transfer: Risks, Readiness, and the Role of Insurance.
Core, Satellite, and Success: Building Business in a TCR World
3:40 PM - 4:15 PM
The Future of Designed Wealth Management
6:00 PM - 9:00 PM
Offsite Dinner
9:00 PM - 11:59 PM
After Party