Name
Key Trends in "IIROC" Advisor Portfolios
Date & Time
Thursday, October 2, 2025, 11:30 AM - 11:55 AM
Speakers
Description
In this session, we will discuss several key trends and developments regarding portfolio management techniques and tools being utilized by predominantly IIROC/securities licensed advisors. We will cover topics such as industry innovations, handling demographic shifts, approaching alternative investments for the first time, and utilization of UMA/SMA/Pooled Funds.
Location Name
Bonavista
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Location
Bonavista