18th Annual Wealth Conference
Hosted by Private Wealth Management Committee
May 14, 2025 | 8:30 -5:00 PM
Vantage Venues: 150 King St. W, 16 FL
The Evolution of the Wealth Management Industry
The wealth management industry is evolving rapidly—driven by shifting client expectations, technological disruption, and the demand for more personalized investment strategies. To stay ahead, professionals must embrace innovation, refine their approaches, and leverage emerging opportunities.
The Annual Wealth Conference brings together leading experts, forward-thinking advisors, and industry pioneers to explore these changes in depth. Designed for wealth management professionals, private wealth advisors, and thought leaders, this event delivers actionable insights, strategic tools, and high-impact networking opportunities.
Join us for a day of expert discussions, market intelligence, and practical strategies to help you navigate the complexities of modern wealth management and drive long-term success.
Keynote Speaker: Dr. Maureen Dunne
We are honoured to welcome Dr. Maureen Dunne, a global thought leader in neurodiversity and author of the national bestseller The Neurodiversity Edge. Featured in Forbes, Bloomberg, MIT Sloan Management Review, and more.
Join Dr. Dunne as she will provide insight on the importance of neurodiversity in building effective teams and engaging diverse client profiles and most importantly avoiding Groupthink which is a serious risk for all organizations.
WHY ATTEND THE CONFERENCE?
- Stay Ahead of Industry Trends – Gain insights into evolving client demands, emerging investment strategies, and the latest technological advancements shaping wealth management.
- Learn from Top Experts – Hear from leading voices in the industry as they share actionable strategies and innovative approaches to managing wealth in a dynamic market.
- Expand Your Professional Network – Connect with private wealth advisors, portfolio managers, and industry decision-makers to exchange ideas and explore new opportunities.
- Deepen Your Expertise – Enhance your knowledge with sessions on private wealth management, due diligence in private markets, and navigating complex wealth transition challenges.
- Boost Your Career & Business Growth – Discover best practices for building high-performing teams, refining investment strategies, and delivering greater value to your clients.
- Navigate Regulatory & Market Changes – Stay informed on key developments that could impact your practice and learn how to proactively adapt.
Don’t miss your chance to be part of an event that consistently sells out due to its immense value. Take advantage of early bird pricing and register now to reserve your spot today!
CFA Institute Professional Learning (PL) Credit Information: Eligible for 6 CFA Institute PL credit hours.Â
SER Credit Information: This Event is eligible for 1 SER Credit
Registration Information:
Individual Tickets
- Early Bird Deadline: April 7, 2025, 11:59PM ET
- Registration Deadline: May 7, 2024, 11:59PM ET
THANK YOU TO OUR SPONSORS
Presenting Sponsor
Event Sponsors
Supporting Sponsors
CFA Society Toronto Corporate Sponsors
CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.
GOLD
BRONZE
CFA Society Toronto Supporting Partner
