08:30 AM - 09:20 AM - Registration and Networking Breakfast

9:20 AM-9:30 AM - Opening Remarks

09:30 AM - 10:30 AM - Session 1 - How to Transition Wealth without Dividing the Family

As wealth advisors, one of the key challenges is engaging the "soft side" of wealth transfer to strengthen client relationships and retain assets across generations. Many clients are focused not just on transferring assets, but on passing down values, fostering unity, and building a lasting family legacy. In this session, we will explore effective strategies for communicating about wealth within families, helping you navigate these delicate conversations while maximizing opportunities for client

Speaker: Amy Castoro, President and CEO, The William Group

10:30 AM - 11:30 AM - Session 2 - Understanding When a Family Trust is Required

Family Trusts play a vital role in wealth management, offering asset protection, tax efficiency, and structured wealth transfer. This session will explore when a trust is the right solution for your clients, covering key benefits, fiduciary responsibilities, and best practices for Trustees and Beneficiaries. Learn how to navigate legal obligations, avoid common pitfalls, and effectively manage trusts to preserve family wealth across generations.

Speaker: Corina Weigl, Partner, Co-leader, Private Client Services, Fasken Martineau DuMoulin

Mid-morning Break

11:30 AM - 11:50 AM

11:50 AM - 12:50 PM - Session 3 - CFA Institute's Private Wealth Offerings: A Pathway to Expertise

Join us for a session designed to equip wealth advisors with the practical tools and insights needed to excel in private wealth management. Whether you're already a CFA charterholder or not yet pursuing one, this session offers valuable takeaways, including actionable frameworks for managing high-net-worth clients, preserving wealth, and staying ahead of industry trends. Discover CFA Institute’s exclusive resources designed to enhance your practice.

Speaker: Julan Al-Yassin, CFA, Director of Learning Content Development, Professional Learning Division, CFA Institute

Networking Lunch

12:50 PM - 1:40 PM

1:40 PM - 2:40 PM - Session 4 - How to Conduct Due Diligence on Investment Solutions in the Private Market

Gain actionable insights from a diverse panel of industry leaders as they share best practices for evaluating private market investment opportunities. This session will equip wealth advisors with practical frameworks to assess risk, optimize performance, and align investments with client objectives—ensuring you deliver value-driven solutions in an increasingly complex market

Speakers: - Subin Manickath, CFA, Senior Analyst, Alternative Investments, TD Wealth - Tom Johnston, Canadian Market Head, iCapital Network - Apoorva Pande, CFA, CAIA, Vice President, Global Manager Research, RBC Wealth Management - Moderator: Wanting Zhao, CFA, Investment Cousellor, RBC PH&N Investment Counsel

2:40 PM - 3:40 PM - Session 5 - Unlocking the Power of Neurodiversity: Enhancing Client Engagement and Team Collaboration

Explore 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. Gain insights from Dr. Dunne’s expertise on fostering a culture of inclusivity within your organization.

Speaker: Maureen Dunne, PhD., Cognitive Scientist and Neurodiversity Expert, Author of the National Bestseller, The Neurodiversity Edge: The Essential Guide to Embracing Autism.

Networking Reception

3:40 PM - 5:00 PM