REGISTRATION NOW OPEN: 2019 IIAC and Knowledge Bureau Breakfast Series – 9 May 2019 | Toronto

Location:
The National Club



Event Description:

 

Date: Thursday, May 9, 2019
Time: 7:30 am to 9:00 am
Location: The National Club, 303 Bay Street, Toronto

 

Wealth management issues in a global environment

 

The IIAC and Knowledge Bureau are proud to introduce the VANTAGE BREAKFAST SERIES FOR THOUGHT LEADERS IN WEALTH MANAGEMENT. Twice a year, we will bring together thought leaders in wealth management to hear first-hand perspectives on issues facing today’s wealth management firms from the leading minds in Canada and internationally. The topic of the May 9 inaugural event is Wealth Management Issues in a Global Environment.

Enjoy networking, breakfast, and three 20-minute presentations from recognized leaders in the wealth management services sector. Attendance is limited to 70, so please be sure to purchase your ticket(s) and/or a table today.

 

Agenda:
7:30 am – Networking and Breakfast
7:55 am – Welcome and Opening Remarks – Ian Russell, President & CEO, IIAC
8:00 am – State of the Union – Richard Rousseau, Executive Vice-President – Head of Wealth
                 Management, Private Client Group, Raymond James Ltd.
8:20 am – Cross-Border Realities – Dr. Dean Smith, President, Cadesky U.S. Tax Ltd.
8:40 am – Evolution and Disruption – Evelyn Jacks, President, Knowledge Bureau

 

Event wrap-up by 9:00

 

Registration deadline is May 7.

IIAC members: $100

    Non-members: $125