SAVE THE DATE: IIAC-Knowledge Bureau Vantage Series Luncheon – October 28, 2019 | Toronto

Location:
The National Club



Event Description:

IIAC-Knowledge Bureau Vantage Series Luncheon

EVOLUTION AND CHANGE IN WEALTH MANAGEMENT SERVICES

Date: Monday, October 28, 2019
Time: 11:30 am to 1:30 pm
Location: The National Club, 303 Bay Street, Toronto

Join other thought leaders in wealth management for the 2nd VANTAGE Series Event, a new, innovative professional development opportunity to be held on October 28 in Toronto. The theme of the luncheon is Evolution and Change in Wealth Management Services.

Confirmed presenters:

Stuart Raftus, President, Canaccord Genuity Wealth Management

David Hurd, Partner Leader, Wealth Management, Ernst & Young LLP

Jason Ayres, CEO & Derivatives Strategist, Croft Financial Group

Evelyn Jacks, President, Knowledge Bureau

Ian Russell, President & CEO, Investment Industry Association of Canada

Michael Graham, President, Michael Graham Investment Services Inc.

The inaugural Vantage Series Event, held on May 9th at the National Club in Toronto, was a resounding success, with four thought leaders sharing their insights and perspectives on the many strategic opportunities, issues and trends in wealth management. The audience was diverse, with representatives from leading wealth management firms, manufacturers, distributors and top advisors in the financial services who specialize in providing holistic wealth advisory services, and those with concerns about changes in consumer behavior, tax and emerging regulation.

Individual Tickets: $125.00 (+tax); Early Bird Pricing: $100.00 (+tax) until October 7; 

IIAC Members: $90.00 (+tax)   Use code: IIAC

Table of 8: $750.00 (+tax)

CLICK HERE TO RESERVE YOUR SEAT/TABLE TODAY.

For Dress Code and Club Courtesies, click here.

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