2017-10-18T00:00:00-0400

2017-10-18T00:00:00-0400

Private Wealth Canada Forum Toronto, Canada | October 18, 2017 Request Agenda


The Private Wealth Canada Forum is our Flagship private wealth forum supporting HNW advisors across Canada. This form is the local culmination of our 20+ global one day private wealth events and brings together the leading private banks, wealth managers and family offices for a one day networking & peer education platform. The forum’s agenda covers asset allocation, trust & estate planning, family governance, risk management and asset class specific sessions. Available to 16 asset managers and financial service providers through sponsorship only, the meeting provides an intimate platform to access the most active private wealth investors in Canada.  

FEATURED SPEAKER

Michael Tarantino, Vice President & Managing Director, BMO Wealth Management

Michael has over 20 years of experience in the financial services industry; since 1997 Michael has focused on providing high net worth clients, executives and business owners with strategic direction and customized financial plans to address their unique goals and complex needs. Michael completed his BA in Economics from York University, and an MBA from the Edinburgh Business School, UK. Michael is a Chartered Professional Accountant (CPA, CMA) and he holds the Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Adviser (FMA), Fellow of the Canadian Securities Institute (FCSI) and the Certified International Wealth Manager (CIWM) designations and is a member of the Society of Trust & Estate Practitioners (TEP). Michael leads a group of professionals comprised of Advanced Wealth Planning, Tax, Cross-border, Estate and Trust, and Business Advisory & Succession experts that are dedicated to helping advisors in providing high net worth clients with a collaborative approach to wealth management.


SPONSORS

MEDIA & INSTITUTIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

  • The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, tax, trust and estate planning. Learn about the latest regulations.
  • Alternative Investments–Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
  • Philanthropy–How are Philanthropy leaders and impact investors approaching this concept when investing their money.
  • Family Governance–how can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come.

SPONSORSHIP ONLY

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


St. Andrew’s Club and Conference Centre
150 King St W, Sun Life Financial Tower
Toronto, ON
Canada M5H 1J9
CLICK TO VISIT VENUE WEBSITE

CONTACT

MEDIA & MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Edward Prindiville

Program Manager

+1 646-358-3444

Edward.Prindiville@marketsgroup.org

PROGRAM MANAGER

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

RELATIONSHIP MANAGER

Cinthia Silva

Relationship Manager

+1 917-551-5541

Cinthia.Silva@marketsgroup.org