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Candidate Connect LIVE!September 23, 2026
FMI Learning Series: Using AI in financial modeling: What you need to know todaySeptember 29, 2026
BEYOND PASSIVE BENCHMARK: Unlocking Multiple Sources of Alpha in Long-Duration Fixed IncomeOctober 7, 2026See All Events- 69th Annual Investment Dinner
Navigate the Evolving Wealth Landscape
The Wealth Conference is a leading event for professionals in financial advisory and wealth management, focused on delivering insight, strategies, and best practices to serve increasingly complex client needs.
This annual Conference is a convergence of expertise, insights, and forward-looking strategies, designed to navigate the complexities of wealth management in today's dynamic economic environment. It's an ideal Conference for professionals who are looking to deepen their knowledge in financial planning, practice management, and client relationship management.
This conference provides a comprehensive view of the wealth management landscape, including:
- Insights from industry experts and thought leaders
- Perspectives on client needs and market trends
- Practical approaches to managing complex portfolios
Why Attend
- Connect with Wealth Professionals: Build relationships with advisors, portfolio managers, and peers across the industry.
- Gain Actionable Insights: Learn from experts sharing perspectives on key issues and emerging trends.
- Enhance Your Client Approach: Develop strategies to better serve clients in a dynamic environment.
- Stay Current and Competitive: Engage with a trusted event that reflects best practices in wealth management.
Who Should Attend
- Wealth advisors and portfolio managers
- Financial planners and client-facing professionals
- Investment professionals serving high-net-worth clients
- Professionals focused on wealth strategy and advisory
Great conference today. This was a well-organized and insightful event, and commendations to CFA Society Toronto for highlighting important and often underrepresented topics within our industry. The depth of discussion and quality of networking made a highlight of the month.
Insightful session from Subin, Apoorva, Wanting and Tom
Really enjoyed chatting with these experts on Alts! The level of engagement with the audience was amazing!
Thank you for the opportunity to be part of such an impactful event. We’re proud to support the 18th Annual Wealth Conference and contribute to conversations that shape the future of our industry. It was a privilege to connect with so many passionate professionals. Here’s to continued collaboration and partnership.
This was a really fantastic experience!
Had a front row seat for this great discussion at the 19th CFA Private Wealth Conference. Infrastructure continues to be a growing area of interest in the HNW space as clients look beyond traditional asset classes for long-term diversification and return potential. Kudos to Wanting Zhao, CFA for doing a fantastic job moderating the panel!
It was an honour to speak at the CFA event this afternoon with Peg Bocci. Financial Advisor’s play an important role in planning for our financial needs as we age, and it was our pleasure to provide a glimpse into the world of Eldercare Planning and the challenges seniors are experiencing today.