As we head into 2023, we will continue to be faced with significant changes to our business and personal lives. Are you ready to provide timely advice and the right solutions to meet your clients’ evolving investment needs?
Join us on
Monday, January 16
and
Tuesday, January 17
and we will arm you with the information and tools you’ll need to answer all your questions! Our aim is to prepare you for the changes 2023 will bring so you and your clients can thrive in the face of these challenges.
Start the new year off right, equipped with great ideas and timely advice that will help you succeed in 2023 and beyond!
7:30 AM - 9:00 AM | Breakfast |
9:00 AM - 12:00 PM | Morning Meetings |
12:00 PM - 1:00 PM | Lunch |
1:00 PM - 5:00 PM | Afternoon Meetings |
6:30 PM - 12:00 AM | Evening Event |
7:30 AM - 9:00 AM | Breakfast |
9:00 AM - 12:00 PM | Morning Meetings |
12:00 PM - 1:00 PM | Lunch |
Partner
Babin Bessner Spry LLP
Psychologist and Behavioral Finance Expert
Financial Advisor
IPC Investment Corporation
Financial Advisor
IPC Securities Corporation
Vice President, Canadian Equities
Beutel, Goodman & Company
Senior Portfolio Manager
Guardian Capital
President and CEO
Picton Mahoney Asset Management
Managing Partner & Head of Global Securities
Hazelview Investments
Portfolio Manager
Thompson, Siegel & Walmsley (TSW)
Portfolio Manager
Wasatch Global Investors
CEO & Chief Investment Officer
Managing Partner
Mount Lucas
Vice President, Portfolio Manager
Senior Vice President,
Institutional Portfolio Manager
Franklin Templeton
EVP, Advisor Services
Chief Investment Strategist
Director, Portfolio Management
VP, Business Development
VP, Product Management
Chief Investment Officer
VP, Portfolio Strategy
SVP, Wealth Management Services
Private Wealth Portfolio Manager
Private Wealth Portfolio Manager