High Net-Worth Client Engagement & Acquisition for Wealth Management Summit


Uniquely designed for Canadian utilities, this summit is the place to gain crucial knowledge to maximize your data analytics, drive your financial and operational performance, and learn from utility leaders with firsthand experience in effective data deployment.

Visitors

Managing Directors | Private Client | Wealth Management | Business Development | Strategy | Relationship Management | Client Services | Marketing

Exhibitors

Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has...

Partners:

AIMA Canada, the National Group of the Alternative Investment Management Association (AIMA), was formed in March 2003 to act as the voice of the alternative investment industry in Canada...

http://www.advisor.ca/

Private Asset Management - the industry publication that exclusively covers the wealth management and family office industry - brings to readers actionable information regarding best business practices, investment management and trust services...

Toronto based publishing and educational firm whose goal is to provide valuable, unbiased and timely information about Hedge Funds and the Canadian Hedge Fund industry...

Women in Capital Markets is a non-profit organization dedicated to...

http://manageyourwealth.ca/

Founded in 2002 and based in Toronto, Canada; PRIVATEBANKING.COM is a global company and leader in internet marketing serving customers across the financial industry...

Endorsers:

At the initiative of a group of Independent Financial Advisors and under the auspices of the Swiss Group of Independent Financial Advisors (GSCGI)...

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