November 18-19, 2020
Co-Chairs:
Barbara Foy-Pilchner, Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank
This year’s event will be delivered virtually. Like you, we will miss the excitement and collegiality of getting together in person, but we have a compelling agenda for these difficult times.
The Coming Decade: Wending Our Way Through COVID Toward a New Normal
The Canadian wealth management industry is changing rapidly as the needs and expectations of its clients evolve – and all signs point to the pace of transformation only continuing to accelerate over the coming decade. In addition to the ongoing impact of the COVID pandemic, the forces in play are powerful and far-reaching: the largest wealth transfer in history is imminent; technological advancement and integration are impacting every area of financial services; regulatory reform has become the norm; the shift from active to passive continues; and environmental and socially responsible considerations are fundamentally reshaping finance and investment strategy.
What does it all mean for the future of advice and investment solutions?
Join us on November 18 and 19 for the MMI Toronto Wealth Management Summit as senior executives and key industry influencers share their insights and perspective on the ongoing impact of the pandemic, the trends and opportunities that will define The Coming Decade, and what firms must do to succeed.
