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2022 MMI Toronto Wealth Management Summit

June 9, 2022 | Toronto, ON | Vantage Venues
Charged admission | Open to MMI members and non-members

Co-Chairs:
David Kamerman, Senior Vice President, Regional Director, Envestnet
Michael Lynds, Managing Director, Picton Mahoney Asset Management

Eyes Ahead: Finding Opportunity in Change

Join us for the MMI Toronto Wealth Management Summit as senior executives and key industry influencers share their insights and perspective on what firms must do to succeed and thrive in this period of unprecedented – and seemingly unrelenting – change.

Still grappling with the impact of the COVID pandemic, the Canadian wealth management industry is also facing a trifecta of powerful forces – demographics, technology, and regulation – that are creating new challenges and opportunities at an accelerated pace.

Join us to explore what it all means for advisor and investor engagement, manager and dealer service models, and platform and product offerings. You’ll engage with leaders and peers from top wealth and asset management firms to share information, knowledge, and opinions. Be part of the dialogue as we collectively keep our “eyes ahead” and focus on the opportunities that lie in front of us.

Health and Safety:
As we return to live events, MMI is following the guidelines of local authorities and our host venue to ensure a safe and healthy experience for all attendees.

UPDATED – June 6, 2022 – MMI strongly encourages all attendees of the 2022 MMI Toronto Wealth Management Summit to be fully vaccinated and boosted. According to the latest guidance from local authorities in Toronto and our host venue, attendees will not be required to present proof of vaccination to attend the Summit. The use of face masks is recommended, but not required. In addition, attendees must self-monitor their health prior to attending the Summit. Attendees should not attend if they experience any symptoms associated with COVID-19, including, but not limited to, fever, cough, shortness of breath or loss of taste and/or smell.

Note:
This event is closed to members of the media.

Questions? Contact MMI at events@mminst.org or 646-868-8500.

Register

Additional Information

Agenda

Featured Speakers


Ric Edelman
Founder
Digital Assets Council of Financial Professionals (DACFP)


Goshka Folda
President & CEO, Investor Economics;
Global Head of Research, ISS Market Intelligence


Prema Thiele
Partner and National Group Head, Corporate & Capital Markets
Borden Ladner Gervais LLP

Partners & Sponsors

2022 Titanium Partner

 

2022 Platinum Partners


 

2022 Cobalt Partners

 


 

Leadership Sponsor

Supporting Sponsor

Sponsorship Opportunities

The MMI Toronto Wealth Management Summit represents a unique opportunity to build brand awareness, showcase your firm's offerings, and make new connections with leading players in the Canadian wealth management space. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Executive Vice President, Chief Programming Officer
jlensing@mminst.org
646-868-8518

CE Credits

The Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.

Hotel Information

For your convenience, here is a list of hotels close to Vantage Venues, which is located at 150 King St. West.

Fairmont Royal York
100 Front St W, Toronto, ON
416-368-2511
6-minute walk to Vantage Venues
Hotel website

Hyatt Regency Toronto
370 King St W, Toronto, ON
416-343-1234
8-minute walk to Vantage Venues
Hotel website

Le Germain Toronto Mercer
30 Mercer St, Toronto, ON‎
866-345-9501
9-minute walk to Vantage Venues
Hotel website

One King West Hotel & Residence 
1 King Street West Toronto, ON M5H 1A1 
866-470-KING
3-minute walk to Vantage Venues
Hotel website

Registration Fees

Registration Date Registration Type Member
Fee
Non-Member
Fee
Launch date –
Friday, May 13		 Early Registration $795 $845
Saturday, May 14  –
Wednesday, June 8		 Standard Registration1 $895 $945
1 - A Volume Discount of $150 off the Standard Registration fee applies once 2 registrants from the same firm register for the Summit at the then prevailing full price. Any additional registrants above the first 2 from the same firm are eligible for a $150 discount off the Standard Registration fee per person. Only full price registrations are considered in determining eligibility for the Volume Discount. Email events@mminst.org for the Volume Discount code before registering.

COVID-19 Health and Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The safety of our attendees is our top priority. Please check this page regularly for updates. (Updated April 1, 2022)

We’re back in person! As we return to live events, MMI is following the guidelines of local authorities and our host venue to ensure a safe and healthy experience for all attendees.

UPDATED – June 6, 2022 – MMI strongly encourages all attendees of the 2022 MMI Toronto Wealth Management Summit to be fully vaccinated and boosted. According to the latest guidance from local authorities in Toronto and our host venue, attendees will not be required to present proof of vaccination to attend the Summit. The use of face masks is recommended, but not required. In addition, attendees must self-monitor their health prior to attending the Summit. Attendees should not attend if they experience any symptoms associated with COVID-19, including, but not limited to, fever, cough, shortness of breath or loss of taste and/or smell.

Please also note the specific vaccination and proof of vaccination requirements for individuals traveling between the United States and Canada (This information is subject to change and should be checked frequently):

By registering for this event, you acknowledge and agree to abide by the requirements outlined above as well as any additional safety protocols and guidelines that MMI shall establish for the health and safety of 2022 MMI Toronto Wealth Management Summit attendees.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, May 27. After that time, no refunds will be granted. Your registration can be transferred to another individual at your firm without penalty. To cancel or transfer your registration, please contact MMI at 646-868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.

Questions?

Attendee Registration:
events@mminst.org or 646-868-8500

Speaker Registration:
Robin Hannam
rhannam@mminst.org or 646-868-8509

Fees & Billing:
events@mminst.org or 646-868-8500

Sponsor Opportunities:
Joan Lensing 
jlensing@mminst.org or 646-868-8518