SCHEDULE

Download PDF
Télécharger PDF
7:00 AM - 8:00 AM
Registration & Breakfast
8:00 AM - 8:15 AM
Welcome & Opening Remarks
8:15 AM - 9:00 AM
Strategic Overview
9:00 AM - 9:30 AM
iAPW Leadership Panel
9:30 AM - 10:00 AM
Meet your Sponsors // Tradeshow Rotation
10:00 AM - 10:45 AM
iA Capital Markets Presents: Making Money for Your Clients in a New Market Regime
CI Investments Presents: Clients’ Minds and Their Money: Guide Their Minds to Achieve Financial Well-Being
Fidelity Investments Presents: Building Better Client Outcomes With ETFs
Manulife Investments Presents: Navigating Recessions
10:55 AM - 11:25 AM
Diamond Sponsor IA Clarington Presents: Fortify Clients’ Portfolios With Alternative Investments
11:25 AM - 11:55 AM
Global Economic Outlook
11:55 AM - 12:25 PM
Lunch
12:25 PM - 12:55 PM
Meet your Sponsors // Tradeshow Rotation
12:55 PM - 1:05 PM
Host / Engagement
1:05 PM - 1:35 PM
Advisor Panel: Helping Our Clients Build a Lasting Legacy: Family Wealth Planning for the Future
1:35 PM - 2:05 PM
Platinum Sponsor Dynamic Funds Presents: The Big Shift - Thinking Differently
2:05 PM - 2:35 PM
Meet your Sponsors // Tradeshow Rotation
2:35 PM - 3:20 PM
iAPW Presents: Elite UMA Deep Dive
iAPW Presents: Operations Digital Platform
iAPW Presents: Compliance Best Practices (French Session)
iAPW Presents: Digital Transformation
iAPW Presents: Protect your clients’ wealth while increasing your bottom line
3:30 PM - 3:55 PM
Artificial Intelligence Panel With Special Guests Google and Accenture
3:55 PM - 4:25 PM
Advisor Panel: UMA Champions: Advisor Success Stories Using the Elite UMA Platform
4:25 PM - 4:35 PM
Charity Introduction: Covenant House Toronto
4:35 PM - 4:40 PM
Closing Remarks
6:30 PM - 9:00 PM
Summit Soirée
7:00 AM - 8:00 AM
Breakfast
8:00 AM - 8:10 AM
Opening Remarks
8:10 AM - 8:40 AM
Fireside chat with Alexandra Williams, Senior Vice-president, Member Relations and Corporate Strategy, Canadian Investment Regulatory Organization (CIRO)
8:40 AM - 9:25 AM
Investment Solutions and Support at iA
9:25 AM - 9:55 AM
Diamond Sponsor iA Clarington presents: Income Investing: A Proven All-Weather Approach
9:55 AM - 10:25 AM
Meet your Sponsors // Tradeshow Rotation
10:25 AM - 11:10 AM
iAPW presents: CyberSecurity - what we all need to do to stay safe
AGF presents: The Investing and U.S. Policy Landscape
Franklin Templeton presents: The Anatomy of a Recession
TD Asset Management presents: Empowering Your Business: Evolving the Traditional Balanced Portfolio
Capital Group presents: Global investing: Many Paths to Capital Appreciation
11:20 AM - 12:05 PM
iAPW presents: Compliance Best Practices
iAPW presents: Insights of a Family Legacy Guide for Entrepreneurial families
iAPW presents: Ask Us Anything
iAPW presents: Combined session: Digital Transformation & Operations Platform Enhancements (French Session)
iAPW USA presents: Expanding your US Business
12:05 PM - 12:35 PM
Lunch
12:35 PM - 1:05 PM
Meet your Sponsors // Tradeshow Rotation
1:05 PM - 1:35 PM
Platinum Sponsor Mackenzie Investments presents: Eight billion reasons why capital investment matters again
1:35 PM - 2:05 PM
Advisor Panel: Entrepreneurial journey - growing and running your business
2:05 PM - 2:45 PM
Advisor Panel: Fueling Growth Through Integrated Marketing
2:45 PM - 3:05 PM
Meet your Sponsors // Tradeshow Rotation
3:05 PM - 3:10 PM
Charity: Covenant House Toronto
3:10 PM - 4:00 PM
Keynote Presentation
4:00 PM - 4:05 PM
Closing Remarks