Investment Executive presents the CRM2 Breakfast Seminar, an open forum for financial professionals to discuss the upcoming CRM2 legislation and how advisors can better prepare themselves in this complex and game-changing regulatory shift.
Moderated by Susan Silma, Co-Founder, CRM2 Navigator
Panelists include:
- On Compliance: Adrian Walrath, Assistant Director – Investment Industry Association of Canada (IIAC)
- On Technology: Paul Strijckers, Vice President, Business Solutions – Broadridge Financial Solutions (Canada)
- On the Advisor’s Perspective: Richard Owen, Regional Director, Business Development – Croesus
For more information, click here.
To register, click here.
Date: Thursday, September 17, 2015
Time: 7:00 – 9:30 a.m.
Location: Arcadian Court, 401 Bay St. 8th Floor, Toronto
Presented by: