Registration and Breakfast: 8:00 am – 9:00 am
Start time: 9:00 am
End time: 12:00 pm
$245 members; $295 non-members
Location: Vantage Venues Conference Centre | 150 King St W | 16th floor (Conservatory Suite) | Toronto ON
Featuring Keynote Speaker
Kendra Thompson | National Wealth and Investment Management Leader; Partner, Consulting | Deloitte
The Future of Advice and Investment – Trends That Will Impact How the Investment Industry Engages With its Clients
Recently the Wealth and Investment Management industry has seen profound shifts in investor attitudes and preferences leading to changes within the space across aspects such as hybrid distribution, revamped client and advisor experiences, modernized tools and technology, targeted product suit expansion among other dramatic changes. To be successful in this evolving industry, Wealth and Investment Management firms will need to re-evaluate their business strategy in how to be more customer-centric, rethinking products, services, and pricing models to remain competitive and win client share of wallet.
Plus, Two Panel Discussions
Panel One: Investor Behaviours – Knowing a Client’s Wealth Personality to Improve Relationships and Outcomes
Panelists will discuss how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.
- Mark Doyle | Executive Vice President, Client Experience | InvestorEQ Leader, Pascal WealthTech
- Michael Tracey | Director, Behavioural Science | Scotiabank
Panel Two: Driving innovation and modernizing regulation with OSC TestLab
Dedicated to accelerating innovation, bolstering capital formation, and reducing regulatory burden in Ontario’s capital markets, the new OSC Innovation Office strives to make the OSC a more innovative and efficient regulator while promoting economic growth. Hear directly from the Innovation Office on OSC TestLab – a dedicated testing environment for businesses to test innovative solutions and new approaches to regulation. Learn more about its inaugural test, including if participation results in compliance; trends identified through testing; and future projects you won’t want to miss.
- Stephanie Tjon | Manager, Business Support Team, Innovation Office | Ontario Securities Commission
- OSC TestLab participants