Investment Management Summit


Date: 06/20/23

Registration & Breakfast: 8:00 am

Start time: 9:00 am

End Time: 6:30 pm (including cocktail reception)

Location: Park Hyatt, Park Hyatt Ballroom, 4 Avenue Rd, Toronto


View the Event Agenda here.


This conference brings together the rainmakers of the Canadian Wealth industry to provide consolidated insights like never before.

The past few years have been challenging for asset and wealth management firms in Canada. The changing demographic in Canada is accelerating the transfer of wealth. Coupled with the increase in technological innovations (as both a valuable tool and a market disruptor), the result has been a shift in investor expectations. Market competition has intensified, and firms must employ new strategies to keep pace. As we look ahead, we want to thrive, not simply survive.

We are pleased to present a high-profile roster of internationally recognized and award-winning speakers, industry leaders, field experts and disruptors, that will provide insight into how to manage transformation for maximum future success.



Michael Adams, Founder & President Environics Institute, and Bestselling Author

David Bardsley, Partner, Partner, Head of Wealth & Asset Management Advisory, KPMG Canada

John Carinci, SVP & Head, Global Operations, RBC Wealth Management

Jordy Chilcott, President, Wellington-Altus Private Wealth & EVP, Wealth Strategy & Enablement, Wellington-Altus Financial Inc.

Katie Schmitz Eulitt, Director Outreach, Global Investors, IFRS Foundation

Erin Greenfield, President, Portfolio Manager, Greenfield Investment Management

Kish Kapoor, President & CEO, Richardson Wealth

Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank

Rohit Mehta, President & CEO, Horizons ETFs

Dennis Mitchell, CEO & CIO, Starlight Capital

Marcia Moffat, Managing Director, Country Head of Canada, BlackRock

Kim Parlee, Vice President, Head of MoneyTalk, TD Wealth

Christine Rodrigues, SVP & COO, National Bank Independent Network

Joanna Simon, National Head of Markets, UBS Wealth Management

Jennifer Sinopoli, SVP, Head of Distribution Central Canada at CI Global Asset Management

Oricia Smith, President, SunLife Global Investments Asset Management

David Tasker, SVP, Raymond James Correspondent Services

Ian Tam, Director of Investment Research, Morningstar Canada

Scott Wilkinson, Head Canada Business Development, Broadridge

Steven Wood, Director, Head of Investment Risk, Scotia Global Asset Management



Reception Sponsor



Breakfast Sponsor



Supporting Sponsor



Panel Sponsor – View From the Top – Leaders Panel


*** This session may be eligible for CE credits ***


*Member Discount Applicable, please log in. 


This event is fully booked.

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