WP Advisor Connect is a new virtual event for wealth professionals to network, communicate and transact – part of the Wealth Professional Canada mission to keep the industry connected during turbulent times
 
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WP ADVISOR CONNECT: TECHNOLOGY – REDEFINING THE FUTURE OF ADVICE

July 28, 2020

Technology has become imperative in the ‘new norm’ and its impact its forever accelerating. Staying ahead is vital for Advisors to help them devise investment plans, save time, drive productivity, improve client interaction and ultimately increase revenue. Ignoring it is not an option.

WP’s Advisor Connect brings together advisors, technology firms and experts for a unique agenda that delivers a comprehensive view on how technology will redefine the future of advice. Join us as we tackle the influence of fintech on the advisory industry, technology platforms and software that have withstood the pandemic and how incorporating technology is a must to accelerate your business.

 

FEATURED SPEAKERS
Larry Swedroe Jason Pereira Robert Di Iorio Petia Tchouk

Larry Swedroe
Chief Research Officer
Buckingham Wealth Partners

Jason Pereira
Partner, Senior Financial Planner & Portfolio Manager
Woodgate Financial

Robert A. Di Iorio
Vice President & Portfolio Manager
RBC Wealth Management

Petia Tchouk
Senior Manager, Partnership Development Fintech
MaRS Discovery District

 

 

 

 

 

 

 

Caitlin Ebanks Gillian Kunza Wendy Rudd Lori Weir

Caitlin Ebanks
Vice President ETFs
BlackRock

Gillian Kunza
CCO & Head of Business Integrity
Aligned Capital Partners

Wendy Rudd
CRTA

Lori Weir
CEO & Co-Founder
Four Eyes Financial

 

 

 

 

 

 

 

 

 

 

SPONSORS

Acc_Logo_Black_Purple_RGB Agora partners with Weath Advisor Connect Croesus-Logo-CMJN (1) NP_ByAdvicent NEO_Horz_Simple_Web SIA CHARTS

 

MEDIA PARTNERS

 

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Uniting advisors with education, resources, technology and practice management tools, while tackling the issues that matter most!

The ‘new normal’ has changed life as we know it.  It’s impact on the financial market stimulated market volatility, economic uncertainty and talks of a recession. It’s effect on portfolios has left advisors with more questions then answers and the ability to keep up has become increasingly difficult.  Advisors need to keep up.  But doing so is complicated. WP’s Advisor Connect comes at the perfect time, uniting advisors with the knowledge they need to understand the markets (risks/opportunities), resources and technology available to them, to ensure they’re future-proofing their business, retaining clients and investing for tomorrow!

THIS ISN'T A WEBINAR. THIS ISN'T A LIVESTREAM. THIS IS A UNIQUE VIRTUAL EVENT.

  • Engage and network with industry experts and peers
  • Start meaningful conversation on investment strategies that matter to your clients
  • Visit virtual booths and get the latest on product launches
  • Arrange one-on-one chats
  • Make powerful connections in a timely and exciting way

Register now to experience the networking, learning, excitement and interaction of a real-world conference – wherever you are. 
Take a virtual tour and learn how Advisor Connect can bring the industry together.  

REGISTER NOW

Advisor rate - Complimentary
Subject to approval for: investment advisors, discretionary portfolio managers, financial planners, financial advisors etc.

Industry professional ticket - $499
Subject to approval for: service providers, wholesalers, fund issuers & marketers, investment fund managers & other professionals in the wealth management industry in a non-advisor role

 

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