2020 Annual Wealth Conference

TFI has partnered with CFA Society Toronto to offer our members an exclusive discount to this event. Please contact [email protected] for information on obtaining your discount.

Evolution from the Specialist to the Generalist

CFA Society Toronto is pleased to announce the return of its Annual Wealth Conference, now offered as an online webinar series.

As the number of competitors fighting to serve high net-worth clients increases so does the need to ensure that we all provide our clients with quality advice. It appears that the leading advisors are those that can evolve their business to focus on building a wealth program for their clients rather than the much more traditional one dimensional investment program. 

High net-worth clients continue to demand that all of their advisors work together, and this collaborative client centric approach is becoming the new industry standard. Meaning that as investment advisors we need to continue to broaden the scope of our knowledge in order to be able to effectively communicate with our client's other advisors. This year's conference features a number of sessions which are designed to helps us all manage risks that are found outside of our client's traditional portfolios.

Registration Deadline: 13 September - 11:59 PM
Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.

Find out if your company is a TFI member on our Membership page.


Sep 15, 2020 - Sep 29, 2020


Online Event

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