Benefit from the lessons learned and advice of HNW leaders. Attend this high-level summit specifically designed for the following:

Private Investment Counseling Firms | Private Banking | Trust Companies | Mutual Fund Manufacturers | Hedge Fund Companies | Full Service Retail Brokerages | Financial Advisory Companies | Life Insurance Companies

• Implement a digital marketing strategy
• Build your assets under management
• Position yourself to win in a competitive landscape
• Retain HNW clients with value-added products
• Master the client service models of the future
• Gain new referrals and build strategic alliances

Law and Accounting Firms | Research Firms | Consulting Companies | Technology Solutions Providers

• Showcase your firm's expertise in wealth management
• Network with peers and industry leaders and build new business
• Stay on top of the latest wealth management trends and data

REGISTER TODAY – Space Is Limited and Sure To Sell Out

Don't miss your chance to participate in these critical discussions and to network with the leaders in this rapidly expanding field. Register for our limited spaces by calling 416-944-8833/1-866-298-9343 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it today.