Marketing Wealth Summit - Why Sponsor

Would you like to increase your presence within the High Net-Worth Market?
Have you been looking for an opportunity to position yourself as one of THE leading advisors or consultants in the marketplace?
Do you need direct access to the HNW decision-makers in the industry?

If you answered YES to any of the above questions, you won't want to miss this opportunity to become a strategic sponsor at the 13th Annual Marketing Wealth Management Services to High Net-Worth Individuals Conference in Toronto, Tuesday November 1st & Wednesday November 2nd, 2011

Delegates will include Senior Estate Planners and Advisors, Financial Planners and Advisors, Estate and Trust Lawyers, Money Managers, Tax Lawyers and Accountants, Life Insurance Professionals and Advisors, Private Bankers and Industry Experts.

Don't miss out on this one-of-a-kind opportunity to connect with your target audience and to position yourself as an industry leader in front of your future clients.

Who You'll Meet

Increase Your Market Share In The High Net-Worth Market!

The affluent market is large and getting larger!

For advisors this means you only need to capture a slice to realize tremendous success. The best way to ensure that you acquire prospects in the HNW market is through understanding your client and servicing their direct needs. Capitalize on this opportunity to meet key players in your target market and to forge valuable new business alliances. Only a limited number of sponsorship opportunities are available and the focus of this premier event is on education. Our delegates benefit from two full days. If insightful presentations on the most pressing issues in Marketing to High Net-Worth Individuals, while our sponsors receive unparalleled access to senior executives and influential decision-makers from leading US and Canadian organizations.

The High Net-Worth market is growing…will you get ahead and claim a piece of the pie?

With significant changes in the competitive landscape, both boutique and blue chip financial institutions are looking to cater to the HNW market. Delegates at this summit will explore the opportunities and realities of evolving business/service models, client acquisition and retention, relationship management, product ideas to consider these opportunities…

• There are an estimated 471,000 HNW households across Canada, representing 2/3 of the country's total wealth.
• Experts predict the number of affluent households will top one million by 2016.
• An estimated $80 to $140 billion will be transferred from one generation to the next in the coming decade.
• Wealth management is considered to have the strongest organic growth profile for banks given the favourable demographics.
• Given recession and market decline, a shifting of goals from wealth accumulation to preservation for affluent investors.
• HNW clients are expanding their sources of advice and spending more time monitoring their financial affairs.
• Increase in liquidity events as baby boomers sell the family business and prepare for retirement. Approximately 50% of HNW Canadians are business owners.
• More cautious HNW investors mean an opportunity for advisors to elevate the conversation and provide valueadded service.

For more information, please contact Bill Lem at 1-866-298-9343 ext. 250 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it