IIAC Catch Up With The Force of WealthTech Conference

8:00 am - 12:00 pm
November 24, 2022

The Conference

Vantage Venues Conference Centre,  150 King St W, 16th floor, Toronto 
24 November 2022
08:00 am
12:00pm

The confluence of wealth and technology is transforming the investment and asset management industry – from how we invest to how we connect with clients. Join us on November 24 to hear unique perspectives on how wealthtech can empower advisors and create game-changing opportunities and competitive advantage for firms.

Featuring Keynote Speaker Kendra Thompson – Deloitte’s National Wealth and Investment Management Leader; Partner, Consulting – who will address the topic, The Future of Advice and Investment – Trends That Will Impact How the Investment Industry Engages With its Clients.

 

Other speakers will provide insights on the topics of 1) Investor Behaviours – Knowing a Client’s Wealth Personality to Improve Relationships and Outcomes; and 2) Driving innovation and modernizing regulation with OSC TestLab.

 

About The IIAC

The Investment Industry Association of Canada (IIAC) is the leading national association representing investment firms that provide products and services to Canadian retail and institutional investors.

Our members manufacture and distribute a variety of securities such as mutual funds and other managed equity and fixed income funds and provide a diverse array of portfolio management, advisory and non-advisory services.

Our members trade in debt and equity on all marketplaces, provide carrying broker services and underwrite issuers in public and private markets. They operate in Canadian and global capital markets.

The IIAC represents financial services firms of every size and type including Canadian bank owned dealers, independent and foreign dealers. Through active committee work, regulatory and government submissions and relations, and thought leadership, we are a strong voice for current and future issues that matter and contribute to vibrant, compliant capital markets that create jobs and investor benefits.

We work with domestic and international exchanges, market intermediaries, government and regulatory bodies, educational institutions, and other professional associations.

The IIAC also provides:

  1. A forum for industry stakeholders to come together to discuss and address current and emerging issues impacting efficient, informed, and compliant markets and its investors.

  2. Education and continuing education conferences and seminars for CE credit.

  3. Industry data, tools, templates, surveys, and practical resources.

The IIAC is a member of the International Council of Securities Associations (ICSA).

 
 
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