BRIDGING THE GAP: WEALTH LEADERS AND YOUNG TALENT UNITE

November 10, 2022 | The Westin Harbour Castle
#WPRisingStars

ABOUT


Over the past two years, young leaders in the Canadian wealth management industry have been tested as they launched their careers amid insurmountable uncertainty and market volatility. However, many of these professionals have risen to the occasion and utilized their ingenuity to overcome challenges, create opportunities, and beat the odds stacked against them.  

WP’s Rising Stars Forum is a place where these talented professionals can connect and meet, learn from their experiences, and find room to grow. This powerful networking and leadership have been designed to unite up-and-coming talent with the titans of the industry that can take them to the next level. Featuring live interactive interviews, panel discussions, and a networking happy hour where professionals at every level can exchange ideas and create opportunities. 

Why attend?

  • User Icon

    Discover proven strategies for identifying opportunities to grow from experienced leaders who’ve weathered the storm

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    Discuss and explore new strategies for achieving growth targets in today’s market

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    Rub shoulders with rising talent, wealth leaders, and peers from all over the country for a networking happy hour stocked with a full bar

SPEAKERS


Francine Dick, CFP
Francine Dick, CFP

Insurance & Financial Planner
Carte Wealth Management

Grant White
Grant White

Founder & Managing Director
Endeavour Wealth Management

Rob McClelland
Rob McClelland

Vice President
The McClelland Financial Group

Steven Furtado, CIM
Steven Furtado, CIM

Investment Advisor
Mandeville Private Client Inc. | Zagari + Simpson Wealth Management

Susyn Wagner
Susyn Wagner

Senior Wealth Advisor
Senior Portfolio Manager, Wellington Altus

Tammy Cash
Tammy Cash

Head of Marketing
Vanguard

David Little
David Little

Senior Investment Advisor & Director
iA Private Wealth

AGENDA


All times in ET
  • Registration
  • Opening remarks from Chairperson
  • Opening Keynote: Fireside chat – Understanding what’s new in wealth management

    Challenging market conditions and increasing levels of volatility are making it harder for advisors to deliver a strong investment performance for clients. This session will look at the latest trends and obstacles, and how top advisors are adapting to new conditions to deliver consistent growth.

    • An overview of new business models in the competition for market share
    • A look at new technologies and how they are transforming wealth management
    • Planning your business strategy – from the growth phase to succession
    • Navigating demographic shifts – how can you increase your market share as wealth changes hands?
  • Panel: “What I wish I knew when I started out” – Proven strategies for developing your practice

    More than ever, wealth managers need to make use of every potential advantage they can to ensure that they deliver continued growth to meet and exceed investor expectations. This session will look at lessons learned from previous financial crises, and best practices for identifying opportunities for growth

    • How can you protect and grow your practice in the early stages?
    • Learning how to determine the ideal type of client for your business
    • Optimising and streamlining your practice to focus on what matters most
    • Managing risk to protect your business while maintaining growth
    Steven Furtado, CIM
    Steven Furtado, CIM

    Investment Advisor
    Mandeville Private Client Inc. | Zagari + Simpson Wealth Management

    Rob McClelland
    Rob McClelland

    Vice President
    The McClelland Financial Group

    Francine Dick, CFP
    Francine Dick, CFP

    Insurance & Financial Planner
    Carte Wealth Management

    David Little
    David Little

    Senior Investment Advisor & Director
    iA Private Wealth

  • Panel: The road ahead – Deploying new strategies and capabilities to achieve growth

    The wealth management industry is changing rapidly, and new strategies and technologies are emerging to maintain growth in the face of adversity. This session will look at new approaches to client relationships and risk management, and how new firms are hitting their growth targets in a challenging market.

    • Understanding the importance of branding and social media presence
    • Harnessing big data and advanced analytics to engage with clients and develop new investment and funding strategies
    • Practice management – dealing with the complexity that comes with growth
    Grant White
    Grant White

    Founder & Managing Director
    Endeavour Wealth Management

    Tammy Cash
    Tammy Cash

    Head of Marketing
    Vanguard

    Susyn Wagner
    Susyn Wagner

    Senior Wealth Advisor
    Senior Portfolio Manager, Wellington Altus

  • Closing remarks from chairperson
  • Networking Drinks Reception

Sponsors


Contact us about partnership opportunities

VENUE


The Westin Harbour Castle

  • 1 Harbour Square, Toronto, ON M5J 1A6, Canada
  • (416) 869-1600
  • Visit website
  • Parking:

    Hotel valet parking is limited and is available on a first-come, first-served basis; $55 + HST per car per day.

REGISTRATION FOR WP RISING STARS FORUM 2022 IS OPEN

Grab a glass with young talent, experienced leaders, and tomorrow’s game changers for an afternoon dedicated to overcoming challenges and building new connection.

CONTACT US


Example: [email protected]
Example: (61) 409-889-253
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