Last updated: March 26 2019

NEW! IIAC and Knowledge Bureau introduce the Vantage Breakfast Series: Toronto, May 9

The Investment Industry Association of Canada (IIAC) and Knowledge Bureau are proud to introduce the Vantage Breakfast Series for thought leadership in wealth management. The first event is taking place on May 9 at the National Club in Toronto with an outstanding line up of speakers who will address the theme Wealth Management Issues in a Global Environment. Your invitation appears below. Please RSVP by Friday, May 7.

The Vantage Breakfast Series for Thought Leaders in Wealth Management
Theme: Wealth management issues in a global environment
Thursday, May 9, 2019 7:30-9:00 a.m.
Where:  The National Club. 303 Bay Street. Toronto, Ontario
Cost:  Early bird pricing - $75 + tax
When you register before April 15
Price then increases to $125 + tax after April 15.
            Registration Deadline: Final registration deadline is May 7.

Agenda and Speakers:

  • 7:30 Networking and Breakfast
  • 7:55 Welcome and Opening Remarks – Ian Russell, President & CEO, IIAC
  • 8:00 State of the Union –  Richard Rousseau, Executive Vice-President - Head of Wealth Management, Private Client Group, Raymond James Ltd.

A view from the Corner Office - understand the top trends, opportunities and challenges facing today’s firms, and how leadership teams are planning to address an environment that continues to evolve, while taking care of their clients and developing their teams.  Learn the importance of culture and partnership in executing the process of wealth advice.

  • 8:20 Cross-Border Realities Dr. Dean Smith, President, Cadesky U.S. Tax Ltd.

There are significant considerations and consequences in assisting your clients with interests in both the U.S. and Canada.  Gain insights and hear stories from an expert that will help you shape, understand and develop the services you will need to offer this segment of your firm’s client base.

  •  8:40 Evolution and Disruption - Evelyn Jacks, President, Knowledge Bureau

Trends show that up 45% of Canada’s workforce will be “on demand” or “freelancing”  by 2020.  Tax revenues – and federal debt -  will increase exponentially by the time boomers are 80.  The role of a “financial quarterback,” managing the broader financial affairs of your customer is here to stay. How do these projections and trends impact the delivery of financial and tax-efficient wealth management services for your clients?

The Vantage Breakfast Series will be taking place twice a year, bringing together thought leaders to hear first-hand perspectives on issues facing today’s wealth management firms from the leading minds in financial services in Canada and internationally. 

You don’t want to miss the opportunity to join other thought leaders in the financial services and enjoy networking, breakfast, and three 20-minute presentations from recognized leaders in the wealth management services sector. Attendance is limited to 70-80 thought leaders, so please be sure to purchase your ticket(s) and/or a table for your firm today. Early Bird pricing is in effect until April 15, 2019. Registration deadline is May 3.

For more information on our May 9th, 2019 event (including the full agenda and session details), and to purchase tickets, please visit the event page. or

Additional educational resources: interested in online study opportunities? Current and aspiring thought leaders in wealth management can improve their value proposition by taking the Real Wealth Management (RWM™) designation program.


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