How Can Advisors Build Resilience in a Changing Investment Environment?

The economic challenges between Canada and the United States continue to unfold, bringing new implications for the global investment environment and the clients advisors serve. These developments—and a cutting-edge look at what lies ahead—will be explored in two must-attend sessions at the 2026 Acuity Conference for Distinguished Advisors, featuring Gold Sponsor Franklin Templeton. Senior Client Portfolio Manager David Wahl will provide his perspective on the global economic outlook, followed by a panel moderated by Christine Logan, MBA, FDFS™, Head of Marketing, Americas. Distinguished Delegates can take advantage of early-bird savings until September 30.

David Wahl: Critical Anchors for Strategic Resilience

What should advisors make of the global investment environment when significant economic events are unfolding across almost every continent?

David Wahl will provide a timely overview of the U.S. and Canadian macroeconomic outlook, with particular focus on the implications of the U.S. mid-year elections and the fallout from CUSMA negotiations. The session will help advisors better understand the global investment environment and the risk factors that may be concerning their clients.

The objective is also practical: how can advisors take those insights back to client conversations? In an uncertain environment, proactive discussions about resilience can help clients understand what is happening around them while giving advisors an opportunity to demonstrate the value of the advice they provide.

Christine Logan: The AI Hybrid – Who Will KYC?

Later in the day, Christine Logan will moderate a behavioral finance panel looking ahead to another significant transformation: the growing role of AI in new client relationships and investment decisions.

The AI Hybrid: Who Will KYC? will explore how AI is extending into new client relationships, particularly as investors discover new asset classes. Rather than looking at the issue purely from a technology perspective, the panel will offer a practical, “feet-on-the-street” glimpse into the future of investing.

Joining Logan on the panel are Esther Sande, RWM™, and Tony Mahibir, MBA, CMC, CIM®, CFP®, RRC®, RWM™, FDFS™, bringing additional advisor perspectives to the discussion.

Together, the two Franklin Templeton sessions tackle important questions for the advisor of the future: How do you help clients navigate an increasingly uncertain global investment environment—and how will the advisor-client relationship itself evolve as AI becomes part of the investment landscape?

Both sessions take place Monday, November 23 at the 2026 Acuity Conference for Distinguished Advisors in Victoria, B.C., November 22–24. DAC brings together thought leaders and top-flight advisors from across Canada for education in tax-efficient retirement and estate planning, economics, wealth management, portfolio management, succession and practice management.

Visit the Official Conference site to check out the detailed agenda and register by the September 30 early-bird deadline!

About Franklin Templeton:

From large institutions to individual investors, each of our clients want the same thing; to achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.