Knowledge Bureau and the Investment Industry Association of Canada are pleased to announce the next VANTAGE Series Event!
Join other thought leaders in wealth management for the 2nd VANTAGE Series Event, a new, innovative professional development opportunity to be held in the fall of 2019. The inaugural Vantage Series Event, held on May 9th at the National Club in Toronto, was a resounding success, with four of Canada’s thought leaders sharing their insights and perspectives on the many strategic opportunities, issues and trends in wealth management with a packed house. The audience was diverse, with representatives from leading wealth management firms, manufacturers, distributors and top advisors in the financial services who specialize in providing holistic wealth advisory services. and those with concerns about changes in consumer behavior, tax and emerging regulation.
We were honored to receive some very complimentary and enthusiastic feedback from a number of our guests.
-Tony Mahabir, MBA, CIM, CMC, RRC, CFP. CEO of Canfin Financial Group of Companies