Wealth Professional Summit

Leadership and Tech

Navigating the digital age: empowering financial advisor through technology for practice management efficiency, servicing clients and marketing

Disruption. That’s what’s happening to the Canadian wealth management firms right now. New digital developments and technological advances are changing the business landscape like never before. In order to navigate that landscape, you need some help. That’s where the inaugural Wealth Professional Summit: Leadership and Tech 2018 comes in.

Brought to you by Wealth Professional Magazine, this essential event – specifically designed for Canadian financial advisors – is your big chance to harness this digital disruption to your advantage.

How can you effectively embrace technology and innovation? How can you take your advisory practice to the next level? How can you stay relevant and competitive in today’s digital world? We’ve got the answers.

Don’t miss out on the future. Register today!

CHRIS DAVIS

Event Director

Engage with other financial advisors through facilitated networking opportunities including our luncheon technology showcase

Gain exclusive insights from international experts and Canadian industry leaders into latest developments and technological advances in Canadian wealth management

Take your wealth management firm to the next level by effectively embracing technology and innovation

Actively participate and exchange ideas with other financial advisors in a series of practice management and technology panel discussions

WHO WE ARE

Key Media is an industry-leading media company that is responsible for a range of B2B and consumer magazines, websites and events. These products focus on key business vertical and niche consumer markets such as financial services, legal, human resources, personal wealth, and property. Key Media’s dedication to quality content and design makes our publications the industry standard. Key Media is the publisher of Wealth Professional Magazine which distributes print and online content to over 60,0000 of wealth management professionals across the Canadian financial services industry. In addition, Key Media is also the organizer of Wealth Professional Awards – premier Gala event recognizing excellence within the Canadian wealth space.

MEET OUR EXPERIENCED STAFF

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CHRIS DAVIS

Events Director

E-mail: chris.davis@kmimedia.ca

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JOHN MACKENZIE

Vice President Sales

E-mail: john.mackenzie@kmimedia.ca

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ANDREW COWAN

National Sales Manager - Events & Conferences

E-mail: andrew.cowan@kmimedia.ca

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SEAN PAULSETH

National Sales Executive

E-mail: sean.paulseth@kmimedia.ca

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SANDRA BASIRI

Conference & Award Producer

E-mail: sandra.basiri@kmimedia.ca

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MELISSA CHRISTOPOULOS

Marketing Coordinator

E-mail: melissa.christopoulos@kmimedia.ca

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KAREN TAN

Events Coordinator

E-mail: karen.tan@keymedia.com

WP MAGAZINE PARTNERS

ABOUT THE VENUE

The Westin Harbour Castle

The Westin Harbour Castle boasts a fully-equipped Business Centre.

After hours, guests can access the Business Centre using their room keycards. Services cannot be charged to guest room accounts after hours. Credit cards are the only method of payment, and instructions on how to use the machines within the Business Centre are provided. A house phone is also available in case assistance is needed.

WP Leadership & Tech will host 300+ attendees

Meet the experts, get involved in community

Reserve Your Seat!