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History and unique global significance of Mutual Fund Dealers
Paul C. BourqueFait
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M.C. Introduction
William (Bill) DoneganFait
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Welcome Address from the Federation Chair
Robert SmukFait
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Essential Insights for Estate Planning Management
Barbara AmsdenFait
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Leading Edge of Regulation
David Di PaoloFait
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Breakfast
Fait
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CSA Perspective
David CheopFait
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It’s A Great Time To Be An Independent Wealth Management Dealer
Jeff HarvieFait
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Canadian and Global Innovation 2024-2025
Brian PasalichFait
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Cocktails!
Fait
Lunch
Lunch sponsored by Equisoft
Lieu : Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400. Toronto, ON, Canada M5H 4E
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2024-10-22 12 h 00
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2024-10-22 13 h 00
(America/Toronto)
(1 heure)
Sponsored by:
Enjoy a buffet lunch where you can network with fellow attendees and enjoy a delicious spread. Choose from a variety of fresh salads, savoury main dishes, and delectable desserts to satisfy your taste buds. Vegetarian and gluten-free options will be available to accommodate dietary preferences. Don't miss this opportunity to refuel and recharge for the afternoon sessions.