About the Event
Are you looking for strategies to help you navigate the rising interest rates, inflation and market volatility? Join us for the Spring Due Diligence meeting presented by your local wealth wholesale team and national senior leadership. Portfolio Managers and Canada Life experts will share information to help you create stronger portfolios to meet your clients’ needs.
Meeting highlights:
- Hear from Steve Fiorelli, SVP of Wealth Solutions – he’ll discuss major trends shaping our industry and the moves that Canada Life is making to evolve our offering to be competitive, relevant and positioned to win.
- Fund manager panel – Value investing through the eyes of a dividend manager: what they look for to manage volatility while delivering income.
- Keynote speaker, JP Morgan Asset Management – Portfolio construction or asset allocation: how to build a diversified managed solution strategy.
- Gain insight into winning in the high-net-worth market with Canada Life – expertise, process, portfolio models and performance.
- Learn tax and estate planning tips to get positive outcomes for your clients and avoid the pitfalls of unintended consequences.
You won’t want to miss this opportunity to grow your wealth management business and deepen your relationship with Canada Life.
*CE credits pending
Information
Venue Information
| Date | City | Venue |
|---|---|---|
| May 25 | Waterloo | Delta Hotels by Marriott Waterloo 110 Erb St. W, Waterloo, ON, N2L 0C6 |
| May 30 | Burnaby | Hilton Vancouver Metrotown 6083 McKay Ave, Burnaby BC, V5H 2W7 |
| June 1 | Calgary | Calgary Marriott Downtown Hotel 110 9th Avenue SE, Calgary, AB, T2G 5A6 |
| June 6 | Markham | Hilton Toronto/Markham Suites Conference Centre & Spa 8500 Warden Ave., Markham, ON, L6G 1A5 |
| June 8 | Quebec (Montebello) |
Fairmont Le Château Montebello
*Delivered in English and French |
Attire
Dress code will be business casual for the business session.
Agenda
Full details coming soon.
Registration: 9 a.m. – 10 a.m.
Sessions: 10 a.m. to 3:30 p.m.
Get In Touch
Contact Us
Questions
For any questions or concerns, please contact Meeting and Event Management - meetingandeventmgmnt@canadalife.com