Wealth Managers’ Forum 2024 – Toronto


Join us, dozens of speakers, and scores of fellow IAs and investors for this all-encompassing alts conference specifically designed for retail advisors and the client base they serve.

These forums will be held in person in Montréal, and Toronto featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.  Program starts at 11AM in each city and includes lunch and a 4pm reception for all.

Registration open now.


The content for this platform comes from CAASA webinars and podcast as well as panel sessions from a selection of our conferences.

In addition, certain members of CAASA have provided their webinars and podcast for inclusion.

Topics and investment opportunities featured in these courses focus on alternative investments such as hedge funds, liquid alternatives, private equity, private lending, real estate, infrastructure, cryptocurrency, venture capital, and other Alternative assets and strategies.

MSC Cruises Get-away Give-away

We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).

The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering.  Draw will occur at our Summer Social event on July 17, 2024.

*Subject to travel restrictions, all details provided to the lucky winner upon receipt.


  • March 5, 2024
  • 10:30 am – 6:00 pm ET


Bay Adelaide Centre, 333 Bay St. #4600, Toronto, ON M5H 2S5

2024 Keynote Speakers

Distinguished Speakers (2024)

2024 Agenda

Day 1

  • March 5, 2024
  • 10:30 am – 6:00 pm

  • March 5, 2024
  • 10:30 am – 6:00 pm

Day 1

10:30 am

Registration & Coffee

10:45 am

Adding Alternatives to Your Book & Portfolio Allocation

How do alternatives work in client portfolios? How have successful IAs added alts to their books and how did they manage the portfolio allocations? Forward-thinking advisors know that taking the time to understand alternatives can propel their business to new highs – as well as provide a moat of knowledge that differentiates them from their competitors. This talk will explain how this can be achieved from those who have seen it work in real life.

Elina Surkov, Wellington-Altus Wealth Management
Martin Pelletier, Wellington-Altus Private Counsel
Cam Richards, Guardian Partners

11:30 am

NowTalk – Looking Over the Liquidity Valley

Illiquid investments pose many challenges: their pricing can be ‘stale-dated’, investment terms are typically long (i.e., not daily or weekly liquidity, but more likely monthly or even 5+ years), and there is not typically a secondary market if an investor needs to sell (although that is changing). Over the last few years various sub-sets of illiquid investments have faced challenges that can cause investors and their advisors to wring their hands – but that need not be the case if expectations are well-defined at the outset. This talk will illustrate how investors and advisors can start with the right perspective to allow them to see through trying times and extract the benefits of these securities.

Bob Simpson, Wealth Stewards
Victor Kuntzevitsky, Wellington-Altus

12:00 pm


12:15 pm

Lunch Keynote – The State of Alternatives in Canada

Alternative investments have been available to Canadian retail/Accredited Investors for decades: from the first few hedge funds offered in the early 1990s, to the addition of various private investment vehicles as TMX-listed closed-end funds or as mutual funds on Fundserv, to the formal adoption of the Liquid Alts rules in January 2019.  The industry has struggled with head office approvals, IA inertia, and the odd bad actor that has not made it any easier.  This session will discuss the state of alternatives in Canada and where we are headed.

Wilson Tow, Altrust Investment Solutions
Steve Allen, Fiera Capital

1:15 pm

Table Talks

Round table discussions hosted by our Sponsors.

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group setting.

Choose from 2 x 25-minute round table discussions

2:15 pm

Liquid Alts – Portfolio Panacea?

It took six long years for the CSA, working with industry players, to create the Liquid Alts legislation and since its introduction the reception by the market has been not what some expected, but also better than previous alts regulations that did not work at all. With about 1% of investment/mutual fund AUM in liquid alts, it has a long way to go but performance (especially in crashing markets) has been as expected. Higher risk-adjusted returns and crisis alpha have been on display over the last 5+ years. This panel will discuss how IAs are making the most of this new arrow in their quiver and what the future of the industry might be.

Colleen Redmond, Morgan Stanley Wealth Management
Brian D’Costa,
Algonquin Capital
Jocelyn Courcelles,
Conner Sura, TURN8 Private Wealth

3:00 pm

What’s in Your Book? Trends in Canadian IA Portfolios

Each IA is unique and focuses on a certain type of client – and their offering to these clients, while tailored to each investor’s needs, can be generally similar in many ways. As markets and products of offer by the dealer and asset management companies evolves, client portfolios naturally shift among asset classes, alternative strategies, investment strategies (who remembers borrowing to invest?), and the use of risk mitigators/enhances such as derivatives. This panel will give a briefing of where each person started in the industry, what they have learned along the way, and where they are implementing these lessons in client portfolios

Mark Allen, RBC Dominion Securities
Brianne Gardner, Raymond James
Ted Karon, RBC Dominion Securities


4:00 pm


Opportunity to network over food and drinks!

6:00 pm

End of Wealth Managers’ Forum Toronto 2024!

See you at another conference soon!


End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee for their appropriate sub-category. Core service providers include prime brokers, fund administrators, and accounting and legal firms.

CAASA Members

Members of CAASA

Please email Paul at [email protected] to get on waitlist.

Event Registration Closed


Investment Advisor & Single Family Office

Please email Paul at [email protected] to get on waitlist.

Event Registration Closed

Thank You to Our 2024 Gold Sponsors

Thank You to Our 2024 Silver Sponsors