Wealth Managers’ Forum 2025 – Toronto

Overview

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.

This forum will be held in person in Toronto, featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.  

We have Advisor-only sessions from 9am – 10:30am on the day. This includes discussions exclusive to IAs and focuses on their interests and requirements. For clarity, asset managers and service providers will not be admitted to these earlier sessions.

General registration begins at 10:30am. Programming starts promptly at 10:45am and includes lunch and a 4:15pm reception for all.

Registration

End Investor means Investment Advisors and those with Single Family Offices. Intermediary investors means Multi-Family Offices, 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.

MSC Cruises Get-away Give-away 2025

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).

Draw will occur at our Networking Night on October 7, 2025.

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

When

  • March 27, 2025
  • 10:30 am – 6:00 pm ET

Where

Toronto Region Board of Trade

Third Floor, 100 Queens Quay East, Toronto, ON M5E 1Y3
Map

2025 Distinguished Speakers

2025 Agenda

Please note that 9am – 10:30am is for Advisors (including Investment Advisors, MFOs, and SFOs) ONLY.

Asset managers and service providers are asked to register at 10:30am. None will be admitted before that time.

Day 1

  • March 27, 2025
  • 9:00 am – 6:00 pm

  • March 27, 2025
  • 9:00 am – 6:00 pm

Day 1

9:00 am

Advisor registration

Please note that 9am – 10:30am is exclusive to Advisors (including Investment Advisors, MFOs, and SFOs).

Asset managers and service providers are asked to register at 10:30am. None will be admitted before that time.

9:30 am

Advisor-ONLY sessions

This hour is exclusive to IAs and wealth managers who are interested in (i) adding alts to their books, (ii) growing their allocations into the best-performing sectors/assets/strategies, and/or (iii) looking to connect with other high-performing advisors to share best ideas and advice. Topics will be lead by 2-3 ‘instigators’ who will introduce the subject and get the discussions going and all are encouraged to contribute as much as they like.

Ted Karon, Portfolio Manager, RBC Dominion Securities
Martin Pelletier, Senior Portfolio Manager, TriVest Wealth, Wellington-Altus Private Counsel
Theresa Shutt, Chief Investment Officer, Harbourfront Wealth Management

10:30 am

General Registration & Coffee

Asset managers and service providers are welcome to register at this time.

10:45 am

Update on Liquid Alts (6 years)

We love to gather stats on the industry and had done so for years once the Liquid Alts legislation (81-102) was promulgated in 2019 – thankfully Second engine has a dedicated team that amasses the AUM and performance statistics of the Canadian liquid alts industry and produces much better reports than we ever did.

This session will highlight the growth of these ‘hedge strategies in a mutual fund wrapper’ funds and their efficacy in investor portfolios over the last 6 years. You won’t want to miss this!

Robert Wilson, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management

Moderated by: Colleen Redmond, Vice President, Investment Product Research, Morgan Stanley Wealth Management Canada Inc.

11:15 am

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 any of the topics for these 45-minute sessions

12:00 pm

Lunch

Lunch is served prior to our Luncheon Fireside.

12:15 pm

Lunch Keynote – 30 Years in the Business IA & Institutional

We are honored to have two big names in the Canadian wealth and alts industsry for our keynote luncheon fireside.

Guy Côté is in Montréal has been an advisor for 30 years and Cameron Richards has been working in the institutional side – and now MFO – of the business for 30 years as well working in Victoria, Halifax, London (UK), and Toronto.

Their perspectives on how the business of investing has evolved and where it is headed will be insightful for all in the room!

Guy Côté, Senior Wealth Advisor & Portfolio Manager Guy Côté, Family Wealth Management Team, National Bank Financial
Cameron Richards, Chief Investment Officer, Guardian Partners

Moderator: James Burron, Founding Partner, CAASA

1:15 pm

1:1 meetings

This is your opportunity to meet with your peers and gather important market intel from all participants.

Meetings can be scheduled via our messaging and meeting app or ad hoc at this time.

2:15 pm

NowTalk

Aled ab Iorwerth, Deputy Chief Economist, CMHC – SCHL

2:45 pm

CIO Outlook: The future of alternatives

This is always fun: we put together experienced pros from a variety of perspectives in alts with an experienced moderator who will guide the conversation around areas such as: what is the most exciting part of their business now; how are their respective strategy/asset specialties performing; and what are the potential hazards in their respective markets over the next 12-18 months? We will have time for audience questions and welcome all to participate.

Rafa Silveira, Portfolio Manager, LGT Capital Partners
Paul Patterson, National Sales, Spartan Fund Management
Ash Lawrence, Head of AGF Capital Partners, AGF Investments

Moderated by: Brianne Gardner, Senior Wealth Manager,Velocity Investment Partners, Raymond James Ltd

3:30 pm

Advisors’ Best Ideas for the 2020s

Ending the day with a bang – this panel brings together three IAs who have seen a plethora of market moves and a number of market sectors as they have grown, plateaued, and subsided. Let’s hear from them where they see opportunities for advisors and their clients for the balance of 2025 and beyond.

Martin Pelletier, Senior Portfolio Manager, TriVest Wealth, Wellington-Altus Private Counsel
Ida Khajadourian, Portfolio Manager, Investment Advisor, Richardson Wealth
Theresa Shutt, Chief Investment Officer, Harbourfront Wealth Management

Moderated by: Josh Benchetrit, Principal and Portfolio Manager, Westcourt Capital

4:15 pm

Reception

Opportunity to network over food and drinks!

6:00 pm

End of Wealth Managers’ Forum Toronto 2024!

See you at another conference soon!

Our Family Office Summit is April 23-24.

CAASA Members

Members of CAASA

Event Registration Closed

Non-Members

Investment Advisor & Single Family Office

Event Registration Closed

Thank You to Our 2025 Gold Sponsors

Thank You to Our 2025 Silver Sponsor

Thank You to Our 2025 Bronze Sponsor

Picton Mahoney PMAM