October 17 - 19, 2022
Hilton,
Toronto, ON
A New Era of Advice: Where Canada's Wealth Management & WealthTech Industries Converge
Linking technology, practice management, operations and investment ideas to transform the wealth management industry
Canada's most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers
Cutting edge insight
Dissect the most advanced wealthtech developments. Engage with innovators and influencers. Prepare for the future.
Examine the newest technology and mega-trends including:
The role of tech in unlocking new growth opportunities for your firm
Leveraging digital to improve productivity, workflows and operations
Unlocking new opportunities to engage with clients and prospects
Reinventing the client experience through technology
Check back soon for the 2022 agenda!
2 events. 1 ticket.
WealthStack Canada will take place alongside Inside ETFs Canada. Book 1 ticket and get access to Canada's leading ETF and wealthtech events. Financial advisors attend for free!
Advisors are searching for ways to provide more sophisticated wealth management and financial planning services, as well as a higher-touch, higher quality client experience overall. Strategically integrating these investing and tech events provides the solution: helping great advisory firms become elite advisory firms.
Free for financial advisors
Financial advisors attend the event for free and get exclusive access to learning and networking opportunities you won't find anywhere else.
Enjoy breakfast workshops on specialized subjects, invite-only networking sessions and more! CE credits also available.
Inspirational thought leadership
WealthStack brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm to share their stories and insight on how you can do the same.
Speakers announced soon!
A unique community
Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!
Access the event content all year round
All WealthStack Canada attendees can access the content on-demand for 12 months after the event.
Sessions will be available to all attendees to access online a week after the event runs.
Please note in a minority of cases, speakers may request their sessions are excluded from this on-demand access. Closed-door conversations are not available on demand.
Set yourself apart
Looking for the best way to engage with 350+ future-thinking wealth management professionals? Demonstrate your expertise and position your firm as a leader in its field by securing one of our coveted speaking slots.
For sponsorship opportunities, please contact Dan on Daniel.Rubinetti@informa.com or call 1-917-294-9517.
Championing Sustainability
Discover the steps being taken to run WealthStack as sustainably and socially responsible as possible including:
- FasterForward to zero - Informa's commitment to net zero carbon
- Reducing carbon emissions
- Wellbeing and accessibility
October 17 - 19, 2022
Hilton,
Toronto, ON