Navigating the Risks of Advising Senior Clients and those with Diminished Capacity

Date: Wednesday, September 12, 2018 Time: 12:00 – 2:00 PM EDT (lunch provided) Location: Club Saint-James de Montreal, Midway Room – 1145 avenue Union. Also available by tele-conference. Audience: Portfolio managers working directly with private clients. Cost: In-Person: Members/Affiliates/EMB Members: $75 + tax Non-Members/Non-Affiliates: … Continue reading →

Toronto Regulatory & Compliance Forum

Toronto Compliance Forum Agenda — click here to view the agenda. Date: Thursday, September 27, 2018 Time: 8:00 AM to 4:30 PM EDT (Networking Reception to follow) Location: Toronto Board of Trade, First Canadian Place, 77 Adelaide Street West, Toronto, 4th Floor, Lennox Hall Cost: … Continue reading →

2018 National Conference – “Building for the Future Together”

Date: Thursday, November 15, 2018 Time: 8:00 AM (registration opens) to 4:45 PM EST (Networking Reception to follow) Location: Sheraton Centre Toronto Hotel, Osgoode Ballrooms, 123 Queen Street West, Toronto Click here to view the agenda.  Cost: The conference registration fee includes all session materials, breakfast, … Continue reading →