Dates: May 13 - 15, 2024
Location: Cambridge, Ontario
The Forum is a private gathering of trusted advisors to UHNW families from across Canada to explore emerging issues facing families of significant wealth.
The discussions will allow participants to test and validate their own organizations’ strategies for serving UHNW families and to benchmark what other top advisors in various disciplines are doing to foster success for their clients.
The Forum offers a private and safe environment for trusted advisors family offices to explore highly-sensitive and timely issues while developing meaningful and lasting connections with their peers from across Canada.
"It was a great 2 day forum where expert client advisors had the opportunity to network, discuss and debate key topics impacting UHNW families!"Yannick Archambault Partner, National Leader - Family Office KPMG Family Office Toronto, ON
"The Forum is premised on the exchange of ideas of some of the top minds considering UHNW clients, from a variety of disciplines. This level of brain trust would be hard to replicate elsewhere; I felt fortunate to witness the conversation."Leanne D. Kaufman President and CEO, Royal Trust RBC Royal Trust Toronto, ON
"The Forum for Trusted Advisors was an excellent event with great topics and discussions. It was a wonderful networking opportunity and the professionalism from the organizers was evident at every turn."Brendon Cameron Principal Sorrell Financial Edmonton, AB