Forum for

Trusted Advisors to UHNW Families

Working Together to Solve the Complexities of Multi Generational Wealth May 16 - 18, 2023 Cambridge, Ontario
Received an invitation or already a member of the Forum? Login to view further details.
Forum

Overview

Dates: May 16 - 18, 2023

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.

2023 Steering Committee

This group of experienced practitioners and trusted advisors drafted the Agenda, handpicked expert speakers and personally nominated all invitees to the Forum.

Committee Co-Chairs

Committee Members

Forum Director

  • Varugis George Senior Forum Director Cambridge Forums Toronto, ON [email protected] M: +1 647 449 8243

    Varugis is the President of Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums Inc. Since 2003, Varugis has held sales, production and management roles at three global conference and business information providers. Prior to joining Cambridge Forums in 2015, he was the Director of Conference Development at Insight Information, the Canadian subsidiary of ALM Media, LLC. In 2019, CEC was established as a specialised provider of sophisticated learning and networking experiences for private clients, family offices, institutional investors, and corporate leaders. Along with the flagship Forums, CEC builds Communities for members to engage and develop meaningful connections with their peers globally. As President, Varugis is responsible for the overall strategy, growth, and delivery of all services under the CEC banner.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

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
Participant engaged in conversation Participants seated during reception Participant smiling during cocktail reception Participants engaged in conversation Participant laughing Participant laughing during reception

STILL UNSURE?

Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Varugis George

Senior Forum Director

Telephone

+1 647 449 8243

Email

[email protected]Email Varugis

Video Overlay
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact [email protected].