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.
This group of experienced practitioners and trusted advisors drafted the Agenda, handpicked expert speakers and personally nominated all invitees to the Forum.
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.
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
Hear how our participants describe the practical benefits of our forums.
Senior Forum Director