Join the big players in the financial industry to discuss the latest developments in products, pricing, distribution, sales, and marketing strategies.
For the first time ever, this event will also feature a special executive Advisors Afternoon. 50 of Canada’s elite financial advisors will be invited to participate in an afternoon of interactive and immersive sessions that will help the industry better understand their needs and help them grow their business!
Plus, take away new strategies to:
Be at the industry forefront attending Canada’s leading event in the funds industry. Register Now!
A 30 year veteran of the investment industry, Dan Richards writes regular columns for top advisor publications in the United States and Canada and is a regular contributor to the Globe and Mail and BNN. He’s also author of the international best seller Getting Clients Keeping Clients, winner of a US industry award as the best resource for client communication.
In the 1990s Dan built companies that were sold to Environics Research and to Rogers Communications. In 2002 he was recruited to serve as CEO of Cartier Partners and its 3500 advisors, where he led a team that stabilized the firm’s situation and in 2004 led its sale to Dundee.
Dan holds an MBA from Harvard Business School and is an award winning faculty member in the MBA program at the Rotman School of Management, ranked among the top 10 global finance schools by the Financial Times. Dan sits on the board of four charities, two in Africa and two in Toronto. For the last 10 years he has co – chaired a dinner that raises $100,000 annually for a childrens home that he encountered during a climb up Mount Kilimanjaro.
Michael Schweitzer is Senior Vice President and Director of Distribution for High Net Worth at Capital Group. Prior to joining Capital, Michael was Global Head of Sales and Distribution for Group Wealth Management at HSBC. Concurrent with this role, he was also Global Head of Insurance Sales and Distribution and Regional Head of Wealth Management for Europe. Prior to joining HSBC, Michael was Managing Director at UBS Wealth Management Americas, where he co-founded their Private Wealth Management business in 2003. Prior to that, he was at Merrill Lynch, where he helped launch and then directed sales and strategy for the Private Banking and Investment Group. Michael began his career with the international accounting and consulting firm Deloitte Haskins +Sells as a consultant in their Emerging Business Services practice.
Michael received a B.S. in business administration, with an emphasis in accounting, from San Diego State University. He and his family recently relocated to Los Angeles from London (U.K.).