1. Unlock profitability with insights from BMO Global Asset Management, RBC Global Asset Management, Manulife Investments, Mackenzie Investments, and more
    Hear from influential executives and firms on all aspects of investment funds relevant to your business today. Get perspectives from banks, advisors, independents, dealers, and CEOs alike to better align your business.
  2. Identify growth opportunities to remain the fund of choice
    This two-day event is exclusively designed for Canadian fund executives. Acquire proven product, pricing, distribution, sales, and marketing strategies from the top industry professionals.
  3. Network with 50 of Canada’s specially selected top advisors at the new Advisors Afternoon
    The Advisors Afternoon will feature sessions of mutual interest on such subjects as: how advisors can reinvent the business of financial advice and innovative strategies for winning high net worth investors. Participants will hear from an Elite Advisor Power Panel on their formula for growing AUM.
  4. Forecasting key trends to prepare you for the future of funds
    Discover where you stand in the competitive landscape and identify new growth opportunities for your business. Find out where the industry’s headed so you can be at the forefront.
  5. Gain actionable concepts that will to help set strategy, grow AUM and maximize profits
    Winning future market share will require building lasting relationships with new strategies to attract new investors. Identify the product features, marketing preferences and sales strategies to maximize your bottom line.



Join 200+ thought leaders, experts and professionals from across North America at this unique event.

Fund Manufacturing & Asset Management Firms

Mutual Funds | Segregated Funds | Product, Product Development, Investment Solutions | Retail Distribution | Mutual Fund Distribution | Sales | Intermediary/National Sales

Broker/Dealer Firms

Business Development | Strategic Partnerships | Client Servicing | Institutional Markets | Private Wealth

Solution Providers

Fund Servicing | Software / Technology / Platform | Research / Data | Marketing & Communications Services / Solutions | Accounting Service Providers