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iA Private Wealth Advisor Summit

 

FUTUREPROOFING

YOUR BUSINESS

September 23-24, 2024

Le Centre Sheraton Montréal

The wealth management landscape continues to evolve as a constellation of factors – AI, Millennial and Gen Z clients, the Great Wealth Transfer, among others – create new opportunities for forward-thinking advisors to differentiate and fortify their practice. Our conference this year will equip you with actionable insights that will empower you to capture these opportunities and ensure your business is solidly positioned for long-term success. The two-day event will also feature sessions with some of the industry’s top portfolio managers and will kick off with an update from iA Private Wealth’s senior leadership team on key dealer initiatives. 

Last year’s Summit was a great success and we’re looking forward to bringing you a first-rate experience again this year.

 

 

This year, iA Private Wealth’s selected charity is Centraide of Greater Montreal. Founded in 1974, this philanthropic organization has been dedicated to fighting poverty and social exclusion, benefiting over 25,000 families. Every year, they support more than 375 agencies and projects, helping one out of five people in Greater Montreal and significantly improving living conditions for vulnerable members of society. iA Private Wealth's matching donation initiative amplifies the impact of contributions like yours. Together, let's make this year exceptional and continue to create positive change. Thank you once again for your kindness and generosity!