Please join us in Calgary from September 14 – 16
This year’s Summit brings together forward-thinking advisors navigating a rapidly evolving wealth management landscape. As client expectations shift and markets change, the conference program will deliver practical strategies to help you drive growth, optimize client outcomes, and accelerate profitability. You’ll hear from leading portfolio managers and members of iA Private Wealth’s leadership team, who will share perspectives on market trends and updates on key dealer initiatives.
Event Highlights
(Registration required for each event)
| • Portfolio Manager Meeting • Women’s Forum • Welcome Reception |
September 14 |
|
• Summit (Day 1) • Soirée |
September 15 |
|
• Summit (Day 2) |
September 16 |
Please join us to connect with peers, gain valuable insights, and fuel your next phase of growth.
Highlights from the 2025 Summit in Ottawa
Thank you for putting on such a professional conference with the opportunity for meaningful connection and learning.”
– 2025 Advisor Summit attendee
An exceptional mix of industry experts and business collaboration.”
– 2025 Advisor Summit attendee
High-quality experiences and exceptional hospitality.”
– 2025 Advisor Summit attendee
Everything was perfect! Atmosphere, content, speakers, quality, reception, room, animation.”
– 2025 Advisor Summit attendee
Very motivating and very dynamic.”
– 2025 Advisor Summit attendee
Great event! A lot of learning topics.”
– 2025 Advisor Summit attendee
High-caliber speakers.”
– 2025 Advisor Summit attendee
Well organized and provided a wealth of information.”
– 2025 Advisor Summit attendee
Thank you for putting on such a professional conference with opportunity for meaningful connection and learning."
– 2025 Advisor Summit attendee
An exceptional mix of
industry experts and
business collaboration.”
– 2025 Advisor Summit attendee
Everything was perfect!
Atmosphere, content, speakers, quality, reception, room, animation.”
– 2025 Advisor Summit attendee
Questions?
For additional information, please visit our FAQ page or email iA Private Wealth at events.iaprivatewealth@ia.ca.
Thank you to our sponsors
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.