Unlock the Future with Client Experience

About the Conference

The wealth management industry is in a state of flux. Competitive forces, technology and financial market regulations are changing at speeds never seen before.

At the center of these disruptive forces is your relationship with the client. Delivering value and improving the client experience has become the main differentiator for advisors and their teams.

The 2017 Assistants Conference will focus on concrete ways to solidify client relationships by honing your soft skills and by expanding your regulatory knowledge base.

Attend an exclusive event where you can network with peers from wealth management firms and learn how to optimize client experience to position your business for growth.


For the second year running, the Assistants Conference will take place in Montréal and Toronto. This year, you will attend presentations given by seasoned speakers on a wide array of client experience-related subjects.

On site, you will get to meet wealth management professionals and you will have the opportunity to participate in demonstrations given by our many partners, all in a vibrant atmosphere geared to promote networking.


Would you like to participate in an event specially designed for wealth management assistants? Register today, as places are limited! You and your colleagues could benefit from a great discount with our group rates!


We wish to acknowledge and thank our partners who have contributed to making this event a success. You will have the opportunity to meet them on site during the conference.

Contact us for more information on partnership opportunities.