Calendar - Toronto

December 5 2017

08:00 to 13:30
Venue Pointer

Toronto Board of Trade

77 Adelaide Street West, Toronto, ON M5X 1C1

Conference Schedule

Networking breakfast 08:00
Welcoming address 08:30
Break 09:45
Break 10:45
Lunch 12:00
Closing Remarks 13:30



Promotional offer
Ends on Oct. 31

This offer has expired but you can still enjoy our group rates!
Regular price
Group rate (5 to 9)
Group rate (10+)

Join us at the Assistants Conference and…

  • Network with peers in the wealth management industry
  • Expand your knowledge and hone your skills
  • Deepen your understanding of compliance
  • Earn continuing education credits

*The price includes breakfast and lunch.

2016 Edition

The 2016 edition of the Assistants Conference, which was held at the Toronto Board of Trade, was a resounding success.



Simplifying Compliance

Larry Boyce

Smarten Up Institute

Managing the Unexpected

Laurie M. Clark

Founder and CEO Smarten Up Institute

Assistants – Absolutely Critical

Ellen Bessner

Partner at Babin Bessner Spry LLP

Solutions to Everyday Challenges

Moderator: Susan Silma, LLB, MBA

Co-Founder and Partner, CRM2 Navigator

Ramp up your Professional Communication Skills

Evelyn Jacks

Founder and President of Knowledge Bureau