Be the enabler of change

About the Conference

In today’s fast-paced world, wealth management professionals are confronted with many changes and new challenges. You need fast and accurate reaction times to stay ahead of the curve and adapt without being overwhelmed by the multitude of changes.

The 2018 Assistants Conference is designed to help you navigate the changing landscape of the financial services industry. New types of clients, technology, strengthened regulatory requirements, and investment trends will no longer be abstract concepts in your mind. Forget experiencing the change, master it.


For the third year running, the Assistants Conference will take place in Montréal and Toronto. We are also pleased to announce that the conference will be held in Vancouver for the very first time this year.

Attendees will hear from seasoned speakers on a wide array of topics related to change management. On site, you will get to network with wealth management professionals and attend demonstrations given by our different partners. Meals are included for participants and several door prizes will be awarded throughout the day.


Would you like to participate in our event organized for wealth management assistants? Register today! Space is limited. Go with your colleagues and get a great discount with our group package!


Nov 27. 2018



Dec 5. 2018



Dec 7. 2018



We wish to acknowledge and thank our partners for helping make this event a success.

Please contact us for more information about partnership opportunities.