A conference that propels you towards success


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. The Assistants Conference provide you with tools to keep your competencies and knowledge up&bnsp;to date.

The conference will be back in Montreal and in Toronto in 2018. The structure and the theme of the conference will be similar in both cities. Seasoned speakers will discuss subjects related to an assistants daily challenges.

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.

Not-to-be-missed Event

In 2017, the theme of the Assistants Conference focused on customer experience. Participants learned concrete strategies to strengthen client relationships and to improve their regulatory knowledge base.

Did you participate in this exclusive event to hone your skills? Stay tuned! We are currently preparing the next edition of the Assistants Conference.


We wish to acknowledge and thank our partners who have contributed to making this 2017 edition a success.

If you would like to join the event as sponsor, contact us for more information on partnership opportunities.