InvestorCOM InvestorCOM
Demo
MENUMENU
  • Solutions
        • By Regulation
          • Regulation Best Interest
          • Client Focused Reforms (NI 31-103)
          • Point of Sale (NI 81-101)
          • Investment Fund Continuous Disclosure (NI 81-106)
          • Client Relationship Model (NI 31-103)
        • By Industry
          • Wealth Managers
          • Asset Managers
          • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Demo

Thank you for joining us at our annual conference which was held on Tuesday, June 4, 2019. We thank everyone who attended and hope you enjoyed our expert perspectives on what Canadian Financial Services will look like in the next decade. Our speakers commented on: trends that will shape the future; digital transformation strategies; how they have succeeded in innovating and what they are observing in terms of clients’ changing demands for products and services. Topics also addressed how organizations drive a culture of continuous innovation; the communication challenges and opportunities between advisor and client and how to manage pending intergenerational wealth transfer. Our conference also featured young financial services professionals discussing the challenges and the desired state of financial services 2030. This conference explored three key perspectives; digitization & technology trends, the “new client”, and the emergence of new financial services players.

For your convenience, we have made each speaker presentation available.

DOWNLOAD PRESENTATION
VIEW PHOTOS

Conference Highlights

Conference Videos

Peggy Van de Plassche

“Trends that shape the future”

Presentation

Tom Park

“Digital Transformation Strategies”

Financial Services Innovators Panel

Discussion

Financial Services Millennial Panel

Discussion

Ellen Bessner

“The Advisor Perspective”

Presentation

InvestorCOM Inc.
55 University Avenue
Suite 704
Toronto, ON
M5J 2H7

+1 (800) 361-9494
info@investorcom.com

Who We Help

  • Wealth Managers
  • Asset Managers
  • Insurers

Regulations

  • Regulation Best Interest
  • Client Focused Reforms
  • Point of Sale
  • Investment Fund Continuous Disclosure
  • Client Relationship Model

Learn

  • Blog
  • Resource Center
  • Case Studies
  • Events

Company

  • About Us
  • Leadership
  • Partners
  • Careers
  • News

© 2021 InvestorCOM Inc. All rights reserved.

  • Privacy & Accessibility
  • Legal

Search Site

Error: Enter a search term

  • Solutions
    • By Regulation
      • Reg BI
      • Client Focused Reforms
      • POS3
      • Investment Fund Continuous Disclosure
      • CRM2
    • By Industry
      • Wealth Managers
      • Asset Managers
      • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Our website uses cookies. By using our website you agree to our Privacy Policy.
AcceptPrivacy Policy