Investments & Wealth Forum Toronto: Facilitating Behavioral Change

Denver, CO  —  August 2, 2022  — The Investments & Wealth Institute will be hosting an intensive one-day event on October 3 in Toronto, ON. The Investments & Wealth Forum – Toronto, Facilitating Behavioural Change, will feature leading academics, practitioner consultants and a Women in Wealth panel. Financial professionals are invited to register now, and journalists are invited to request a press pass. The conference will also be available on-demand starting on October 10. 

Attendees will learn how to: engage clients to address change, uncertainty and volatility to build trust; address client biases and the steps to take to improve their decision-making; solicit the kind of information from clients to help them and facilitate more effective conversations; and apply behavioural change theory to contemporary issues facing the investment and wealth management industry. Sessions will be led by:

•    Warren Berger, Author, Speaker, Questionologist
•    Herman Brodie, Lecturer, Edinburgh Business School at Heriot-Watt University
•    Lisa Kramer, PhD, Professor of Finance, Department of Management, University of Toronto Mississauga
•    John Nersesian, CIMA^®, CPWA^®, CIS, CFP^®, Head of Advisor Education, PIMCO

The conference experience includes four sessions and interactive programs, as well as a Women in Wealth panel discussion about trust featuring executives from Canadian investment and wealth management firms. Full conference details can be found here. 

Key Details
What: Investments & Wealth Forum - Toronto
When: October 3, 2022 (on-demand access available October 10)
Where: Omni King Edward Hotel, Toronto, ON  
Continuing Education: 7.5 CE hours 
Fee: $495 in-person until September 1, $595 in-person starting September 2 (discounted rates available for Institute Signature and Elite members) 
$395 on-demand registration (on-demand access available starting October 10)
Registration: Click here to register