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    Women in Wealth Management Summit Canada 2024 logo

    Women in Wealth Management Summit Canada 2024

    December 4, 2024
    Elevating Women’s Impact in Wealth Management and Financial Leadership
    This summit has been approved for 5 credits by IAFE and FP Canada | #WPWomenInWealth
    Contact US

    About the Event

    The Women in Wealth Management Summit Canada 2024 is an event designed to bring together women and allies from across the financial services and wealth management industry. Now in its seventh year, the summit offers a full day of engaging sessions, including the launch of a mentorship network, a keynote on achieving both financial success and personal fulfillment, and expert panels focused on empowering women in finance, improving client retention, and building a strong personal brand. This event provides a unique platform for participants to connect with industry leaders, gain actionable insights, and explore the latest trends shaping the future of wealth management. Whether you are seeking to advance your career, expand your professional network, or stay ahead in a rapidly evolving industry, this summit delivers the tools, knowledge, and inspiration needed to succeed.

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    What You'll Learn

    • Achieve Financial Wellness: Strategies to balance wealth and happiness for a more fulfilling financial life.
    •  Overcome Industry Challenges: Techniques for navigating and overcoming barriers unique to women in wealth management.
    •  Enhance Client Retention: Best practices for building and maintaining long-term client relationships.
    • Build a Personal Brand: Tips on creating a strong and distinctive brand that resonates with clients.
    • Navigate the Future of Wealth Management: Insights into the role of technology and AI in shaping the industry's future.
    Speaker

    Why Attend

    • Inspire Your Career Growth: Gain actionable strategies from industry leaders to advance your career.
    •  Stay Ahead of the Curve: Access the latest insights on emerging trends and innovations in wealth management.
    • Network with Peers and Leaders: Connect with like-minded professionals and industry experts through structured networking opportunities.
    • Be Part of a Supportive Community: Join a network of women and allies dedicated to advancing representation and leadership in wealth management.
    • Drive Tangible Change: Participate in the conversation on elevating women's voices and be part of the movement for greater inclusion and diversity.


    CONTACT US

    2024 Featured Speakers

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    MF
    Maria José Flores
    President
    Carte Wealth Management Inc.
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    FJ
    Fera Jeraj
    Chief Technology Officer
    Canaccord Genuity Group Inc.
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    ML
    Melissa Leong
    Personal Finance Expert, National Media Personality, Best-selling Author
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    AL
    Andrea Linger
    VP, Practice Management and Head of the Women Canadian Advisors Network
    Raymond James Ltd.
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    DO
    Diana Oddi
    Director of Marketing, Communications and Practice Management
    Mandeville Private Client

    VIEW ALL SPEAKERS


    What is it?

    Launching at the 2024 Women in Wealth Management Summit, the Women in Wealth Mentorship Network is a supportive platform for connecting and empowering women in the insurance industry to lead effectively and maximize their careers. Mentorship and peer-supported learning are key drivers of success, and we're excited to facilitate this at our Women in Wealth Management Summit.

     

    Why should I participate?

    Whether you’re an established industry leader or a rising talent, the Women in Wealth Mentorship Network is designed to deliver valuable learning, meaningful connections, and business-focused insight for all women in the industry. Through both mentorship and peer-to-peer matchmaking, women of all experience levels will be paired with a partner matched to their personal and professional goals.


    How will we be matched?

    Want to be a mentor? Looking for guidance from a more seasoned professional? Want to share knowledge with a peer? Indicate your interest when you register to attend the event and we will follow up with a form to complete with your goals for participation in the Mentorship Network. 


    When will I be introduced to my match?

    Meet your match at the Women in Wealth Management Summit on December 4, 2024. Join the breakfast launch to hear from an expert speaker on mentorship best practices and how to maximize the relationship.


    How do I get involved?

    To connect with the Women in Wealth community beyond the Summit and participate in the Network as a Mentor, Mentee, or Peer Advisor, indicate your interest when you register for the event, and we will be in touch!

    CONTACT US

    2024 Sponsors


    GOLD SPONSORS

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    Gold
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    Gold
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    Gold
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    Gold
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    ASSOCIATE SPONSOR

    Associate Sponsor
    Partner logo

    Meet, Connect & Build lasting relationships

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    Speaker
    CONTACT US
    Continuing Education

    Location

    Arcadian Court
    401 Bay Street, Simpson, tower 8th floor, Toronto, ON M5H 2Y4

    Hotels Nearby

    Venue

    Marriott Eaton Centre Hotel

    Book your group rate via the reservation link. The discounted rate is valid until November 07, 2024, or when rooms sell out. 

    • 525 Bay St., Toronto, ON M5G 2L2, 
    • Tel: +1 416 597-9200 


    Room rate: $299 per standard room/night 

    Cut-off date: November 07, 2024 or when rooms sell out. 

    Check in: 4pm Check out: 12pm 

    Hotel Parking: On-site parking, fee: $50.00 CAD daily

    Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date.

    St. Regis Hotel

    Book your group rate via the reservation link. The discounted rate is valid until October 21, 2024, or when rooms sell out. 

    • 325 Bay St., Toronto, ON M5H 4G3, 
    • Tel: +1 437 431-5521 


    Room rate: $525 per standard room/night 

    Cut-off date: October 21, 2024 or when rooms sell out. 

    Check in: 4pm Check out: 12pm 

    Hotel Parking: On-site parking, fee: $70.00 CAD daily

    Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date.

    Courtyard Toronto Downtown

    Book your group rate via the reservation link. The discounted rate is valid until November 8, 2024, or when room sells out. 

    • 475 Yonge Street, Toronto, ON M4Y 1X7
    • Tel: +1 (416) 924- 0611


    Room rate: $309 per room/night 

    Cut-off date: November 8, 2024, or when room sells out.

    Check in: 4pm Check out: 11am 

    Hotel Parking: On-site parking, fee: $52.00 CAD daily

    Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date.


    THANKS FOR TAKING PART IN THE 

    WOMEN IN WEALTH MANAGEMENT SUMMIT 

    CANADA 2024. 

    Missed this year's event? Register your interest to participate in the next  Women in Wealth Management Summit.

    CONTACT US

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Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer