MEDIA ADVISORY - 2015 Annual Wealth Conference

TORONTO, May 6, 2015 /CNW/ - The private wealth industry is facing dramatic changes impacting both client expectations and business fundamentals. Join eight experts as they explore different perspective on issues that will help you develop your "Winner's Game".

When:	Wednesday May 13, 2015
	8:00 AM – 4:30 PM
Where:	St. Andrew's Club & Conference Centre
	150 King Street West, Sun Life Financial Tower
	Toronto, ON M5H 1J9

Topics Include

• Developing a client-centric business that focuses on an individual's specific needs
• Planning strategy to support aging clients and their family
• Best practices in supporting your clients in risk reduction
• Tools to estimate the true cost of retirement
• Key industry trends

For a comprehensive agenda and speakers biographies click here.

CFA Society Toronto proudly acknowledges its' 2015 Annual Wealth Conference sponsors and would like to extend a special thank you to our platinum event sponsor, National Bank Correspondent Network and platinum corporate sponsor Thomson Reuters.

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,300 CFA charterholders in Toronto, making it the second largest CFA Society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to www.cfatoronto.ca.

SOURCE CFA Society Toronto

To reserve a media pass, purchase a ticket or for interview inquiries please contact: Sara Pacella, CFA Society Toronto, Phone: [phone] X 235, E-mail: [email protected]