Canada’s leading industry event for securities and investment professionals features networking opportunities and an impressive lineup of distinguished speakers. Join sessions that will inform and challenge you. Build relationships to drive collaboration and success.
Inflation may be cooling, but uncertainty is not. Shifting trade relationships, geopolitical uncertainty, affordability pressures, and uneven growth are reshaping markets and influencing how capital moves.
For firms and investors, this is less about cyclical timing and more about structural recalibration—affecting expectations, allocation strategies, and business planning assumptions.
A timely look at the forces shaping Canada’s macroeconomic trajectory and the implications for competitiveness, capital flows, and investor behaviour.
Fraud and financial crime are becoming faster, more sophisticated, and more coordinated, driven by advances in technology and the scale of digital reach.
This is no longer only a question of controls, but of system-wide coordination—linking intelligence, operational response, and technology across firms and regulators.
A practical examination of how the ecosystem can strengthen detection, response, and coordination to protect investors and reinforce trust in the system.
Canada is on a mission to strengthen economic growth—but too often, friction slows it down.
As governments focus on productivity, resilience, and long-term prosperity, the efficiency of Canada's capital markets has never mattered more. Regulatory complexity, structural barriers, and policy choices all influence how effectively investment is mobilized.
Where are the greatest opportunities to unlock growth? How can Canada strengthen its competitive position while expanding access to investment opportunities for businesses and Canadians alike?
Advice is changing because investors are changing.
Expectations now extend beyond traditional models to include greater flexibility, control, and seamless movement across self-directed and advised experiences. Digital capability is becoming embedded in the client relationship, shaping how advice is delivered and experienced.
What is becoming clearer is that the boundary between models is less fixed—but how should firms structure that shift? How do you balance scale, segmentation, and consistency while strengthening trust and long-term investor outcomes?
The industry is entering a new phase. Regulation is evolving, technology is transforming market infrastructure, and competitive advantage is increasingly determined on a global stage.
Developments such as tokenization, digital assets, and market modernization are moving from conceptual debate to implementation decisions—raising questions about policy design, infrastructure readiness, and international positioning.
A forward-looking discussion on how regulatory choices and technological adoption will shape Canada’s place in a rapidly reordering global financial system.
AI is dominating boardroom conversations, investment plans, and technology roadmaps—but opinions remain sharply divided.
For some, AI is already transforming productivity, client experience, and decision-making. For others, expectations are running well ahead of reality, with governance, implementation, and return on investment raising important questions.
In this lively debate, industry leaders will tackle one of the defining questions facing financial services today: is AI delivering lasting competitive advantage, or are we still in the early stages of separating genuine value from market excitement?
