2014 Annual Wealth Conference: Future of Finance - a Private Client Perspective

MEDIA ADVISORY

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| Source: CFA Society of Toronto

TORONTO, May 6, 2014 (GLOBE NEWSWIRE) -- What does the Future of Finance mean for Private Wealth Management? Six empowering and forward-thinking speakers will address the current environment, best practices and tools to provide better advice and service.

Media passes and advance interviews are available on request.

When:    Tuesday May 13, 2014 - Wednesday May 14, 2014
                Tuesday 8:00 AM - 4:00 PM, Wednesday 8:30 AM – 12:00PM

Where:    Toronto Board of Trade
                First Canadian Place, 4th Floor
                Toronto, ON

Topics & Learning Outcomes:

  • Putting Investors First/ Statement of Investor Rights
  • Structuring for success using practice based management
  • Developing a successful overall wealth management process
  • Transparency and Fairness
  • Canadian regulatory changes compliance

Speakers Include:

  • Ellen J. Bessner
  • Harold Evensky
  • Ronald M. Florance
  • Deena B. Katz
  • April Rudin
  • Roger Urwin

Full speaker biographies and event details are available on our website.

To reserve a media pass, please contact:
Dawn Wong
CFA Society Toronto
Phone: (416) 366-5755 X 226
E-mail: eventregistration@cfatoronto.ca

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,000 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.

CONTACT: Dawn Wong 
         CFA Society Toronto
         Phone: (416) 366-5755 X 226
         E-mail: eventregistration@cfatoronto.ca