Start the Day Right: Before the conference gets underway, join us for a delicious breakfast and a chance to fuel up, grab a coffee, and connect with colleagues. A good breakfast, great conversation, and a full day of learning and networking ahead — because the best conferences start with a good meal!

Welcome to the 2026 Fall Conference!

Join us as we outline the agenda, introduce our esteemed speakers, and share key objectives to ensure a productive and engaging experience for all participants. The theme of the conference is Where Strategy Meets the Finish Line.

Tasos Dovolos will be providing market-related updates as well reviewing the value and options available for building portfolios: full
multi-asset solutions, core multi-asset solutions, asset class building blocks.

Navigating CRM 3: Increasing Transparency, Increasing Trust: CRM3 Introduces a new level of fee transparency that will change how clients evaluate the cost of advice and prompt more frequent, valuefocused conversations. This session helps advisors approach CRM3 with clarity and confidence, using practical framing to contextualize fees, articulate outcomes, and position the full scope of their advice. The goal is to turn transparency into a trust-building opportunity that strengthens long-term client relationships.

Take a few minutes to step away, grab a coffee or a snack, stretch your legs, and catch up with colleagues.

A little break now means more energy for the ideas, conversations, and opportunities ahead.

The quest for the 6% yield, how to build portfolios that pay like a pension: 

As clients increasingly seek reliable income in retirement, traditional portfolio approaches may not be enough. In this presentation, portfolio manager Craig Maddock examines how institutional-style portfolio construction, alternative income sources, private credit, option strategies, and diversified income solutions can work together to help create more stable and sustainable retirement cash flow.

Take a break from the conference and join us for lunch in the Woodbine Club Dining Room, where you can enjoy a great meal, relax, and continue the conversations in a more casual setting.

Building Wealth at Full Stride

In today's rapidly evolving investment landscape, quantitative investing is no longer confined to traditional factor models. Advances in machine learning, natural language processing, and alternative data are now enabling investors to uncover insights that were previously challenging to identify through conventional research alone.
Join us as we explore how the team’s global, all-weather investment process integrates data-driven signals with portfolio management expertise to navigate changing market environments. We will also discuss how this combination can help identify opportunities across regions and market cycles while seeking to deliver more consistent investment outcomes in the long term.

It’s time to step away from the sessions, grab a coffee and a snack, and take a moment to recharge. Use the break to catch up with colleagues, share a few laughs, or simply enjoy a few minutes to yourself before the conference continues.

Refresh, reconnect, and get ready for what’s next!

Stay Ahead of the Evolving Investor Landscape: Trends, Insights, and Strategies for Advisors: Discover how advisors can stay ahead in a rapidly changing environment. Explore emerging investor needs driven by demographics, retirement trends, intergenerational expectations, and rising health-care costs. Gain actionable insights and conversation starters to strengthen client relationships and elevate your value.

As we bring the conference to a close, please join us for closing remarks from our President, Dax Sukhraj.

A final opportunity to reflect on the day, share a few thoughts, and look ahead to the opportunities and priorities that will shape the year ahead.

We’ve spent the day learning, sharing ideas, and connecting with colleagues, now it’s time to kick back and enjoy a afternoon of live Thoroughbred racing at Woodbine!

Get ready to experience the excitement from a little closer as we head out for our Paddock Tours, where you’ll get an inside look at the horses as they prepare for the race and experience the atmosphere that makes race day so special.

Then it’s time to head trackside, cheer on the horses, and feel the thunder of the hooves as they race toward the finish line! Whether you’re a seasoned racing fan or have never been to the track before, there’s nothing quite like seeing these incredible athletes up close and experiencing the excitement of a live race.

So, leave the conference behind, pick your favourite horse, and get ready for an evening of racing, excitement, great company — and maybe a little friendly competition!