The landscape for financial advice, in Canada as elsewhere in the world, stands on the brink of a profound transformation.

This March, senior leaders will come together to tackle the public policy implications of this new landscape as it affects the access to financial advice for Canadians of all income and wealth levels.

This two day conference includes dinner on March 30th, with a keynote address by T. Timothy Ryan Jr., Chairman, Santander Holdings USA.

This conference is presented in collaboration by three of the leading think thanks in Canada, the C.D. Howe Institute, the University of Calgary’s School of Public Policy, and CIRANO, together with the Toronto Financial Services Alliance.

Click here to view the agenda.

Click here to register now.

Registration fee of $299 includes admission to conference and dinner.

More Information on the Event:

Due to four distinct, but concomitant trends, the landscape for financial advice in Canada is about to change:
1. An uncertain and volatile market (and geopolitical) environment, with hard-to-assess asset prices and values, low expected returns, and unsteady employment circumstances;
2. Rapid technological advances, which impact the cost and the ways of providing advice, and transform the client experience;
3. The coming of age of new financial products (ETFs, etc.) and investment strategies (passive, smart beta, etc.);
4. Keen interest and concerns on the part of regulatory authorities with respect to advisor conduct, resulting in an increasing number of regulatory proposals with the stated aim of enhancing consumer protection and market efficiency.

An aspect, however, seems not have received the requisite attention: the public policy implications of this new landscape inasmuch as it affects the access to financial advice for Canadians of all income and wealth levels.

This Conference aims to provide a neutral forum for an examination of these public policy implications. It features panelists and speakers from a range of institutions and hopes to provide thorough analysis, food for thought and reflection, not mainly at the technical, but more broadly at the policy-making level. As such, it should be of interest to prospective attendees from industry, regulators, the academic world and policy-making circles.

When: Thursday, March 30, 2017 - 08:00 to Friday, March 31, 2017 - 14:00

Center for Interuniversity Research and Analysis of Organizations
1130 rue Sherbrooke Ouest, suite 1400
Montréal, Québec (Canada) H3A 2M8
(514) 985-4000
(514) 985-4039

© 2017 CIRANO. All rights reserved.

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