Our 2024 Toronto Due Diligence takes place on January 15 and 16, 2024 at the Westin Harbour Castle in Downtown Toronto. We’re putting together an agenda for a great event to help you kick off the new year. 


A MUST ATTEND EVENT:


Exclusive Insights 

Get first-hand economic and market insights from leading investment managers.


Business Strategies

Discover winning practice management ideas to help captivate and retain clients.


Navigating Change

Stay ahead of the curve with insights to help navigate the ever-evolving financial landscape.

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Agenda Overview

Monday, January 15

7:30 AM - 9:00 AM Breakfast
9:00 AM - 12:00 PM Morning Meetings
12:00 PM - 1:00 PM Lunch
1:00 PM - 5:00 PM Afternoon Meetings
6:30 PM - 12:00 AM Evening Event

Tuesday, January 16

7:30 AM - 9:00 AM Breakfast
9:00 AM - 12:00 PM Morning Meetings
12:00 PM - 1:00 PM Lunch

Keynote Speakers

Investment Specialists

Pat Palozzi

Industry Speakers 


Advisor Spotlights  


Head Office Speakers

Sam Febbraro