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Forum Overview

Dates: May 12 - 14, 2025

Location: Cambridge, ON

The Forum is a private gathering of trusted advisors to UHNW families from across Canada to explore emerging issues facing families of significant wealth.

 

The discussions will allow participants to test and validate their own organizations’ strategies for serving UHNW families and to benchmark what other top advisors in various disciplines are doing to foster success for their clients.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for 

"It was a great 2 day forum where expert client advisors had the opportunity to network, discuss and debate key topics impacting UHNW families!"
Yannick Archambault

Partner, National Leader - Family Office

KPMG Family Office

Toronto, ON

"The Forum is premised on the exchange of ideas of some of the top minds considering UHNW clients, from a variety of disciplines. This level of brain trust would be hard to replicate elsewhere; I felt fortunate to witness the conversation."
Leanne D. Kaufman

President and CEO, Royal Trust

RBC Royal Trust

Toronto, ON

"The Forum for Trusted Advisors was an excellent event with great topics and discussions. It was a wonderful networking opportunity and the professionalism from the organizers was evident at every turn."
Brendon Cameron

Principal

Sorrell Financial

Edmonton, AB

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STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kate Ross

Forum Director