Discover the Conference

As Canada’s leading provider of portfolio management solutions, Croesus aims to empower investment professionals with the tools, data and knowledge to propel their business to the next level. This conference is our commitment to ensuring your success. Together we will push the boundaries of finance and technology to ensure we’re ready for the future of the wealth management industry.
Bob McKenzie

Keynote Speaker

Bob McKenzie

TSN Hockey Insider and Media Personality

Why Participate

Volatility is on the rise. Regulations are increasing. Technology is changing. Clients demand more. You need to deliver.

This multi-city event will provide the techniques and strategies you need to thrive in this demanding market context. From best practices, to portfolio management trends to targeted training sessions this conference will deliver the vision you need to be prepared for the industry’s future.

Who Should Attend?

Whether you currently use Croesus or you’re looking to work with a best-of-breed technology provider, you’ll learn from industry experts, relevant keynotes and technology subject matter experts.

  • Wealth management professionals
  • Advisors
  • Portfolio managers
  • Assistants
  • Compliance teams


  • CreditsIIROC continuing education credits
  • Croesus ExpertsAccess to Croesus experts
  • TrainingTargeted product training
  • SkillsEnhance your skills
  • Industry insightsIndustry insights
  • NetworkingNetworking


Would you like to participate in an event organized for wealth management professionals? Register today! Space is limited.

Are you a Croesus client?

Croesus clients can take advantage of a 40% discount on the regular price of individual tickets.


November 22, 2019


November 28, 2019


Thank you to our partners for contributing to the event’s success. For more information about partnership opportunities, please contact us.