Discover the Conference

Leveraging the Disruptions in Wealth Management

Artificial intelligence, emerging technologies, new regulations, clients demands, the wealth management industry is constantly evolving and experiencing major disruptions. You can find ways to survive but what if rather than just managing the upheavals you can take advantage of them? Learn how to thrive in a context of constant change.

Why Participate

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.

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


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