In partnership with the Rotman School of Management, CSI will be hosting an introductory webinar to explore the new Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management program. The four day symposium offers a mix of academic insight based on the latest research and practical experience in client specialization, human and family dynamics, wealth management strategies, legacy planning and growth.
Join Walid Hejazi, Professor, International Business at Rotman School of Management and Academic Director of Executive Programs and Tiffany Harding, AVP, Head of Practice Management and Wealth Planning Services at Manulife, for a discussion on how today’s financial climate is changing the way wealth managers and advisors cultivate and strengthen mutually beneficial client relationships. The program will take place at the residential White Oakes Resort and Spa in Niagara-on-the-Lake from October 11-15, 2023. It is designed to support financial services professionals as they continue to address frequent financial upheavals and evolving technologies while serving high net worth clients.