Following the success of Opal Financial Group’s annual Family Office/Private Wealth Management Forum in the United States, we are proud to bring this event to Canada!
As part of the Private Wealth Series, this Family Office & Endowment Investment Forum is one of Opal’s premier events. Investors and asset managers from around the world will engage in two days of discussions on the latest investment trends.
Today’s new wave of generational wealth is developing at a rapid pace in many areas of the world. We are starting to see a shift in market dominance and the direction many investors are taking with their investments. With a rise in the need to include philanthropic endeavors into a family’s portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.
Come and join us for engaging discussions on the latest investment trends with some of the most well established investors, money managers, and private wealth service providers from around the globe.The GAFM Global Academy of Finance & Management™ is the world’s fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.
The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.
- CWM™ Chartered Wealth Manager®
- MFP™ Master Financial Planner®
- AFA™ Accredited Financial Analyst®
- CTEP™ Chartered Trust and Estate Planner®
- CITA™ Certified International Tax Analyst™
* All certification courses available directly online from an accredited law school program