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Wealth Managers' Forum 2027

CAASA
UpcomingJun 1, 2027Toronto, CanadaFinance
Wealth Managers' Forum 2027 runs Jun 1, 2027 in Toronto, Canada. 61 companies are listed at Wealth Managers' Forum 2027: 61 sponsors. Published sponsorship packages run from $2,500 (currency not stated) to $10,000 (currency not stated) across 4 tiers (2027).more
Status
Upcoming
Dates
Jun 1, 2027
Location
Toronto, Canada
Organizer
CAASA
Industry
Format
In Person
Audience
Executive Audience
Lists read
caasa.ca

Key facts

Companies listed, rebooking, prices and rank.

Companies listed6161 sponsors
Industry rank#12of 96 finance events
Packages from$2,500 (currency not stated)4 published, up to $10k (currency not stated)
Seen at other events5%of these companies

Who is there

The 10 companies here seen at the most other events we track.

All 61 companies
CompanyRoleIndustryOther eventsBooth or tier
BDO
Sponsor5other events
Mass General Brigham
Sponsor3other events
Edward Jones
Sponsor2other events
3iQ Corp.
SponsorNone
AllMind AI
SponsorNone
AlphaBlock Technologies Inc.
SponsorNone
Area One Farms
SponsorNone
Asset Management One USA
SponsorNone
Barber & Associates
SponsorNone
Blacktyde Capital
SponsorNone

Exhibitor profile

How many other events these companies go to.

Only this event58
2 to 4 events2
5 to 9 events1
10 or more events0

Sponsorship

4 packages published for 2027.

All packages
Title Sponsor$10k (currency not stated)Gold Sponsor$5,000 (currency not stated)Silver Sponsor$3,500 (currency not stated)Bronze Sponsor$2,500 (currency not stated)
$1.3k$29.2k

Light band: the middle half of entry packages at 42 finance events ($1,563 to $5,000). Dark band: their top packages ($10k to $25k).

Wealth Managers' Forum 2027 sponsors

61 companies, grouped by the tier the organizer lists them under.

Sponsors

61 companies
CompanyIndustryOther events
BDO
5other events
Mass General Brigham
3other events
Edward Jones
2other events
3iQ Corp.
None
AllMind AI
None
AlphaBlock Technologies Inc.
None
Area One Farms
None
Asset Management One USA
None
Barber & Associates
None
Blacktyde Capital
None
Bright Mega Capital
None
Canada Life
None
Capital Direct Management Ltd.
None
Carte Wealth Management Inc
None
Celina Capital
None
CME Group
None
Coller Capital Limited
None
Crescero Natural Capital Inc.
None
Croesus
None
Designed Securities Ltd.
None
East West Investment Management
None
Equiton Inc.
None
Fiduciary Trust Canada
None
FirePower Capital
None
FutureSight Ventures
None
GreenBear Group LLC
None
Greybrook
None
Harbourfront Wealth
None
HGC Investment Management Inc
None
Huxton Black
None
iCapital Network
None
Infinity Global Capital
None
K2 Group
None
KJ Harrison Investors
None
Koh Capital Management
None
Letko, Brosseau & Associates Inc.
None
Mandeville Private Client
None
Manna Tree
None
Manulife Wealth
None
MLW Private Wealth
None
Morgan Stanley Wealth Management
None
Nymbus Capital
None
Omnigence Asset Management
None
Orchard Global Asset Management / OGAM Ltd
None
Park Private Wealth
None
PBY Capital Ltd.
None
Prime Quadrant
None
RBC Dominion Securities
None
RBC Investor Services
None
ReSolve Asset Management
None
Richardson Wealth
None
Ruck Lane Inc.
None
Sagard
None
Sagard Wealth
None
Scotia Wealth
None
Semper8
semper8.com
None
The Farmer Group
dadavidsonfa.com
None
None
Verecan
verecan.com
None
None
Yorkville Asset Management
yorkvilleasset.com
None

Wealth Managers' Forum sponsorship packages and prices

Packages

As published by the organizer for 2027.

PackagePriceWhat it includes
Title Sponsor$10,000 (currency not stated)
Gold Sponsor$5,000 (currency not stated)
Silver Sponsor$3,500 (currency not stated)
Bronze Sponsor$2,500 (currency not stated)
Platinum SponsorNot listed

Against finance events

42 events that publish their prices.

Median entry package$3,000middle half $1,563 to $5,000
Median top package$16kmiddle half $10k to $25k
Cheapest here$2,500 (currency not stated)currency not stated, not compared
Top here$10k (currency not stated)currency not stated, not compared
$1.3k$29.2k

Every published price, by level and industry

Source: caasa.ca/wp-content/uploads/2026/08/WEALTH-MANAGERS-FORUM-2027-SPONSOR

Similar conferences and prospects

At other finance events, not here yet

Companies listed at two or more finance conferences that have never been at Wealth Managers' Forum.

Find more
CompanyIndustryFinance events
S&P Global
spglobal.com
Financial Services4events
Aon
aon.com
Financial Services3events
Bank of America
bankofamerica.com
Banking3events
Clifford Chance
cliffordchance.com
Real Estate3events
Crowe
crowe.com
Accounting3events
Financial Services3events
Wells Fargo
wellsfargo.com
Financial Services3events
Venture Capital & Private Equity2events
BancCard
banccard.com
Financial Services2events
Barclays
barclays.com
Financial Services2events
BlackRock
blackrock.com
Financial Services2events
Legal Services2events

How to sponsor Wealth Managers' Forum

The organizer, its sponsorship inbox and prospectus, and the pages these lists come from.

Organizer
CAASA
Sponsorship inbox
No sponsorship inbox published. Use the organizer’s website.

We list the addresses an organizer publishes for sponsorship and exhibit questions, never a named person’s email.

Where these lists come from

About Wealth Managers' Forum 2027

Wealth Managers' Forum 2027 runs Jun 1, 2027 in Toronto, Canada.

61 companies are listed at Wealth Managers' Forum 2027: 61 sponsors.

Published sponsorship packages run from $2,500 (currency not stated) to $10,000 (currency not stated) across 4 tiers (2027).

The Wealth Managers' Forum 2027 is designed for retail advisors and their client base, featuring numerous speakers and networking opportunities for investment advisors, family offices, and asset managers.

Questions

Who sponsors at Wealth Managers' Forum 2027?

61 companies are listed at Wealth Managers' Forum 2027, including BDO, Mass General Brigham, Edward Jones, 3iQ Corp., AllMind AI, AlphaBlock Technologies Inc..

How much does it cost to sponsor Wealth Managers' Forum?

Wealth Managers' Forum publishes 4 sponsorship packages from $2,500 (currency not stated) to $10,000 (currency not stated).

When and where is Wealth Managers' Forum 2027?

Wealth Managers' Forum 2027 is Jun 1, 2027 in Toronto, Canada.