September 12 - December 13, 2025|Toronto
Questions? Call: 1-800-970-4355

FREE

Program for Financial Advisors

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Program Overview

Friday, September 13 - 1:00 pm - 5:00 pm

Financial Advisors: We’ve heard your questions, comments, and concerns. We know you’re looking for new strategies, products, and tools to help better serve your clients in this volatile market. And at the 2024 MoneyShow Toronto, we’re ready to help!

We’ve arranged for an afternoon of advisor-only content at this year’s event and includes detailed workshops, interactive Q&A sessions, and timely briefings from top experts on the issues FAs face.

Produced in partnership with the Financial Planning Association of Canada and media partner MoneySense, this special series will help ensure your practice blossoms in the year ahead. 

*Financial Advisors Only Event. CE Credits Pending Approval.

Register Now
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Christian Battistelli
Assante Financial Management Ltd.
Lisa Hannam
MoneySense
Jason Pereira
Woodgate Financial Inc.
Christian Battistelli
Assante Financial Management Ltd.
Lisa Hannam
MoneySense
Jason Pereira
Woodgate Financial Inc.
The Robots Are Here! AI and the Future of Advice
Friday, September 13, 2024, 1:30 pm - 2:30 pm
Presented by: Jason Pereira
Focus: TECHNOLOGY

AI is poised to change our industry forever. How do we navigate this dual-edged sword of threat and opportunity? What can AI do for you and your practice? What tools are available today, and how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and financial advisors. 

Four Tools That Can Help You Systemize Your Practice for Less Than $25
Friday, September 13, 2024, 3:00 pm - 4:00 pm
Presented by: Christian Battistelli
Focus: FINANCIALS

Discover powerful, low-cost tools that can streamline your business, enhance productivity, and save time. Learn how to integrate these tools into a cohesive system and best practices for creating processes. Whether you're a business owner, manager, or team leader, this presentation will equip you with the knowledge and tools to create efficient, scalable processes. Don't miss the opportunity to improve your operations and boost your productivity. 

Fit to Print: Media Training with MoneySense’s Lisa Hannam
Friday, September 13, 2024, 4:15 pm - 5:15 pm
Presented by: Lisa Hannam
Focus: FINANCIALS

How do you secure media interviews? How do you ensure what you say gets quoted? You want to look and sound good—no hmms, ums, or hmphs. MoneySense editor-in-chief, Lisa Hannam, shares insights from the other side of the microphone on interview prep, effective communication, staying on message, and more. 

Get the Keys to Market Success in 2024