Advancements in index-based investing are bringing Canadian investors a range of sophisticated solutions once exclusively implemented by active managers. From sustainable income generation, to single and multi-factor combinations, to dynamic risk management tools, the expanding indexing toolkit continues to democratize access to low-cost alpha.
Join us to learn how advisors are incorporating index-based strategies to meet tailored client objectives. Keynote speaker Robert Gignac, author of Rich is a State of Mind, will open the event with his tried-and-true communication techniques for maintaining a successful client/advisor relationship.
Leading industry practitioners will explore: