CETFA - The Canadian ETF AssociationEvents

Don’t miss out on this lineup of insightful and engaging events, conferences, and webinars.

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CETFA Events

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Industry Events

November 2, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Mississauga

November 2, 2022 – Shifting Trends in Wealth Management – Designing the Future of Independent Advice – Designed Securities

Time: 1:00 pm – 3:00 pm

Location: Toronto

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November 3, 2022 – TD Securities 23rd Annual Portfolio Management & Market Structure Conference

Location: Toronto – Toronto Region Board of Trade

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November 3, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Richmond Hill

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November 7, 2022 – IIAC – ESG & Transition Bonds Conference

Time: 8:00 am – 4:30 pm

Location: Toronto Board of Trade

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November 8-9, 2022 – ICI – 2022 Tech Summit

Location: Dallas, Texas

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November 9, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Calgary

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November 10, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Vancouver

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November 10, 2022 – Wealth Professional – Rising Star Summit

Location: Toronto – Westin Harbour Castle

More Information TBD

November 16, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Ottawa

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November 16, 2022 – PMAC 2022 National Conference

Time: 8:00 am – 6:00 pm

Location: Toronto – Royal York Hotel

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November 17, 2022 – TSX ETF Exchange 2022, a Lunch and Learn series for Investment Advisors and Portfolio Managers

Location: Montreal

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November 24, 2022 – Canadian RegTech Awards Ceremony

Time: 5:00 pm – 8:00 pm

Location: Toronto – 100 Adelaide St West – 40th Floor

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November 24, 2022 – Canadian Newcomers Financial Summit

Location: Toronto – TBD

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November 24, 2022 – IIAC Catch Up with the Force of WealthTech Conference

Time: 7:30 – 12:30

Location: Toronto – Vantage Venues

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November 25, 2022 – CIFPs – ESG Conference

Location: Marriott Downtown – TO

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November 25, 2022 – Radius ESG Toronto

Location: Toronto – Marriott Hotel

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November 30 – December 1 – 4th Annual ETFGI Canada

Time: 9:30 am – 5:00 pm

Location: Toronto – BLG / Virtual

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January 16, 2023- CFA ESG Bootcamp – Session One

Time: 9am-12pm

Location: Toronto

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January 16- 23, 2023- CFA Society Toronto – ESG Bootcamp

Time: 9am-12pm

Location: Toronto

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January 18, 2023- CFA ESG Bootcamp – Session Two

Time: 9am- 12pm

Location: Toronto

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January 19, 2023- FSRA Exchange

Time: 8:30-1:45

Location: Toronto – Sheraton Hotel & VIRTUAL

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January 23, 2023- CFA ESG Bootcamp – Session Three

Time: 9am- 12pm

Location: Toronto

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January 31, 2023- CFA Society 2023 Annual Equity Symposium

Time: 12:30pm- 5pm

Location: Toronto – TMX Market Centre

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February 5-8, 2023- Exchange – An ETF Experience

Location: Miami Beach, Florida

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February 16, 2023- IIAC – Sustainability in Finance – ESG’s Role in Capital Markets

Time: 8am- 4:30pm

Location: Toronto- Board of Trade

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February 21-23, 2023- Benefits Canada – DC Plan Summit

Location: Montebello, Quebec

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March 2, 2023- CSTA – Annual Winter Vendor Fair

Time: 3:30- 8:00

Location: Toronto – TMX Market Centre

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March 19- 22, 2023- ICI Investment Management Conference

Location: Palm Springs, CA

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April 12- 14, 2023- Benefits Canada – Global Investment Conference

Location: Whistler, BC – Fairmont

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April 17- 19, 2023- Annual Conference on Financial Education

Location: San Juan, Puerto Rico

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April 20, 2023- WP Advisor Connect – ETF Panel

Location: Virtual

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April 25- 27, 2023- Morningstar Investment Conference

Location: Chicago

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April 27, 2023- OSC Dialogue

Location: Toronto- MTCC

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April 30- May 3, 2023- The Exceptional Advisor Conference

Location: San Diego

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May 11, 2023- TSX – Lunch & Learn Series

Time: 11:30am- 1:30pm

Location: Montreal

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May 16, 2023- TSX – Lunch & Learn Series

Time: 11:30am- 1:30pm

Location: Calgary

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May 17, 2023- TSX – Lunch & Learn Series

Time: 11:30am- 1:30pm

Location: Vancouver

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May 21- 24, 2023- Inside ETF – Wealth Management EDGE

Location: Hollywood, Florida

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May 24- 25, 2023- ICI Leadership Summit

Location: Washington, DC

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May 25, 2023- Spring 2023 ETP Forum

Time: 8:00am- 6:00pm

Location: New York – NY Athletic Club

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May 31, 2023- TSX – Lunch & Learn Series

Time: 11:30am- 1:30pm

Location: Toronto

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June 1, 2023- Wealth Professional Awards

Time: 6:00pm- 11:00pm

Location: Toronto, ON- Liberty Grand

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June 5, 2023- IIAC Compliance & Legal Conference

Time: 9:00- 4:00

Location: Toronto- Delta Hotel

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June 6-7, 2023- RIA Annual Conference

Location: Toronto, ON

June 7, 2023- PMAC Regulatory & Compliance Forum

Time: 8:00am- 6:00pm

Location: Toronto- Board of Trade

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June 11- 14, 2023- CIFPs National Conference

Location: Ottawa, ON– Weston Hotel

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June 20, 2023- The IIAC Investment Management Summit

Time: 8:00-5:00

Location: Toronto- Park Hyatt

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June 22, 2023- The ETF Express Awards

Time: 6:00pm- 9:00pm

Location: Toronto – Toronto Board Of Trade – Queens Quay

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July 27, 2023- Financial Summit for Newcomer Advisors

Time: 1:00pm- 6:00pm

Location: Toronto – RBC Waterpark Place

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August 17- 20, 2023- Annual CSTA Conference

Time: 3:00- 11:00

Location: Kananaskis, Alberta

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September 8-9, 2023- The MoneyShow Toronto

Location: Toronto

September 12-13, 2023- RIA – ESG Product Knowledge for Retail Advisors

Time:

September 12: 1:30pm – 4:30pm

September 13: 11:00am – 4:00pm

Location: Virtual

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September 13, 2023- The Summit for Asset Management (TSAM)

Location: Toronto- TBD

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September 21, 2023- 2023 CFA Annual Wealth Conference

Time: 8:30am- 5:30pm

Location: Toronto – Vantage Venues

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September 26- 27, 2023- Advanced Research in Financial Planning

Location: Phoenix, AZ

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September 29, 2023- Benefits Canada – Investment Forum

Time: 7:30am- 5:00pm

Location: Toronto – Ritz-Carlton Hotel

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October 2, 2023- CIFPs – Retirement Canada Dialogue

Location: Toronto- Marriott Downtown

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October 3-4, 2023- Designed Wealth Mgmt: Redefining Wealth Mgmt

Location: Toronto

October 4 & 5, 2023- 4th Annual ETFGI ETFs Insights Summit – USA

Location: New York & Virtual

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October 11- 13, 2023- Security Traders Assn – 90th Annual Market Structure Conference: The Next Era

Location: Washington- JW Marriott

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October 12, 2023- WP ESG Summit Canada

Time: 8:15am- 4:00pm

Location: Toronto – Delta Hotel

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October 17, 2023- Investment Executive ETF Roundtable: ETF investing in a high-rate environment

Time: 1:00pm- 2:00pm

Location: Virtual

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October 18-19, 2023- Responsible Investor – RI Canada 2023

Location: Toronto- Chelsea Hotel

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October 25- 26, 2023- 10th Anniversary ETF Conference – ETF Insights & CREDO

Time:

October 25- 2:00pm- 5:00pm

October 26- 10:00am- 1:00pm & 2:00pm- 5:00pm

Location: Virtual and multiple cities

November 12 – 14, 2023- Knowledge Bureau – Distinguished Advisor Conference

Location: Banff – Fairmont Banff Springs

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November 14, 2023- PMAC National Conference

Time: 8:00am- 6:00pm

Location: Toronto- Fairmont Royal York

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November 29 & 30, 2023- 5th Annual ETFGI ETFs Insights Summit

Location: Toronto & Virtual

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December 5, 2023- WP – Women in Wealth Management Summit

Location: Toronto- The Carlu

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April 28- May 1, 2024- 22nd Annual CIFPs National Conference

Location: St John’s, NFLD – Delta Hotel

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Webinars

November 1, 2022 – Morningstar & WP – KYC Regulation: Uncovering Actionable Insights to Better Serve Your Clients

Location: Virtual

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November 3, 2022 – Benefits & Pensions Monitor – Pension Investment Trends

Location: Virtual

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November 14 – 17, 2022 – FPAC 2022 Canadian Advisor Tech Expo

Location: Virtual

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November 22 – 24 , 2022 – Financial Planning Week Conference

Time: 12:00 pm – 5:00 pm

Location: Virtual

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November 23, 2022 – RIA Fall Forum

Time: 10:30 am – 4:00 pm

Location: Virtual

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November 30 – December 1, 2022 – The World of ETF Investing Canada Virtual Expo (MoneyShow)

Location: Virtual

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December 6, 2022 – WP – Women in Wealth Management

Time: 9:30 am – 4:15 pm

Location: Virtual

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February 23, 2023- RIA – Investment Stewardship

Time: 1:00pm- 2:30pm

Location: Virtual

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April 12, 2023- CETFA Webinar: ETF Basics – Liquidity, Price vs NAV, Consolidated Data Feeds and Other Valuable Data Points

Time: 12:00pm- 1:00pm

Location: Virtual

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May 11, 2023- FTSE Russell – Canadian Fixed Income Webinar

Time: 10:00am- 11:00am

Location: Virtual

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May 16- 18, 2023- The MoneyShow Canada Virtual Expo

Location: Virtual

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June 1- Benefits & Pension Summit

Location: Virtual

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September 14, 2023- OSC Roundtable: Strengthening Diversity in Our Capital Markets

Time: 9:00am- 11:30am

Location: Virtual

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October 4 & 5, 2023- 4th Annual ETFGI ETFs Insights Summit – USA

Location: New York & Virtual

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October 17, 2023- Investment Executive ETF Roundtable

Time: 12:30pm- 2:00pm

Location: Virtual

October 25- 26, 2023- 10th Anniversary ETF Conference – ETF Insights & CREDO

Time:

October 25- 2:00pm- 5:00pm

October 26- 10:00am- 1:00pm & 2:00pm- 5:00pm

Location: Virtual and multiple cities

November 28- 30, 2023- The World of ETF Investing Canada Virtual Expo

Location: Virtual

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November 29 & 30, 2023- 5th Annual ETFGI ETFs Insights Summit

Location: Toronto & Virtual

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Events

Don’t miss out on this lineup of insightful and engaging events, conferences, and webinars.

CETFA Events

Industry Events

Webinars

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