24th Annual
Toronto
October 27, 2025
Delta Hotels Toronto
Soco Ballroom
About WAIS Canada 2025 - Toronto
Hosted by Radius Financial Education (Radius), Canada's leading producer of educational and professional development conferences for the financial services industry for over 20 years, WAIS Canada is Canada’s premier alternative investment event when it comes to the scope, depth and breadth of its attendees, be it hedge fund managers, exempt market product providers and dealers, investors, advisors, financiers, service providers or other industry experts. The quality of WAISC attendees affirms its North American relevance and reputation as the most comprehensive investment forum on the Canadian alternative investment calendar.
Agenda session topics and speakers are carefully crafted to deliver expert analysis and commentary on the latest innovations and trends in alternatives investments sector, both in Canada and globally.
Where
Delta Hotels Toronto
Soco Ballroom
75 Lower Simcoe St, Toronto, ON M5J 3A6
When
Monday
October 27, 2025
Agenda
Monday, October 27, 2025 - Toronto
Breakfast & Registration
Sponsored by
Desjardins Investments
Opening Remarks
Justin Warren
President - Radius Financial Education
Moderators Remarks
Pat Bolland
Head of Advisor Recruitment - Justwealth Financial
Conviction Over Diversification: The Next Era of Active Management
Jordan McNamee
Founder & CIO - Optimist Fund
The End of the “60/40” Portfolio
Zakaria Naimi
Product Specialist - Desjardins Investments
Networking Break
Sponsored by
CMI Financial Group, ForAll Investment Research and Optimist Fund
Rethinking Risk and Return - Smarter Asset Allocation for Long-Term Success
Neil Nisker
Co-Founder, Executive Chairman and CIO - Our Family Office
Sponsor Insights: Product and Service Introductions
CMI Financial Group, ForAll Investment Research and Optimist Fund
Lunch
Sponsored by
CMI Financial Group
The Role of Residential Mortgages within Diversified Portfolios
Moderator: Tom Bennett
Sales & Relationship Manager - CMI Financial Group
Julian Clas
Vice President, Capital Markets and Funds - CMI Financial Group
Dean Brown
Regional VP – Wealth Advisor Solutions - CMI Financial Group
Keynote Presentation
Networking Break
Sponsored by
TD Asset Management Inc.
Infrastructure Investing 101
Carl Elia
Vice President & Director, Global Infrastructure Investments - TD Asset Management Inc.
Tom Wierzbicki
Vice President, Client Portfolio Management - TD Asset Management Inc.
Data Driven Investing
Reid Baker
Principal Data Consultant - ForAll Investment Research Inc.
Closing Remarks
Pat Bolland
Head of Advisor Recruitment - Justwealth Financial
Sponsors
If your organization would like to sponsor the WAIS Canada 2025 in Toronto at the Delta Hotels Toronto, please contact the team at Radius Financial Education at sponsorship@radiusfinancialeducation.com.
Event Venue
Event venue location info and gallery
Delta Hotels Toronto
Soco Ballroom - 3 rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.
Register
Complimentary Passes available for Financial Advisors/Planners until October 20th.
Financial Advisor or
Financial Planner
$0
- $0 until October 20, 2025
- Regular price $199+HST