25th Annual

    WAIS Canada 2026 - Toronto - October 19th

    Toronto

    October 19, 2026
    The Westin Harbour Castle
    Harbour Ballroom, Convention Level

    About WAIS Canada 2026 - 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.

    Toronto, ON

    The Westin Harbour Castle
    Harbour Ballroom
    1 Harbour Square, Toronto, ON M5J 1A6

    When

    Monday
    October 19, 2026

    Agenda

    Monday, October 19, 2026 - Toronto

    Breakfast & Registration

    Sponsored by

    TD Asset Management

    Opening Remarks

    Justin Warren

    President - Radius Financial Education

    Moderators Remarks

    Pat Bolland

    Head of Advisor Recruitment - Justwealth Financial

    Powering the Economy of the Future: Investing in Private Infrastructure

    Carl Elia

    Vice President & Director, Global Infrastructure Investments - TD Asset Management Inc.

    Holistic Tax & Estate Planning

    Dale Barrett

    Partner - VIP Family Office

    Networking Break

    Sponsored by

    Maximizer

    Using AI to Create Better Investment Conversations

    Meena Sandhu

    VP Marketing & Revenue Operations - Maximizer

    Sponsor Insights: Product and Service Introductions

    TBA

    Lunch

    Sponsored by

    Focal AI

    The Ins and Outs of Investing in Gold

    Reid Baker

    CEO - ForAll Investment Research

    Secure Your Clients' Savings with GICs: A Comprehensive Guide to Fixed Income Investments

    TBA

    Home Trust

    Networking Break

    Sponsored by

    VIP Family Office

    Liquid Alternative ETFs in the CRM3 Era

    Linda Ma

    Director of ETF Research - National Bank

    How Top Advisors Are Saving 15 Hours Per Week with AI

    John L. Connell

    Founder - Focal AI

    Closing Remarks

    Pat Bolland

    Head of Advisor Recruitment - Justwealth Financial

    2025 Sponsors

    If your organization would like to sponsor the WAIS Canada 2026 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

    The Westin Harbour Castle

    Harbour Ballroom - Convention Level

    1 Harbour Square, Toronto, ON M5J 1A6


    Escape to this Toronto waterfront hotel, offering the perfect balance of premium amenities and a prime location. This downtown Toronto hotel is in the heart of the revitalized waterfront district, The Westin Harbour Castle offers direct access to many of Toronto's most noteworthy sites and attractions, including Rogers Centre, Scotiabank Arena, CN Tower and Exhibition Place.

    Register

    Complimentary Passes available for Financial Advisors/Planners until September 28th.

    Financial Advisor or
    Financial Planner
    $0
    • $0 until September 28, 2026
    • Regular price $199+HST
    Register Now!
    Non-Advisor

    $999+HST
    • $999+HST until October 20, 2025
    • Regular price $1,599+HST
    Register Now!
    Radius Financial Education

    Radius Financial Education (Radius), a division of CHW Inc., has been producing high level conferences within the financial services sector in Canada since 2002. As Canada’s leading producer of conferences within the financial sector, Radius events focus completely on education and networking through an exchange of unbiased ideas and information, allowing our delegates to be leaders in their chosen fields. Our top-down approach to the agenda enables us to deliver timely, thought-provoking, cutting edge, and sometimes controversial insight in a stimulating manner. We understand the importance of learning from the best. Each conference offers a well balanced speaker composition consisting of insight from authors, educators, economists, regulatory bodies and industry leaders from around the globe.

    Useful Links

    Contact Us

    Radius Financial Education
    20 Bay Street, Suite 1100
    Toronto, ON M5J 2N8
    Canada
    Phone: +1 416 306 0151
    Email: info@radiusfinancialeducation.com
    Web: www.radiusfinancialeducation.com

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