24th Annual

WAIS Canada 2025 - Toronto - October 27th

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

Business Media Guru

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

Julian Class

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.

Keynote Presentation

TD Asset Management Inc.

Data Driven Investing

Reid Baker

Principal Data Consultant - ForAll Investment Research Inc.

Closing Remarks

Pat Bolland

Business Media Guru

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

Non-Advisor

$999+HST

  • $999+HST until October 20, 2025
  • Regular price $1,599+HST