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Sheraton Centre Toronto Hotel

123 Queen Street West

Toronto, ON M5H 2M9

Canada

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Please note that this event is invite-only. If you have not been personally invited by Univeris, please request an invitation by contacting marketing@univeris.com.

Join us for a full day of engaging presentations and discussions about Client Best Interest, what it means for your business and how you can prepare for the upcoming client focused reforms.

Keynote Presentation from Bestselling Author and Litigator, Ellen Bessner

Ellen Bessner is one of the industry’s leading experts on risk and compliance. You won't want to miss her keynote address and Q&A!

Bessner’s bestselling book, Advisor at Risk: a roadmap to protecting your business, and the sequel, Communication Risk: how to bridge the client-advisor gap to protect and grow your business, are leading risk management tools for professionals in the financial services industry.

Networking Lunch, Afternoon Sessions and Cocktail Reception

After our buffet-style networking lunch, you're invited to participate in the afternoon breakout sessions, which include Compliance, Operations, Technology and Advisor tracks. We'll round out the day with an outdoor cocktail reception at the beautiful waterfall gardens.

RSVP Today!

Click on "Register" to RSVP to this event. The deadline to RSVP is July 31st, 2019.

Book Accommodations

If you require accommodation, contact the Sheraton toll-free at 1-888-627-7175. Let the booking agent know that you are part of the Univeris Summit. You can also use this dedicated reservation link to book online. Rooms are available on a first-come, first-served basis.

Guests will be required to provide a credit card at time of booking to secure the reservation; a valid card will need to be provided at check-in to settle the charges of the stay. Cancellation without penalty is received more than 48 hours prior to day of arrival; cancellations received within 48 hours of arrival will be charged 1-night room and tax.

Special Requests

If you have questions, accessibility requirements or dietary restrictions, please email marketing@univeris.com and we will be happy to assist you.


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Date and Time

Location

Sheraton Centre Toronto Hotel

123 Queen Street West

Toronto, ON M5H 2M9

Canada

View Map

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