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Request a demo
Solutions
Products
Croesus Advisor
Portfolio Management
Croesus Central
Portfolio rebalancing
Croesus Vidia
Client engagement
Croesus APIs
Inter-system connection
All Solutions
Technologies
Trust Center
Partners
Services
Professional services
Training
News
All news
Press room
In the media
Blog
All blogs
Industry insights
Croesus meets
Events
Conferences
Webinars
About Us
Our identity
About Croesus
Management
Careers
Our commitment
History
Awards and recognition
Contact us
Our expertise
Innovation
Croesus Lab
Careers
Request a demo
Events
Meet Croesus professionals
Croesus has presence at all the major industry events; our experts share their knowledge to help you simplify and humanize the way you handle wealth management.
Upcoming
events
PMAC National Conference
November 24, 2026
Toronto, ON
Harbourfront AGM +
November 12-13, 2026
Winnipeg, MB
Wealth Summit 2026
October 5-7, 2026
Ottawa, ON
Past
events
PMAC Montréal Regulatory and Compliance Forum
September 29, 2026
Montréal, QC
IAFP Symposium
September 23-26, 2026
Winnipeg, MB
Future Proof Festival
September 14-17, 2026
Huntington Beach, USA
iA Private Wealth Advisor Summit
September 15-16, 2026
Calgary, AB
Canada Fintech Forum
September 14-15, 2026
Montréal, QC
PMAC Toronto Compliance Forum
June 11, 2026
Toronto, ON
WP Awards 2026
June 4, 2026
Toronto, ON
Revolutionizing the client journey with video-first communication (Webinar)
May 28, 2026
Webinar
Canadian Finance Summit
May 28, 2026
Toronto, ON
NBIN VISION/26
May 21, 2026
Toronto, ON
Colloque québécois sur l’investissement de l’AMVI
May 13, 2026
Montréal, QC
Annual Private Wealth Canada West Forum
April 29, 2026
Vancouver, BC
Beyond Benchmarks: Transforming PMS Data into Goal-Centric Client Conversations (Webinar)
March 26, 2026
Webinar
CAASA – Wealth Managers’ Forum 2026
March 24, 2026
Toronto, ON
Annual Private Wealth Switzerland Forum
December 10, 2025
Zurich, Switzerland
10th Annual Private Banking Conference and Awards Switzerland
December 3, 2025
Zurich, Switzerland
PMAC National Conference
November 20, 2025
Toronto, ON
Lugano Finance Forum
November 18, 2025
Lugano, Switzerland
Digital Finance Day 2025
October 29, 2025
Zurich, Switzerland
National Business Conference (NBC) Connections 2025
October 27-29, 2025
Vancouver, BC
BankersCom
October 22-23, 2025
Zurich, Switzerland
AGM+ 2025
October 7-8, 2025
Toronto, ON
Annual IAFP Symposium
September 24-27, 2025
Vancouver, BC
Montreal Regulatory and Compliance Forum
September 25, 2025
Montréal, QC
Asset Allocation Insights
September 25, 2025
Geneva, Switzerland
ALL IN
September 24-25, 2025
Montréal, QC
CV Summit
September 23-24, 2025
Zurich, Switzerland
Canada Fintech Forum
September 22-23, 2025
Montréal, QC
