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

Wealth Summit 2026

October 5-7, 2026
Ottawa, ON

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

Past events

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

Customer Experience for Financial Services Summit

September 18-19, 2025
Toronto, ON

IPC Wealth Summit

September 16-18, 2025
Vancouver, BC

iA Private Wealth Advisor Summit

September 16-17, 2025
Ottawa, ON

iA 2025 Portfolio Manager Meeting

September 15, 2025
Ottawa, ON

OpenWealth Event 2025

September 11, 2025
Zurich, Switzerland

Future Proof Festival

September 7-10, 2025
Huntington Beach, USA

Wealth Professional Awards

June 5, 2025
Toronto, ON

Toronto Regulatory and Compliance Forum

May 29, 2025
Toronto, ON

Vancouver Regulatory and Compliance Forum

May 15, 2025
Vancouver, BC

Inspire & Innovate Support Summit

May 7-8, 2025
Toronto, ON

Point Zero Forum

May 5-7, 2025
Zurich, Switzerland

Ventum National Conference

April 3-5, 2025
Vancouver, BC

FINANZ ’25

April 2-3, 2025
Zurich, Switzerland

Sphere: EAM Digital Week

March 27, 2025
Zurich, Switzerland

Sphere: EAM Digital Week

March 25, 2025
Geneva, Switzerland

WealthBriefing Swiss Awards 2025

February 6, 2025
Geneva, Switzerland

Davos Innovation Week

January 21, 2025
Davos, Switzerland