26 Sep Official launch of the 2017 Assistants Conference in Toronto on December 5th, and in Montreal on December 7th
Montreal (Quebec), September 26, 2017 — Croesus announces the official launch of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event will take place at the Toronto Board of Trade on December 5, 2017, and then in Montreal, at the Sofitel Le carré doré hotel on December 7, 2017.
This year, participants will have the opportunity to attend presentations given by seasoned speakers on client experience-related subjects. The conference will focus on concrete ways to solidify client relationships while honing one’s technical skills. The conference will also offer to expand the regulatory knowledge base of the assistants. Moreover, participants will be able to network with peers and meet sponsors.
We are confident that this conference will once again be very rewarding. It is an event not to be missed! For more information, please visit assistantsconference.com.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use Croesus solutions to manage over $900 billion in assets. With its 180 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a “PME en lumière 2016” winner and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, Canada’s Top Employers for Young People, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located in Montreal, Toronto and San Diego.
Vice-President, Business Development and Strategic Partnerships