The Assistants Conference 2018, an in-depth look at change management

The Assistants Conference 2018, an in-depth look at change management

Montréal, Québec, September 5, 2018 – For the third year running, the Assistants Conference will take place in Montréal and Toronto and for the very first time, in Vancouver. Designed exclusively for assistants from the wealth management industry, the event will take place on November 27, 2018, at the Pan Pacific Vancouver, on December 5, 2018, at the Toronto Board of Trade and on December 7, 2018, at the Westin Montréal.

The 2018 edition of the Assistants Conference will focus on change management and on the shifting reality of the financial services world. New types of clients, technology, strengthened regulatory requirements, and investment trends will no longer be abstract concepts. In addition to providing networking opportunities with peers from the industry, the conference will also allow assistants to receive IIROC CE accreditation.

This year, the conference will have the pleasure to welcome as its keynote speaker, Kim Thúy, author of the literary success and best-seller Ru. With her exuberant personality, refined culture, overflowing enthusiasm and unbridled humour, Kim will undoubtedly amaze and inspire with her stories. Since her childhood, her life has been marked by twists of fate, and her failures have always been transformed into successes. Discover her secret in the city of your choice!

Register today to benefit from our early bird pricing, valid until October 31, 2018. Preferential rates are also offered for groups. For more information about the Assistants Conference, visit:

About Croesus
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $1 trillion in client 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, a Gold Standard winner under Canada’s Best Managed Companies program, and is recognized as a Remarkable Employer —Ethnocultural Diversity, one of Canada’s Top Small & Medium Employers, Canada’s Top Employers for Young People, and the top 300 most important companies in Quebec. Croesus’s offices are located in Montréal, Toronto, and San Diego.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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