AIMA Canada Wealth Advisor Summit 2021

Published: 10 November 2021

2022 Investment Outlook: Preparing your Portfolios with Alternative Funds


Sponsored by:

TD Securities

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Join us for an investment outlook, followed by an insightful discussion between leading liquid alternative fund managers and wealth advisors, as we examine:


  • What to know if you’re an Investment Advisor without any experience in alternative funds.
  • Experiences from Investment Advisors in portfolio construction, client suitability and tactical use-cases for liquid alts.
  • The benefit of liquid alternatives in a challenging, uncertain economic and investment climate.
  • Alternative credit as a bond replacement and alternative equities as an equity replacement.

         ○ How to optimally use alternative strategies for retail investors.



•    Open to Investment Advisors, Investors & AIMA Members.


IIROC CE Credits:

•    Attendees to receive IIROC CE credits, following an approved submission for content eligibility.



  • AIMA Introduction by Rob Binnington, Director, Canada, AIMA (1-2 minutes)
  • Overview on the general investment outlook (5-10 minutes)
  • Speaker panel discussion (45 minutes)


Investment Outlook 2022

  • Overview provided by Andrew Kelvin, Chief Canada Strategist, TD Securities



  • Jason Mann, CIO and Co-Founder, EHP Funds
  • Brian D'Costa, Founding Partner & President, Algonquin Capital
  • David Obadia, Senior Wealth Advisor, Portfolio Manager, CIBC Wood Gundy
  • Annika Becker, Investment Advisor, Sightline Wealth Management



  • Peter Boffo, Managing Director, TD Securities ​