Recorded on October 29, 2025

AIMA Canada’s Wealth Advisor Summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.

• How advisors can implement private market products in portfolio construction
• How to choose between strategies and fund structures
• Educating on benefits and risks: communicating with clients
• Reviewing fees, liquidity, leverage and more
• Outlook for private markets based on institutional trends

Speakers:

• Alison Marsh, Wealth Advisor, Scotia Wealth Management
• Noah Shipman, Partner, Vistara Growth
• Jared Kalish, CEO, FirePower Asset Management, FirePower Capital

• Drew Ramsey, Partner, CELERNUS Investment Partners

Moderator:

• Nimar Bangash, Co-Founder & CEO, Obsiido