Info@nai500.com 1 (604) 488 8878 Time: Mon - Fri: 9:00am - 5:00pm
As the North American markets enter a period of intense volatility—fueled by the lingering effects of Trump-era tariffs, a dramatic tech sector cooldown, and escalating political uncertainty—investors are under pressure to make smarter and more informed decisions. Relying on a SINGLE strategy is no longer enough. Diversification, insight, and access to expert perspectives are essential.
That’s exactly what the Annual Wealth Conference 2025 in Vancouver is all about. This in-person event will bring together 400+ investors, industry professionals, and 30+ companies under one roof. It’s shaping up to be one of the largest wealth conferences in the region—an exciting space to share ideas, discover new opportunities, and connect directly with leaders in the financial world.
What makes this conference special is the wide range of sectors we’re covering each playing a key role in helping investors build a strong, future-ready portfolio:
Capital Markets, ETFs, Financial Services, Private Equity, REITs, and Real Estate Investment (REI).
These sectors were chosen because they offer balance, potential, and perspective. Whether you’re interested in stable, income-generating assets or you’re curious about the next wave of oppotunities, this is your chance to hear from the experts, compare strategies, and ask questions—all in one place.
After years of Zoom calls and digital events, there’s no substitute for real conversations. Meeting people face-to-face creates stronger connections and more valuable discussions. Whether you’re looking to network, pitch, partner, or simply learn, this is where real opportunities start.
The Annual Wealth Conference 2025 offers more than just answers—it offers clarity, strategy, and access. Don’t miss your opportunity to be part of one of the most dynamic wealth events in Western Canada.
Individual investors, private client brokers, financial institutions, buy & sell-side analysts, and journalists.
Global equity markets saw over $18 trillion in value wiped out in 2022—volatility is the new normal.
ETFs reached $10.3 trillion AUM globally by end of 2023, showing continued growth in down markets.
North America’s financial services industry generated over $4 trillion in annual revenue, powering from banking to wealth management.
Global private equity dry powder hit $2.59 trillion in 2023—investors are still hungry for high-return, long-term plays.
REITs provided an average 3-5% dividend yield and are often used for steady income and inflation hedging.
Global real estate remains a $326 trillion asset class, larger than stocks and bonds combined. High-quality properties are becoming more fairly priced.
Brendon Ogmundson is the Chief Economist for the BC Real Estate Association. He holds an MA in Economics from Simon Fraser University and is a CFA Charterholder. Brendon specializes in housing market analysis and macroeconomic forecasting and is a member of the BC Ministry of Finance’s Economic Forecast Council, and a contributor to the Philadelphia Federal Reserve’s Survey of Professional Forecasters.
Kevin Chen is currently Chief Economist and CIO of Horizon Financial. Board member of CurrenC Group, Australian Oilseeds Investments, Scage Future, Capitan Investment Ltd.. Former board member of Infint Acquisition Corporation. Adjunct Associate Professor, New York University. A guest speaker at Harvard University, Fordham University, Pace University, and IESE Business School. Former member of the Adjunct Advisory Committee and former Interim Head of the Private Sector Concentration program of Ms. Global Affairs, New York University.
Gilbert has over 25 years of experience in the investor relations industry with a focus on natural resources. In addition, Gilbert has established a broad network of business relationships within the financial and investment communities in both North America and China. Gilbert's expertise and experience has led to a strong following in the Chinese speaking investor community in Canada.
President & CEO - 1911 Gold Corp
Regional Vice President - Capital Direct I Income Trust
Vice President, Regional Manager - NBF
CEO - Sio Silica
President & CEO - Camino Minerals
President & CEO - Silver North
Head of Communications - Eminent Gold
President - Prismo Metals
CEO - Aytu Biopharma Inc.
CEO - Clifton Blake
President & CEO - HydroGraph Clean Power
Associate Vice-President, Private Capital - Equiton
VP Geological Services - Southern Silver
President & CEO - Banyan Gold
TCBMS is a non-profit organization composed of industry leaders from the University of British Columbia (UBC), as well as professionals in architectural design, development management, and building materials sectors.
Verification: conducted through the inviter’s information provided in the registration form and confirmed at onsite check-in.
To participate, please contact info@nai500.com, with the following information:
Your full name, phone number, and email address, as well as the contact details of the individuals you are inviting.
Shaun Heinrichs | President and CEO
KC Daya | CEO
Tara Christie, M.Sc., P.Eng | President & CEO
Josh Disbrow | CEO
Brendon Ogmundson | Chief Economist
Jay Chmelauskas | President & CEO
Feisal Somji, B.Sc., MBA | CEO
Kjirstin Breure | President & CEO
Lauren Cheng | Associate Vice-President, Private Capital Markets
Kevin Chen | Chief Economist and CIO of Horizon Financial
Michael Bebek | Head of Communications
Benjamin West | Vice President, Regional Manager
Robert W.J. Macdonald, MSC, PGeo | VP Geological Services
Jason Weber, P.Geo | President & CEO
Gordon Aldcorn | President
Bradley Rourke | CEO
Gilbert Chan | President
Capital Direct I Income Trust
Aaron Narayan | Regional Vice President
Equiton Inc.
Lauren Cheng | Associate Vice-President, Private Capital Markets
旗舰投资俱乐部
Allen Zhang
Guaranti Group
Dr. Vicky Rong