CEO Summit

You have been hand selected to join an exclusive group of CEOs and founders. Complete your registration below to confirm your attendance.

First Name *

Last Name *

Email Address *

Phone Number

Have you attended our CEO Summit before?

A little more about you

Number of Clients *

Level of Interest in Pursuing an Independent Model for Your Practice *

Primary Areas of Interest to Support Your Practice *

Product shelf Back office operations Technology Support for growth Other

If other, please specify

Primary Objectives for Attending *

Network & make new contacts Develop a deeper understanding of independent wealth management in Canada Discover new technology solutions Enhance thinking as a business owner Learn about capital solutions

Do you use Purpose Investment Solutions today? *

Professional Details

Company / Organization *

Job Title

City

Preferences

Dietary Requirements

Do you have any mobility requirements? *

Notes or Questions

What do you hope to take away from this experience?

Dinner Event

Will you be joining us for dinner at AERA Restaurant? *

September 22, 2026 · 5:30 PM · AERA, 38th Floor

Accommodation

Did you book accommodation at 1 King West?

This information is used solely to help our team personalize your stay and experience.

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Registration received.

Your registration has been received. You will receive a confirmation from our team within 48 hours.