MoneySense event: Invest for Success 2016

Ready to Invest for Success?

Get insight from our investment experts and learn how to build a smarter portfolio. Register now!


Invest for Success Logo

Join leading market experts, including top strategists from Wall Street and Bay Street, for a must-attend event that’ll deliver practical investment advice. At Invest for Success, you’ll learn how to decipher today’s markets and determine which risks and opportunities should be driving your investment decisions. Have questions? Our MoneySense gurus will answer them during a live audience Q&A. Walk away with everything you need to know about building a smarter portfolio.

Saturday, May 7th, 2016

The Fairmont Royal York
100 Front St. West.
Toronto, Ont.
8:00 a.m. – 1:00 p.m.

General admission: $49 plus HST

Special offer for new subscribers! Attend the event and get a 1-year MoneySense subscription ($74.00 total value): $59 plus HST


Featured Speakers


Kurt Reiman_BW

Kurt Reiman

Chief Investment Strategist for Canada, BlackRock

Tom Bradley_BW

Tom Bradley

Founder and President of Steadyhand Investment Funds

David Thomas Headshot_BW_circ_headroom copy

David Thomas

Editor-in-Chief, MoneySense 


Norm Rothery

Founder of The Stingy Investor and MoneySense value investing columnist

Dan Bortolotti

Dan Bortolotti

Financial Planner, MoneySense index investing columnist and founder of the Canadian Couch Potato blog

Invest for Success - Rona Birenbaum_196

Rona Birenbaum

MoneySense Approved Financial Planner at Caring for Clients 

Stephen Lingard_BW

Stephen Lingard

Senior Vice President, portfolio manager, Franklin Templeton Solutions



8:00 a.m. – 1:00 p.m.: Imperial Room at the Royal York Hotel, 100 Front Street West, Toronto

8:00: Breakfast

8:45-8:50: Opening Remarks – Ian Portsmouth, Publisher of MoneySense

8:50-9:45: Session One. The Big Picture: Macro Trends. Join us for presentations from three market expert panelists to hear where markets are headed next. The sessions will be followed by a panel discussion with MoneySense Editor-in-Chief David Thomas

Kurt Reiman, Chief Investment Strategist at BlackRock Canada 

There are a lot of risks and threats lurking in global markets. Find out which ones investors need to pay attention to. Learn how to mitigate those risks with three actionable strategies (one of which is to look beyond our own borders)

Stephen Lingard, SVP and portfolio manager, Franklin Templeton Solutions

Why investors need to watch the mighty greenback. You can profit by paying close attention to the U.S. dollar and its influence across asset classes and different regions

Tom Bradley, President and co-founder of Steadyhands Investment Funds

Find out why rock-bottom interest rates have presented a real challenge to portfolio strategy for investors or any size. How much fixed income do you do need, where do you look for yield

9:45-10:30: Session One panelists join MoneySense editor in discussion, with questions from the audience

10:30 – 10:55: Break — Refreshments provided

10:55-11:45: Session Two. Investing Insights from MoneySense Experts

We invited two contributing editors and one regular Family Finance column expert to share insights for average investors. This panel will be moderated by MoneySense editor Julie Cazzin

Dan Bortolotti, investment advisor with PWL Capital

Dan is the contributing editor at MoneySense and author of the Canadian Couch Potato blog and is a big fan of the low cost and simplicity of portfolios built on a relatively small number of exchange-traded funds (ETFs)

Norm Rothery, stock-picker and contributing editor at MoneySense, as well as author of The Stingy Investor blog.

Norm spends a lot of time screening stocks for both value and growth. When he works up major stories that create winners in both categories, we call them All-Stars

Rona Birenbaum, a financial planner with Caring for Clients

Rona has worked with MoneySense in helping readers solve their money challenges and get their financial plans in order by looking at their whole picture.

11:45-12:30: Session Two panelists in discussion, with questions from the audience

12:30 p.m.: Closing Comments


Platinum Sponsor

Platinum Sponsor