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Rotman-Canadian Securities Institute Innovating Your Wealth Management Practice

Cultivate trust, improve efficiency and preserve legacies.

Charged with helping their clients weather frequent financial upheavals, wealth advisors are constantly challenged by evolving technologies and the push to exceed client expectations. The Rotman-Canadian Securities Institute Innovating Your Wealth Management Practice program, co-designed with Moody’s Analytics, offers a mix of academic insight based on the latest research and practical experience. This program takes place at the White Oaks Resort and Spa and your program fee includes all program materials, accommodations, and meals. 

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Over four days of rigorous learning, you’ll gain a comprehensive, integrated, and strategic approach to wealth management. The core curriculum includes:

  • Client specialization and focus
  • Human and family dynamics
  • Wealth management strategies
  • Legacy planning and
  • Growth.

What you'll learn 


At the end of the four days, you will be able to offer a new value proposition and build strong, intergenerational, multi advisory relationships with new and existing clients. Our expert faculty will guide and support you throughout the program, along with industry experts and other like-minded leaders within the financial services industry.


Walid Hejazi, Featured Faculty

Professor, International Business, Rotman School of Management and Academic Director, Executive Programs

Walid Hejazi (PhD, University of Toronto, Canada) is a Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, Fellow of the Michael Lee-Chin Family Institute for Corporate Citizenship, and member of the Board of Directors of the David & Sharon Johnston Centre for Corporate Governance Innovation. His research focuses on the development of strategies which enhance the ability of companies to compete in domestic and global marketplaces. He has worked closely with many companies to develop and implement innovative strategies, with a particular focus on the role of leaders in preparing those companies to lead strategic change. He has taught in over 30 countries, and is a frequent commentator in the media. 



Application Process

Payment and Fee Reduction


This program can count towards earning your Excellence in Executive Leadership certificate. Join an elite circle of leaders building their own path to professional development and receive official recognition from the University of Toronto Rotman School of Management.


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Contact Associate Director Sharon Doopan if you have any questions:

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Learn about financial assistance

Dates and fees

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October 11-15, 2023

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In person, residential
 White Oakes Resort and Spa 
 Niagara-on-the-Lake, ON

Your program fee includes your accommodations at White Oakes Resort and Spa, all meals, and all program materials.This program requires that you stay on-site at the luxurious White Oakes to maximize out-of-class learning and networking.  

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Participant profile:
Wealth advisors, managers and financial consultants who provide services to high-net-worth clients 

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$6,500 CAD + HST

Program fees include accommodations, meals and program materials at the White Oaks Resort and Spa.