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SPONSORS
DIAMOND EVENT PARTNER
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Focal AI transforms conversations into revenue. Our AI meeting assistant saves Canadian advisors and planners 10+ hours per week with AI note-taking, CRM + Conquest sync, personalized follow-up emails, meeting prep, and performance coaching. With enterprise-grade security and compliance-first design, Focal AI enables advisors to deepen client relationships and grow AUM without adding headcount. To learn more or request a demo, email sales@meetwithfocal.com or visit meetwithfocal.com and follow Focal AI on LinkedIn.
AWARD PARTNERS
Avenue Living offers an efficient way for investors to add real estate investments to their portfolios. Founded in 2006, the company has grown to over $7 billion in assets under management across Canada and the United States. The firm’s real estate investment funds focus on assets that touch the everyday lives of North Americans — workforce housing, self-storage, and farmland. Avenue Living has strategically built a proprietary platform that supports a customer-centric management model, driving value for its customers, investors, and employees.
CMI Financial Group (CMI) is a fully integrated alternative mortgage lending and investment company, offering end-to-end private mortgage services for mortgage brokers and investors through its four interrelated businesses: CMI Canadian Mortgages Inc., CMI Mortgage Investments, CMI MIC Funds, and CMI Mortgage Servicing. As an award-winning industry leader and one of Canada’s fastest-growing companies, CMI has funded nearly $3 billion in mortgages and manages nearly $1 billion in assets. CMI helps investors achieve competitive fixed-income returns by offering high-quality, real estate-backed mortgage investment solutions tailored to their investment objectives and risk tolerance.
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Centurion Asset Management Inc. is a leading asset management company, offering investors a growing portfolio of private investment products, mortgage financing, multi-residential apartments, and student residences and is one of the largest dedicated private apartment REITs in Canada with $7.8B of assets under management as at November 30, 2025. Centurion continues to expand across Canada with a portfolio of 159 properties, consisting of 135 multi-residential apartments, 16 student communities, and 8 medical offices representing over 23,000 rental units across 45 cities.
We partner with advisors to offer easy access to all types of investment grade real estate through our proven, high-performing investment solutions that provide a variety of benefits including cash flow and capital appreciation.
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. There are about 17,600 CERTIFIED FINANCIAL PLANNER® professionals and about 1,200 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals (as of January 1, 2026), who meet FP Canada’s rigorous professional and ethical standards.
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With a commitment to excellence and innovation, Pier 4 is on a mission to become the go-to choice for advisors seeking investments in the Canadian low and mid rise multi-family industry.
SOCIAL MEDIA SPONSOR
Harvest ETFs is an independent Canadian Investment Fund Manager managing over $10 billion in assets for Canadian Investors. We believe that investors can build and preserve wealth through the long-term ownership of high-quality businesses. This fundamental philosophy is at the core of our investment approach across our range of ETFs.
OFFICIAL JEWELRY PARTNER
OFFICIAL BALLOT ACCOUNTANTS
The Gems By You Custom Bracelet-Making Experience offers a refined and interactive setting ideal for corporate team-building and client engagement. Guests are guided through the process of designing a personalized gemstone bracelet, fostering creativity, collaboration, and meaningful connection.
Whether hosting valued clients or bringing teams together, this elevated hands-on experience provides a distinctive alternative to traditional events—allowing participants to leave with a beautifully crafted piece that serves as a lasting reminder of the occasion.
At PwC Canada, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We’re a tech-forward, people-empowered network with more than 6,500 partners and staff in offices across the country. Across audit and assurance, tax and legal, deals and consulting, we help build, accelerate and sustain momentum.
ASSOCIATE SPONSOR
EXPERIENCE SPONSOR
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Bovine Wine Club is Ontario’s only full licensed private wine club & storage facility. It brings together the sophistication of a modern wine bar with the warmth of a private club to create an experience that is both elevated and inviting. Members can choose between two tiers: one with full lounge access and member privileges, and another that includes secure, personalized wine storage. The elegant lounge features a full-service bar and a curated menu from Blue Bovine Steak + Sushi House, open daily from 11:30 AM to 12 AM. Wine storage members enjoy extended access to their private lockers from 6 AM to 1 AM. With members-only events, tastings, and access to rare vintages, Bovine Wine Club is the ultimate destination for those who appreciate fine wine, elevated dining, and refined atmosphere.
The Fitzroy is Canada’s dress rental service, offering a curated collection of designer dresses, jumpsuits, and accessories for life’s most special occasions. Founded in 2016, we champion a more sustainable way to dress! We make luxury fashion accessible, circular, and unforgettable for every event where you need to get fancy.
OFFICIAL BALLOT ACCOUNTANTS
We have a proud 110-year history of helping Canadian organizations thrive. Our 7,300+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems.
Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for cybersecurity, privacy, financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most.
With offices in 155 countries and more than 284,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities.
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