Investment Symposium

We’re pleased to share that the Customplan Investment Symposium 2026 will be held on September 10, 2026, at the Vancouver Golf Club.

This year’s theme, Women and Wealth, reflects the continued evolution of the industry and the importance of staying aligned with shifting client expectations and advisor perspectives. As the landscape changes, so does the way we engage, communicate, and deliver advice that resonates.

This year, we are intentionally bringing together advisors who believe in the long-term strength of the independent channel and who are committed to helping the industry evolve into something more sustainable, collaborative, and forward-looking. The focus is not only on equality, but on creating an environment where driven and thoughtful professionals support one another, challenge each other to grow, and build alongside each other as equals.

The symposium will center on practical ideas and meaningful conversations around refining advisor practices, strengthening relationships, and adapting to where the industry is heading. The goal is to create space for dialogue and shared insight that can translate into real impact in day-to-day work.
 
More details and Agenda coming soon.