What People Are Saying

“We've been working with WSD for almost 3 years and our partnership strengthens every year. WSD's core value proposition of providing Structured Products data in an easily accessible format allows us to provide customized reporting solutions to our broker-dealer and RIA clients.”

— ADVISORS ASSET MANAGEMENT, INC

“I'm very pleased with how the work is progressing and am certainly seeing a difference in the knowledge and expertise the team has shown in comparison to our previous provider. Excited to see how this progresses through 2023, with hopes to expand the offerings and collaboration.”

— BANK OF AMERICA

Financial freedom. Whether retirement is over a decade away or just around the corner, investors face significant challenges that will affect their lifestyle. Managing savings and investments is one of the biggest challenges those financial advisors face with clients.

With high inflation and considerable volatility, investors face difficult investment choices. Alternative investments and structured products have been popular solutions applied by HNWI and institutions and are becoming even more popular globally.

The SPI Canada conference brings to discussion the latest solutions in Canada and how providers can help manage investors expectations. With the leading Canadian banks, this conference is the right place to learn more about these solutions, about their advantages and risks.