Financial Services SIG and Cundari Present: Brand Lessons For Wealth Management Marketers

  • 27 Jan 2011
  • 7:30 AM - 9:59 AM
  • One King West, 1 King St. W., Toronto
  • 0


(depends on selected options)

Base fee:

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 American Marketing Association Toronto Chapter "Financial Services SIG and Cundari Present: Brand Lessons For Wealth Management Marketers."

Is Your Brand Working Hard Enough To Engage Canadian Investors?

Marketers in financial services face unique challenges in managing their wealth management brands and connecting with investors. Yet despite recent unsettled economic times, many firms have succeeded by implementing strong brand management practices.


Join the AMA Toronto’s Financial Services SIG to uncover what sets North America's best wealth management brands apart at a breakfast event, sponsored by Cundari.

Learn How Canadian Brands Are Leading The Way

At this event, Mary Newman of Cundari will provide an inside look into their recent North American study into the practices that drive effective brand management among wealth management brands.


You’ll also hear from our expert financial services panel on the marketing and brand strategies they are using to engage and win the loyalty of Canadian investors. We’ll close with an interactive breakout session and the opportunity to ask questions of our speakers.


About Cundari


Cundari is one of Canada's largest independently owned and operated communications agencies, applying thought leadership to the building of business solutions with a focus on motivating the affluent consumer to become loyal brand advocates.



Date:           Thursday, January 27, 2011

Time:          7:30 am - 8:00 am: Registration and breakfast
                   8:00 am - 10 am: Presentation 

Location:    One King West, King Gallery Room
1 King St. W., Toronto
See Map

Speakers:   Mary Newman
   EVP, Strategy, Insight and Innovation 

Panel:         Kelli Proudfoot
Executive Director, CIBC Customer Marketing

                   Tamarie Dobias

                   Director, Wealth Management Brand and Marketing

                   RBC Wealth Management

                   Keith Sjögren
         Director, Research and Advisory Services
Investor Economics

Moderator:  Alan Kay
                   Past President, AMA Toronto Chapter
                   Principal, The Glasgow Group

Cost:           Non-members: $50
                   Members: $30
                   Students: $20
                    (All prices include HST. Continental breakfast is  provided)

American Marketing Association Toronto Chapter 2008        

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