TORONTO, March 25 /CNW/ - Raymond James Streamline, which provides
custody and business solutions to private client wealth management firms, and
HighView Financial are hosting a special seminar on Key Governance and Risk
Management Issues for Investment Counsel and Portfolio Managers on Thursday,
March 27th, 2008 at 4pm at the Toronto Board of Trade.
The seminar, which is part of an ongoing series of seminars hosted by
Raymond James Streamline and HighView Financial, will address key governance
and risk management issues faced by wealth management firms as well as
offering risk management strategies to succeed in a highly competitive
"The Canadian Wealth Management industry has experienced tremendous
growth over the past several years and is projected to expand at an
accelerated pace over the next decade due to demographic changes," says
James Phair, Vice President, Raymond James Streamline. "Our seminar series is
designed to offer valuable information to ICPMs so they have the tools to take
advantage of the growth opportunities that are available."
The Raymond James Streamline Seminar Series is scheduled to stage events
in major city centres across Canada over the coming year. Topics will focus on
timely matters specific to ICPM firms such as governance, asset management and
"Our goal is to offer value-added information to ICPMs in an informal
seminar setting so they can offer the best service possible to their own
clients." says Gary Brent, Chairman of HighView Financial Group Inc.
About Raymond James Streamline
Raymond James Streamline, a division of Raymond James Ltd., provides
custody and business solutions to private client wealth management firms.
Streamline services investment counsel/portfolio managers (ICPM's),
introducing brokers and investment funds. The primary goal is to offer simple,
integrated solutions that enable wealth management firms to streamline their
business processes, enabling them to focus on what they do best: manage their
clients' wealth. For more information visit www.rjstreamline.ca.
Raymond James Ltd. is the Canadian arm of Raymond James Financial, Inc.,
one of North America's leading full service investment dealers. Raymond James
was established in 1962 on the principle of always putting the needs of
clients first. Today, this principle remains the foundation on which we
continue to build our company. This is underscored by the fact that
1.6 million individuals and families across North America entrust us with more
than US$220 billion in client assets under administration. In Canada, Raymond
James Ltd. has more than 820 employees and agents in 70 offices across the
country. For more information, please visit www.raymondjames.ca.
About HighView Financial Group Inc.
HighView Financial Group is a professional services firm that provides
advisory and outsourced business services to Canadian wealth management firms.
Our mission is to facilitate independence in the Canadian Wealth Management
industry through the integration of strategy, support and capital for managed
asset firms and offerings. For more information about HFG, visit
For further information:
For further information: about the Key Governance and Risk Management
Issues Seminar on March 27th, 2008 and to learn more about the upcoming
seminars: Raymond James Streamline, James Phair, Vice President, (416)
777-7131, firstname.lastname@example.org; Highview Financial Group Inc., Gary
Brent, (905) 363-7152, email@example.com; Also visit:
www.seminarseries.ca; Raymond James Ltd., 5300-40 King Street West, Scotia
Plaza, Toronto, Ontario, M5H 3Y2, (416) 777-7000 Phone, (416) 777-7020 Fax;
Member of Canadian Investor Protection Fund