Date & Time:
Tuesday,  November 10, 2026 at 7:45 am (Breakfast)

Topic: Cultural Competence

As Canada's population becomes increasingly diverse, cultural competence is emerging as a critical capability for professionals who help clients navigate complex financial decisions. For estate planners, tax specialists, and insurance professionals, understanding the cultural values,  family dynamics, traditions, and decision-making frameworks that influence client behaviour can be the difference between a transactional interaction and a trusted advisory relationship.

Join Amit Brahme, Vice President, Strategic Cultural Segments, Scotia Wealth Management, for an engaging discussion on the business value of cultural competence and its growing importance in professional services. Drawing on his experience leading national strategies focused on diverse client segments, Amit will share practical insights on how cultural awareness can deepen trust, strengthen client engagement, and uncover opportunities to better serve clients and their families.

The session will explore how culture influences conversations around wealth transfer, estate planning, succession, insurance protection, charitable giving, tax planning, and intergenerational wealth. Attendees will gain actionable perspectives on recognizing cultural nuances, avoiding common assumptions, and adapting their approach to meet the needs of an evolving client base.

Whether you are seeking to enhance client outcomes, expand into new markets, or strengthen your advisory practice, this session will provide valuable insights into why cultural competence is becoming a defining advantage for modern professionals and a key driver of long-term business success.

Program:
7:45 am – 8:30 am    Networking & Breakfast Buffet Open
8:30 am –9:30 am     Presentation
9:30 am – 10:00 am  Networking

Location: The National Club, 303 Bay St., Toronto

Registration:
To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

Registration deadline: Noon on Monday, November 2nd, 2026

Menu: The breakfast buffet will include the items below. If you have special dietary needs and allergies, please let us know when you register.

Guests:
Guest fees are $150 plus HST.

If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.