Shutterstock 425728009

Advance Forum 2026 | Momentum starts here: Charting the path from personal brand to lasting client value

October 22, 2026 | Toronto, Canada

We're pleased to introduce Advance Forum, Equisoft's first in-person event for advisors ready to build on their momentum. Join us in Toronto for an afternoon of insight, innovation, and connection built around what matters most to your practice.

Register your interest

Here's what to expect

Agenda

October 22, 2026


3:00 PM

Registration and welcome

3:30 PM

Opening remarks and updates from the Equisoft team

4:00 PM

First look at Equisoft/lifeguide

4:30 AM

Break

4:45 PM

Keynote by Adam Rodricks (CE)

5:30 PM -7:00 PM

Closing remarks and networking time

Spots are limited.

Let us know you're interested and we'll follow up with full details as they're confirmed.