The Forge | Purpose Unlimited

Leave with a point of view you can stand behind.

Designing Premium Experiences Clients Will Pay More For

Clients remember how your business makes them feel long after they've forgotten what it delivered. Explore how leading firms intentionally design experiences that deepen trust, strengthen loyalty, and become part of the value clients are willing to invest.

Growth Through Capital Decisions

Where you invest says as much about your strategy as where you choose not to. Hear how experienced CEOs think about capital allocation, timing, and conviction, as they build businesses designed to endure.

Playing to Win: Where CEOs Misallocate Capital & Attention

Every growing business reaches a point where success depends less on having more resources and more on knowing where they matter most. Explore how experienced leaders continually reallocate their time, attention, and capital as the business they lead evolves.

AI Implementation: Decisions You Must Make in the Next 12 Months

AI is changing the decisions leaders need to make. Explore how experienced CEOs are making thoughtful choices about where AI creates lasting value for their business, their team, and their clients.

How AI is Impacting the Operations of a Wealth Practice

Operational excellence is built one decision at a time. Hear how CEOs are incorporating AI into the everyday work of the business to improve consistency, create capacity, and elevate the client experience.

Strategy that Challenges the Status Quo

The strategy that built today's business isn't always the one that builds tomorrow's. Explore how experienced leaders recognize when it's time to evolve their thinking and define what comes next.

CEO Journey Story

Looking back, every CEO can point to a handful of decisions that shaped the direction of their business. Hear from one leader as they reflect on the choices, trade-offs, and lessons that continue to influence how they lead today.

Perseverance & Performing Under Pressure

Building an enduring business asks different things of a leader at different stages. Explore how experienced CEOs remain steady through complexity, make thoughtful decisions under pressure, and continue moving forward with intention.

Taking Risks & Stepping Out of Your Comfort Zone

Growth creates moments that ask leaders to trust both their preparation and their judgment. Learn how experienced CEOs approach risk, make deliberate decisions, and build with conviction.

How Great Teams Endure: Ego, Role Clarity & Playing Your Position

As businesses grow, leadership becomes less about individual performance and more about how people perform together. Explore how experienced CEOs build teams with clear roles, shared accountability, and the trust to tackle bigger challenges.

Scaling Your Brand with Values

The strongest brands grow from consistent decisions, not campaigns. What it takes to build a brand that clients experience, employees believe in, and leaders reinforce every day.

CEOs and operators who have built and steered companies.

Spenser Segal

CEO · ActiFi

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Spenser Segal

CEO · ActiFi

Spenser Segal is the founder and CEO of ActiFi, a firm that has helped more than 200 wealth management firms harness technology to drive advisor engagement and organic growth. With 30 years in the industry, from practicing as a CFP to co-founding BigCharts and leading e-commerce strategy at American Express Financial Advisors, he has been at the forefront of every major technology shift in wealth management. Named one of the Top 25 Most Influential People in Financial Services by Investment Advisor Magazine in 2011.

Susan Senecal

CEO · A&W Food Services

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Susan Senecal

CEO · A&W Food Services

Susan Senecal is the President and CEO of A&W Food Services of Canada, the country's second-largest burger chain. She made history as the first woman and first fully bilingual CEO to lead the company, bringing a leadership style grounded in purpose, people, and building a brand that stands for something beyond the bottom line.

Amy Welsman

Speaker

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Amy Welsman

Speaker

Amy Welsman is the founder of PAUME, a luxury hand care brand she launched in 2019 after identifying a gap in the market for products that were effective, beautifully designed, and sustainably made. What started as a personal conviction became a Marie Claire Beauty Game Changer Award winner featured in Forbes and the Wall Street Journal. Amy built PAUME from the ground up, on her own terms, with a clear point of view that never compromised.

More Speakers
Being Added

New speakers released via email to invited and confirmed registrants.

The Quay

September 22, 2026 · 8:00 AM – 4:30 PM
September 23, 2026 · 8:00 AM – 12:00 PM

The room matters just as much as the stage. The Quay was chosen on that same principle: a space designed to expand what's possible and to keep advisors in the center of what's happening.

Evening · Dinner Event

Dinner at AERA

September 22, 2026 · 5:30 PM · 38th Floor, Toronto

Dinner at AERA keeps the day going. Sitting above the city, advisors who spent the day working through the same question sit down at the same table, because the people you build alongside matter as much as anything said on stage.

One King West Hotel.

Experience One King West Hotel, one of Toronto's most acclaimed boutique hotels, highly regarded for its ambience, luxury amenities and award-winning customer service.

Ideally located in the heart of downtown Toronto at the corner of King and Yonge streets. Settle into a sophisticated suite in the historic Dominion Bank Building or Toronto's famed "Sliver" tower.

Room Reservations

The group rate is $425 per night plus applicable taxes. Book before the reservation cut-off, August 7, 2026.

When calling or booking, please inform the reservation team that you are part of the The Forge to receive the group rate.

Reserve your room

Address1 King Street West, Toronto, ON M5H 1A1

Phone+1-866-470-5464

Emailreservations@onekingwest.com

Webonekingwest.com

Reservation cut-off: Book by August 7, 2026 to secure your room at the group rate.

Good to know.

Registration closes once capacity is reached. Early confirmation is encouraged.

Full conference access across both days, all sessions, networking events, and catered meals are included with your registration.

Business casual is recommended. Dress comfortably while maintaining a professional standard appropriate to the setting.

This is a by-invitation event. Additional attendees from your firm may be considered, please indicate this in your registration notes and we will follow up.

The Quay, 100 Queens Quay East
Paid underground parking at Impark lot 526. Hourly: $10 · Day max: $25 · Evening flat: $15

Aera, 8 Spadina Ave. #3800
Paid underground parking off Wellington St., west of Spadina. Located on P3, east end of the garage. Take guest elevators in the lobby of 8 Spadina to the 38th floor.

One King West Hotel, 1 King Street West
Valet parking available. Overnight valet: $60 + HST · 3-hour valet (8am–4pm): $45 + HST · Self-parking: 18 Wellington St W (10% discount via Indigo Portal). Valet entrance on Melinda Street.

Uber, Taxi, and the TTC (bus, streetcar, subway) are also efficient options between venues.