2026 Advisor Summit
Banff, Canada | June 23–26, 2026
Join us from the shores of Lake Louise as we gather the EverSource community at the historic Fairmont Chateau. Surrounded by the breathtaking peaks of the Canadian Rockies, the 2026 Advisor Summit is designed to be a time of rejuvenation, strategic alignment, and fellowship. Together, we will explore the innovation of technology and faith-integrated wealth management as well as strengthen our collective mission to help clients steward the resources they have been entrusted with.
Event Details
Fairmont Chateau Lake Louise
June 23rd- June 25th 2026
Be sure to book your travel
Early Arrival
Those traveling in early can enjoy a relaxed start to the week at Lake Louise. Early arrivals are invited to join an informal dinner in the evening—a casual opportunity to settle in, connect with a few fellow guests, and take in the scenery before the summit officially begins.
Day 1 – Summit Kickoff
The summit begins with opening sessions, group discussions, and sponsor presentations designed to set the tone for collaboration and learning. The day concludes with a reception, dinner, and keynote to bring the community together.
Day 2 – Summit Sessions
A full day of presentations, workshops, and networking focused on wealth tech, AI efficiency, and advisor growth strategies. The afternoon offers roundtables and informal discussions before an evening keynote and dinner.
Day 3 – Closing & Send-Off
The final day centers on advisor lifecycle insights, group dialogue, and forward-looking discussion. The summit concludes with a closing lunch, reflections, and a preview of next year’s gathering.
Travel Smart. Experience More.
Need help planning your travel?
Our team is happy to assist with recommendations for flights, dining, transportation, and experiences.
Experience Lake Louise in Summer
Lake Louise Canoeing
Step directly onto the water and experience the lake from its most breathtaking vantage point. Canoeing on Lake Louise is a must-do summer activity, offering a peaceful, up-close view of Victoria Glacier and the surrounding mountains.
Lake Louise Summer Sightseeing Gondola
Take in sweeping alpine views from above, with the added chance to spot wildlife in their natural habitat. A great option for those looking for a high-impact experience without a strenuous hike.
Tea House Hikes (Lake Agnes & Plain of Six Glaciers)
These classic Rockies hikes combine stunning scenery with rewarding destinations. Enjoy alpine trails that lead to historic tea houses—perfect for a morning adventure or early afternoon outing.
Afternoon Tea at the Chateau
Relax and take in the lakefront setting with one of the hotel’s most refined traditions. Afternoon Tea offers a slower, elegant experience—perfect for unwinding or connecting with guests.
The Advisor Summit is made possible through the generous support of our sponsors, whose partnership helps elevate the experience for every attendee. Their commitment to innovation, collaboration, and the advisor community allows us to create a summit that brings together meaningful conversations, valuable insights, and memorable moments in an exceptional setting.
We are proud to recognize the organizations below for their support and continued investment in the future of our industry.
Our Sponsors
