money_education_feature

Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.

Learn the nuances of RESP planning with our course by PWL Capital portfolio manager Graham Westmacott:

RESP investment strategies

Two popular offerings from retirement guru Jim Otar:

Compendium of Sustainable Withdrawal Rates, Part 1

Compendium of Sustainable Withdrawal Rates, Part 2

Also check out three courses by PWL Capital’s Justin Bender and PWL Advisors’ Dan Bortolotti:

After-Tax Returns: How to estimate the impact of taxes on ETF performance

As Easy as ACB: Understanding and tracking adjusted cost base with ETFs (Don’t be fooled by the title — this is proving one of the most challenging CE courses we’ve ever offered.)

Foreign Withholding Taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

More from Jim Otar:

Purpose-Driven Sustainable Withdrawal Rate

Kicking the Bucket Strategy

Tweaking Withdrawals for Lifelong Income

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca