Load up on CE credits with retirement guru Jim Otar

Retirement guru and frequent CE contributor Jim Otar has put together two new courses to help you navigate the tricky terrain of long-term retirement planning.

By Staff | October 23, 2013 | Last updated on October 23, 2013
1 min read

Last week we introduced our new course on CRM II’s performance reporting requirements. Now there’s two more.

Retirement guru and frequent CE contributor Jim Otar has put together these new courses to help you navigate the tricky terrain of long-term retirement planning:

Kicking the Bucket Strategy

Tweaking Withdrawals for Lifelong Income

Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.

RBC faces questions on climate, Indigenous rights

Industry

RBC faces questions on climate, Indigenous rights

Many questions at AGM focused on how the bank ensures consent for projects it funds

By Ian Bickis, Canadian Press |April 11, 2024

2 min read

Advocis settles with SeeWhy over non-payment of study materials

Industry

Advocis settles with SeeWhy over non-payment of study materials

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

By Michelle Schriver |April 4, 2024

4 min read

CIFP sues FP Canada for agreement breach, trade libel

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read