Market volatility and remote working have combined to make 2020 a challenging year for any financial advisor. Nonetheless, your clients and team members rely on you to provide clear counsel and direction.
In this webinar that aired live on Thursday, November 5, 2020 at 11:00 AM ET, to hear practitioners and subject-matter experts share their advice for managing teams and portfolios successfully during a crisis — and beyond.
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive
Caroline Goode, Investment Advisor, Portfolio Manager, National Bank Financial – Wealth Management
Vivian Hsu, Director, ETFs, Fidelity Investments Canada
Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada at Manulife Investment Management
Need CE credits?
Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
If you attended the live webinar on Thursday, November 5 at 11:00 am ET, you will receive an email notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.
For those who missed the live webinar on Thursday, November 5 at 11:00 am ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC.
If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.