Managing teams and portfolios through a crisis — advice for advisors

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.

Moderated by:
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Presented by:
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.

If you have any questions, please see below or contact continuing.education@Newcom.ca

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

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.