Technology continues to rapidly evolve and, with it, investor expectations are shifting. The industry is undergoing large-scale transformations focused on enabling greater capacity and holistic advice delivery. Prioritizing technologies that will make advisors' lives simpler and their day-to-day activities easier, is critical to future success.
CGI surveyed Canadian financial advisors across a variety of segments, intent on distilling a holistic view on how technology is impacting the ways in which advisors interact with their clients and ultimately do business.
In this webinar on Tuesday, April 27, 2021 at 1:00 pm ET, our panel of advisors will discuss the changing behaviours and technologies aimed at making it simpler and easier to run and grow an advisory business.
Drew Brown, Director, Wealth Consulting, CGI
Michael Broad, Financial Advisor, Edward Jones
Terri A. Szego, Vice-President, Portfolio Manager, Investment Advisor, Financial Planner, BMO Nesbitt Burns
Kelly Walsh, National Director, Wealth Management Advisory Services and Advisor Coaching, Coast Capital Wealth Management
Register Now and get FP Canada and IIROC CE credits (pending approval)*
* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.