Voice of the Advisor: Enabling growth through technology acceleration

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.

Moderated by:
Drew Brown, Director, Wealth Consulting, CGI

Presented by:
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

* 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.

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 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.