News and resources for Canada's top financial advisors
Est. 1998
Industry
Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.
By Staff |September 23, 2016
1 min read
Earn dozens of credits at CECorner.ca.
By Staff |September 8, 2016
Tax News
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 21, 2016
Market Insights
The authors identify red flags investors should watch for when assessing company stocks.
By Al and Mark Rosen |January 22, 2016
26 min read
By Staff |October 2, 2015
The MFDA wants your input on how it should develop a continuing education requirement.
By Staff |June 22, 2015
Clients will be getting new information, and framing it effectively could be the difference between retaining and losing them.
By Staff |October 3, 2014
Planning and Advice
Business doesn't have to be dead in the summer.
By Stephanie Holmes-Winton |July 24, 2014
2 min read
Looking for insurance CE? There's a new solution.
By Staff |April 28, 2014
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]
By Justin Bender and Dan Bortolotti |December 5, 2013
17 min read
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