Financial Planning
Different Approach to Planning Can Build Relationships with Women
Why the industry needs more female advisors.
- Featuring: Carissa Lucreziano, CFP
- March 7, 2023 March 6, 2023
- 16:30
A Long-Term Outlook for Equities Performance
- By: Éric Morin, M.sc
- May 10, 2021 May 13, 2021
- 17:00
- From: CIBC Asset Management
How Advisors Can Help Women Overcome Pandemic Challenges
- By: Carissa Lucreziano, CFP
- March 5, 2021 March 11, 2021
- 18:00
- From: CIBC