News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Tuesday, November 28, 2023 at 1:00 pm ET
This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.
Watch now and earn CE credits → →
Products
Monday, November 6, 2023 at 1:00 pm ET
Meeting clients’ income needs and solving for evolving risks. Join us to learn about income solutions for your clients.
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Tuesday, October 17, 2023 at 1:00 pm ET
How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment?
Financial Planning
Wednesday, October 4, 2023 at 1:00 pm ET
Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.
Wednesday, August 16, 2023 at 1:00 pm ET
learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.
Market Insights
Tuesday, July 18, 2023 at 1:00 pm ET
Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.
Tuesday, June 20, 2023 at 1:00 pm ET
In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments.
Tuesday, May 9, 2023 at 1:00 pm ET
In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high.
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