News and resources for Canada's top financial advisors
Est. 1998
Financial Planning
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.
Watch now and earn CE credits → →
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.
Wednesday, April 26, 2023 at 1:00 PM ET
Discover how insurance lending can take your client’s financial plan—and your practice—to the next level.
Tuesday, March 7, 2023 at 1:00 PM ET
A common concern when discussing improved diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups.
Products
Tuesday, December 6, 2022 at 1:00 PM ET
Discover how Alternative ETFs can answer investors’ needs with funds that seek to achieve positive returns in both positive or negative equity market conditions.
Wednesday, November 16, 2022 at 1:00 PM ET
Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged.
Watch now and earn CE Credits → →
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