Past webinars

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 pm ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

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Fidelity logo NEI logo Sun Life Global Investments logo

Optimize cash-flow and life insurance with an immediate financing arrangement

Wednesday, January 26, 2022 at 1:00 pm ET

A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.

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Managing post-retirement portfolios

Tuesday, November 23, 2021 at 1:00 pm ET

A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?

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Canada Life logo Manulife logo Sun Life Global Investments logo TD Asset Management logo

Asset allocation ETFs: The ETF of ETFs

Wednesday, November 17, 2021 at 1:00 pm ET

Asset Allocation ETFs are known as the ETF of ETFs, meaning a collection for underlying ETFs each containing hundreds of securities.

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Navigating a changing ETF landscape

Tuesday, October 26, 2021 at 1:00 pm ET

There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients.

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Franklin Templeton logo Manulife logo National Bank Investments logo TD Asset Management logo

Technology ABCs for managing the XYZs

Wednesday, September 22, 2021 at 1:00 pm ET

We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.

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How to make your wealth management practice more efficient

Thursday, August 26, 2021 at 12:00 pm ET

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same?

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Mako Financial Technologies logo

Expanding your ESG toolkit

Thursday, May 13, 2021 at 1:00 pm ET

With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs.

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Desjardins logo Manulife logo NEI logo Sun Life Global Investments logo