Past webinars

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.

Sponsored by
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.

Sponsored by
Croesus logo
Paper plane creative idea symbol art style illustration.

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?

Sponsored by
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.

Sponsored by
Desjardins logo Manulife logo NEI logo Sun Life Global Investments logo

Whole life insurance: safeguard your clients’ retirement plan with CSV lines of credit

Wednesday, March 31, 2021 at 1:00 PM ET

Canadians on the brink of retirement often face hard choices about when to start drawing down their savings.

Sponsored by
Equitable Bank

Investing in women-friendly firms

Tuesday, March 9, 2021 at 1:00 PM ET

The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.

Sponsored by
Edward Jones logo Fidelity logo Franklin Templeton logo

Disability insurance for any profession: The power of advice

Wednesday, November 18, 2020 at 1:00 PM

In this webinar that aired live on Wednesday, November 18, 2020 1:00 pm ET, presented by RBC Insurance, advisors will learn how to address the disability insurance needs of working Canadians by their profession (healthcare workers, tradespeople, freelancers, small business owners and more).

Sponsored by

ESG investing: Exploring current opportunities, emerging trends, and global regulations

Tuesday, October 20, 2020 at 12:00 PM ET

While responsible investing has been gaining traction among institutional investors for many years, individual investors and advisors continue to cite their unfamiliarity with environmental, social, and governance (ESG) factors as a major impediment to adoption.

Sponsored by
Manulife logo