News and resources for Canada's top financial advisors
Est. 1998
to
Market Insights
Wednesday, May 8, 2024 at 1:00 PM ET
This virtual roundtable will discuss how ESG will adapt for the future and what investment products and themes could emerge.
Register now and earn CE Credits → →
Thursday, April 25, 2024 at 1:00 PM ET
Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.
Watch now and earn CE credits → →
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.
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.
Watch now and earn CE Credits → →
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.
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, July 18, 2023 at 1:00 PM ET
Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.
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.
Wednesday, October 19, 2022 at 11:00 AM ET
The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.
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.
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.