The premier CE destination for Canada's financial professionals

2019 Midyear Outlook

What's in store for global equities, fixed income and world economies for the remainder of 2019 and beyond?

Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts. 

IIROC, FP Canada, The Institute, CSF credits pending

Guide to Recessions

When will the next U.S. recession hit, and what will trigger it?

 

Here to provide answers - as well as insights from past recessions - are economists Darrell Spence and Jared Franz and portfolio manager Joyce Gordon. 

 

 

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

Special Needs & Disability Estate Planning

This presentation cements Ken Pope as one of the foremost experts in the field of Estate Planning for people with disabilities in Canada.

If any of your clients have a child or grandchild living with a disability, then this presentation is a must to better understand how you can help your clients plan for their children's future.  Learn about the government programs, and the planning tools at your disposal from the expert!