The premier CE destination for Canada's financial professionals

What a recovery could look like

Capital Group portfolio manager Rob Lovelace brings his 35 years of experience as he shares his perspective on managing investments and clients' expectations through challenging markets. 

CE credits pending

What's next for Equity Markets?

How should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their experience. 

 

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.

The Next 10 Years in 45 Minutes

The Next 10 Years in 45 Minutes.

Learn how to maximize the growth potential of investing in disruptive and innovative industries.