The premier CE destination for Canada's financial professionals

What Are Canadians Smoking

What are Canadians Smoking?

This presentation focuses on trends in smoking and how it might affect a client’s paramedical examination and their application.

Advisors will gain the knowledge to:

• fully understand how smoking cessation products/nicotine replacement therapy, cigars, e-cigarettes, medical marijuana and hookahs impact the underwriting process.
• ask their clients the right questions regarding their smoking habits to help avoid policy problems in the future.

Foreign Travel & Residence

Foreign travel and residence: Why does it matter?

Advisors will learn about the health and environmental risks that underwriters consider when they assess an applicant's policy.

Advisors will gain the knowledge to:

• ask clients the right questions in order to analyze travel and residency risks and communicate the impact these factors can have on an application.
• utilize online tools to remain informed on key risk factors including leading causes of death, prevalent diseases, and access to health care in top destinations traveled to by Canadians.
• analyze where new Canadians are immigrating from and compare the risk factors in those countries to Canada.

Guide to market recoveries

Credits pending. 

Two veteran Capital Group portfolio managers - one U.S., one international - offer their views on the path to recovery for the global economy and world markets. They provide a healthy dose of optimism and long-term perspective. 

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. 

 

Insurance and the business owner

Insurance can support estate planning, cover capital gains upon death and more.

To take the French version of this course and earn credits from La Chambre de la sécurité financière go here. 

 

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.

ETFs: Past, Present and Future

ETFs continue to evolve from passive index trackers to more actively managed ETFs. They have become an integral part of many advisors’ toolkits, helping achieve various portfolio goals alongside stocks, bonds, mutual funds, and other investments. This panel discussion covers how far ETFs have come, the current state of the market and how the trends we see today will shape ETFs in the future.

 

Panel members:

Jason McIntyre, CFA

Vice President, Head of Advisor Distribution, TDAM.

Trevor Cummins, CIMA, Vice President, ETF Distribution, TDAM

Deborah A. Fuhr, MBA, Managing Partner, Founder, ETFGI

Benjamin Gossack, CFA, MBA

Vice President and Director, TDAM

Lead Portfolio Manager, TD Active Global Enhanced Dividend ETF (TGED) and TD Active U.S. Enhanced Dividend ETF (TUED), and Co-Portfolio Manager on TD’s North American and global equity funds.