| Course | |||||
|---|---|---|---|---|---|
 | ... / About Shorting…all you ever wanted to know about it! (CAASA001)Professional Development / CAASA 1.0 MFDA: Professional Development (8796)
1.0 FP Canada: Financial Planning (8796)
This course was produced for CAASA’s Wealth Managers’ Forum featuring a moderated interview with Ida Khajadourian of Richardson Wealth and Daniel Dorenbush... | ||||
 | ... / Navigating the Public & Private High Yield Landscape (CAASA0012)Professional Development / CAASA 1.0 MFDA: Professional Development (8808)
1.0 FP Canada: Financial Planning (8808)
This course was produced by Invico Capital Corporation and speaks to how the public and private lending (or high yield) markets work and how investors can take... | ||||
 | ... / The New ETFs (CAASA0018)Professional Development / CAASA 1.0 MFDA: Professional Development (8814)
1.0 FP Canada: Financial Planning (8814)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Richard Laterman, ReSolve Asset Management, Robert Duncan, Forstrong Global Asset... | ||||
 | ... / Alt Alts: the next frontier (CAASA002)Professional Development / CAASA 1.0 MFDA: Professional Development (8798)
1.0 FP Canada: Financial Planning (8798)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Anthony Faiella, AGinvest Farmland Properties Canada Inc.; David Jarvis, Corton... | ||||
 | ... / Private Equity & Public Equity with HarbourVest Partners and CEOS Family Office (CAASA0025)Professional Development / CAASA 1.0 MFDA: Professional Development (8677)
1.0 FP Canada: Practice Management (8677)
This course is a podcast looking at both public and private markets such as private equity and private lending. Our speakers have a wealth of experience in... | ||||
 | ... / Becoming an MFO: The next step (CAASA003)Professional Development / CAASA 1.0 MFDA: Professional Development (10569)
1.0 FP Canada: Practice Management (10569)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Éric Lapointe, CEOS Family Office, Neil Nisker, Our Family Office, retention is... | ||||
 | ... / Credit, What Credit? (CAASA004)Professional Development / CAASA 1.0 MFDA: Professional Development (8800)
1.0 FP Canada: Financial Planning (8800)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Andrew Torres, Lawrence Park Asset Management, Matt Shandro, Fulcra Asset Management... | ||||
 | ... / Derivatives and Your Book – Tips from the Experts (CAASA005)Professional Development / CAASA 1.0 MFDA: Professional Development (8801)
1.0 FP Canada: Practice Management (8801)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Robert Tasca from the TMX Group and Gleb Sivitsky of Mackenzie Investments speaking... | ||||
 | ... / Equity Market Neutral: the best-kept secret of alt strategies (CAASA007)Professional Development / CAASA 1.0 MFDA: Professional Development (8803)
1.0 FP Canada: Financial Planning (8803)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Adam Posman, PCJ Investment Counsel; Mark Allen, RBC Wealth Management ;Bill DeRoche,... | ||||
 | ... / Estate & Tax Planning Update (CAASA008)Professional Development / CAASA 0.5 MFDA: Professional Development (8804)
0.5 FP Canada: Financial Planning (8804)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Tim Cestnick of Our Family Office. Tim speaks to his years in the industry and how... |
Log in with Facebook 
Log in with Google 
Log in with LinkedIn 