| Course | |||||
|---|---|---|---|---|---|
 | Continuing Education / Professional Development FP Canada: 0.5 Financial Planning Credits (#8796)
This course was produced for CAASA’s Wealth Managers’ Forum featuring a moderated interview with Ida Khajadourian of Richardson Wealth and Daniel Dorenbush with Scotiabank. We speak to... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 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 advantage of opportunities in each area. ... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 Financial Planning (#8814)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Richard Laterman, ReSolve Asset Management, Robert Duncan, Forstrong Global Asset Management, David Stephenson, CIBC Asset... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 Financial Planning (#8798)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Anthony Faiella, AGinvest Farmland Properties Canada Inc.; David Jarvis, Corton Capital; Robert Anton, Next Edge Capital; and... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 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 both sides and explain how each of these... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 Practice Management (#8799)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Éric Lapointe, CEOS Family Office, Neil Nisker, Our Family Office, retention is getting more complicated with competitors’... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 Financial Planning (#7780)
This course was produced for CAASA’s Wealth Managers’ Forum featuring Andrew Torres, Lawrence Park Asset Management, Matt Shandro, Fulcra Asset Management Inc., Geoff Castle, PenderFund Management... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 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 about the basics of derivatives, how they... | ||||
 | Continuing Education / Professional Development FP Canada: 0.5 Practice Management (#8802)
This course was produced for CAASA’s Wealth Managers’ Forum featuring David Sharpe of Bridging Finance and Brendan Rogers with RBC Dominion Securities. Diversity & Inclusion / Environmental,... | ||||
 | Continuing Education / Professional Development FP Canada: 1.0 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, AGF Investments LLC; and Jeff Bradacs,... |
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