| Course | |||||
|---|---|---|---|---|---|
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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... | ||||
 | Continuing Education / 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,... | ||||
 | Continuing Education / 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... |
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