Course
About Shorting…all you ever wanted to know about it! (CAASA001)
Continuing Education
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CAASA
About Shorting…all you ever wanted to know about it! (CAASA001)
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)
Continuing Education
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CAASA
Navigating the Public & Private High Yield Landscape (CAASA0012)
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)
Continuing Education
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CAASA
The New ETFs (CAASA0018)
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)
Continuing Education
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CAASA
Alt Alts: the next frontier (CAASA002)
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)
Continuing Education
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CAASA
Private Equity & Public Equity with HarbourVest Partners and CEOS Family Office (CAASA0025)
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)
Continuing Education
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CAASA
Becoming an MFO: The next step (CAASA003)
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)
Continuing Education
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CAASA
Credit, What Credit? (CAASA004)
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)
Continuing Education
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CAASA
Derivatives and Your Book – Tips from the Experts (CAASA005)
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)
Continuing Education
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CAASA
Equity Market Neutral: the best-kept secret of alt strategies (CAASA007)
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)
Continuing Education
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CAASA
Estate & Tax Planning Update (CAASA008)
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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