Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.

Learn to help your clients guard against the cybersecurity threat.

Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.

Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.

Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomo...

Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.

Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)

Ellen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients' and hopefully help you sleep better a...

Ellen Bessner will lay out the elements that MFDA and IIROC advisors need to consider in building a personal and business continuity plan to secure th...

The words you choose change conversations, the people you talk to change outcomes, the questions you ask change lives, and the recommendations you mak...