NextGen Wealth Transfer: Are you ready for the greatest wealth transfer in history?
Join our webinar panel on Thursday, January 23, 2020 at 1 pm ET and gain critical insights on this topic.
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Invest more, worry less. The value of segregated funds when markets turn volatile.
In this webinar replay, learn how to maximize the segregated fund value proposition when investors get anxious.
- November 28, 2018 November 11, 2019
- 09:30
How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
- November 22, 2018 November 11, 2019
- 12:35
How to manage common investor behaviour pitfalls
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
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Appointment Notices – December 2019
Find out who has added or promoted talent to their staff : Sun Life - Norm Leblond Vice-President, Chief Underwriter and Claims Risk Officer
Brought to you by: Appointment Notices
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Exploring the Art of the Possible – Trade Surveillance for Capital Markets
RegTech Toronto - January 16th, 2020. Time: 8:30 am - 11 am. Location: 8 Adelaide St. W. Sponsored by Deloitte