Today’s competition for high-net-worth clients is intense and the financial landscape is continuing to evolve. Enhancing your skill set, knowledge and ability is crucial to set yourself apart from other financial professionals. On October 8, we will be discussing the aspects that make up an Exceptional Advisor, with focused sessions on investments, wealth, retirement, tax, and ethics.
October 8, 2019 at the Toronto Reference Library
The program will be submitted for IIROC and FP CE approval.
Register here: investmentsandwealth.org/eac