The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts. We’ll address financial advisors’ most pressing ESG questions so you can be better equipped to advise your clients, understand their needs and choose the right investments.

In this virtual roundtable, that aired live on Tuesday, May 10 at 1:00 pm ET, hosted by Advisor’s Edge and Investment Executive, panelists will discuss greenwashing, regulatory changes, client questions, due diligence, and the opportunities and risks of ESG

Moderated by:
Mary Robinson, Director of Research & Membership, RIA

Presented by:
Terry Dimock, Head Portfolio Manager, National Bank Investments
Christine Tan, Portfolio Manager, SLGI Asset Management Inc. (Sun Life Global Investments)
David Ung, Senior ESG Analyst, Manulife Investment Management
June Zimmer, Vice President, ESG Advisory, NEI Investments and Aviso Wealth

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, May 10 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, May 10 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

Sponsored by:
        
        

Industry Association Partner