Left to right: Caroline Goode, Investment Advisor, Portfolio Manager, National Bank Financial – Wealth Management; Vivian Hsu, Director, ETFs, Fidelity Investments Canada Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada at Manulife Investment Management. Bottom right: Melissa Shin, Editorial Director, Advisor's Edge & Investment Executive

Market volatility and remote working have combined to make 2020 a challenging year for any financial advisor. Nonetheless, your clients and team members rely on you to provide clear counsel and direction.

Join this webinar on Thursday, November 5, 2020 at 11:00 AM ET, to hear practitioners and subject-matter experts share their advice for managing teams and portfolios successfully during a crisis — and beyond.

Presented by:

  • Caroline Goode, Investment Advisor, Portfolio Manager, National Bank Financial – Wealth Management
  • Vivian Hsu, Director, ETFs, Fidelity Investments Canada
  • Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada at Manulife Investment Management

Moderated by: Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Register now and get CE credits (FP Canada and IIROC credits pending).

This webinar is part of Advisor’s Edge & Investment Executive’s Women in Finance series.

Sponsored by:

 

Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.