The diversification benefits provided by alternative investments are well-established, and retail investors are growing increasingly open to adding alts to their portfolio.
In this virtual roundtable, which aired live on Wednesday, May 7, 2025, at 1:00pm ET, hosted byAdvisor.caandInvestment Executive, learn how to bring this important asset class onto your product shelf and talk about it with clients.
Presented by:
Chris Baker,SVP, Investment Sales, CMIFinancial Group
Mustafa Bukhari,National Team Lead, Skyline
Ray Sawicki,Senior Vice-President, National and Strategic Accounts, Equiton
Brendan Sims,Alternative Strategist, Fidelity Investments Canada
Moderated by:
Kevin Press,Editorial Director,Advisor.ca&Investment Executive
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 Wednesday, May 7, 2025, at 1:00pm ET, the recording is also available on CE Corner.
You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 (IIROC) and FP Canada. CE accreditation is powered by CE Corner.
If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from CIRO Cycle 10 (IIROC) and FP Canada, 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 contactsupport@cecorner.ca.
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