The premier CE destination for Canada's financial professionals

Power Your Portfolio with Responsible Investment

Deborah Debas, from Desjardins Group explains how RI can help you grow your practice, better understand the different strategies used to build and manage RI portfolios, and how RI can add value to client's portfolios.

The last few months have brought us turmoil but it was also an opportunity for Canadians to rethink their priorities, as people and as communities. Responsible Investment makes your client's money matter in two ways: by striving for growth in your portfolio and by having a positive impact on the environment and communities.  

 

Insurance and the Business Owner

Insurance can support estate planning, cover capital gains upon death and more.

To take the French version of this course and earn credits from La Chambre de la sécurité financière go here. 

 

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

To take the French version of this course and earn credits from La Chambre de la sécurité financière click here. 

ETFs: Past, Present and Future

ETFs continue to evolve from passive index trackers to more actively managed ETFs. They have become an integral part of many advisors’ toolkits, helping achieve various portfolio goals alongside stocks, bonds, mutual funds, and other investments. This panel discussion covers how far ETFs have come, the current state of the market and how the trends we see today will shape ETFs in the future.

 

Panel members:

Jason McIntyre, CFA Vice President, Head of Advisor Distribution, TDAM.

Trevor Cummins, CIMA, Vice President, ETF Distribution, TDAM

Deborah A. Fuhr, MBA, Managing Partner, Founder, ETFGI

Benjamin Gossack, CFA, MBA Vice President and Director, TDAM,  Lead Portfolio Manager, TD Active Global Enhanced Dividend ETF (TGED) and TD Active U.S. Enhanced Dividend ETF (TUED), and Co-Portfolio Manager on TD’s North American and global equity funds.