Real Talk on Mentorship

By and Investment Executive

Mentorship is often touted as a way to support the next generation of financial advisors, a path to finding and educating a successor, and a rewarding way to give back. But what makes a mentorship relationship successful?

This virtual roundtable, presented by and Investment Executive, will discuss their experiences with mentoring and being a mentee. Attendees will receive practical advice on how to find a mentor, tips for a strong relationship, and how mentoring can nurture both a practice and a career.

Sponsored by CI Global Asset Management and TD Wealth, and thank you to our Industry Association Partner, WCM.

Real Talk on Mentorship

Accreditation Details

Accreditation body

CIRO Cycle 10

Professional Development




FP Canada

Professional Responsibility


Product Knowledge


Practice Management


Financial Planning


Course Type:


Passing Grade:

11/14 (79%)

Brought to you by: