The premier CE destination for Canada's financial and insurance professionals

Understanding Assuris Protection – for Financial Advisors

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 member life and health insurance company fail. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

Power of Attorney and Trusted Contact Person: Financial Advisor Essentials

Gain a better understanding of these two key roles that affect clients.

Encouraging your client to name a power of attorney (PoA) for property and a trusted contact person (TCP) promotes effective estate management and mitigates financial exploitation, respectively.

In this video, Michael Kulbak of Kulbak Trust Solutions explains the two roles’ requirements and functions, compares the roles, and presents real-life examples that illustrate the roles’ impact on clients’ finances. Along the way, he offers practical tips so financial advisors can help clients name PoAs and TCPs and ensure the roles are performed effectively.

After taking this course, you’ll know:

• the terminology related to PoAs and the types of PoA for property
• the reasons — obvious and not — to establish a PoA for property
• who can/can’t act as an attorney under a PoA for property
• what the attorney can/can’t do, and their fiduciary duties
• how an attorney under a PoA for property is terminated
• the role of a TCP, and who can/can’t be a TCP
• what the TCP can/can’t do, and the benefits to you and your client
• the benefits/risks of PoAs versus TCPs, and tips to make the most of each role

RRSPs and TFSAs: Beyond the Basics

This compilation of articles and columns from Advisor.ca and Investment Executive, based on expert sources, goes beyond the basics of RRSP and TFSA accounts to highlight various tax issues and client concerns. The articles cover considerations for effective estate planning, associated court cases related to planning and bad advice, and developments such as new RRSP reporting rules.

Building Pathways to Inclusive Success

A common concern when discussing diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups. What are some of the best practices and emerging strategies in this area? How are advisory practices and organizations attracting and retaining these candidates?  

During this virtual roundtable, hosted by Advisor.ca and Investment Executive, attendees will learn the steps they can take as individuals and within their organizations to make the industry more attractive to all candidates.  

Sponsored by Fidelity Investments Canada, National Bank Financial Wealth Management, Skyline Wealth and TD