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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Canadian Securities Course CSC®
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Wednesday Oct 27, 2021 | 12:00 pm EST
About
Retiring Canadians have worked a lifetime to build their net worth, and many are set to be part of the biggest transfer of wealth in our history. This session will provide insights on how Canadians can best prepare for smooth intergenerational wealth transfer by working with their advisors on creating a plan that protects what matters most to both the benefactor and the beneficiary.
Julie Seberras
Senior Manager, Wealth Planning Support, TD Wealth
Evan Parubets
Investor Specialist, Steadyhand Investment Funds
Colin White
Portfolio Manager, White LeBlanc Wealth Planners Inc.Share this
