Tax and Estate Planning Update Glenn Stephens, LL.B, TEP, FEA, Vice-President, Planning Services, PPI Advisory and Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services, PPI Advisory present the latest updates in tax and estate planning through a review of recent case law, CRA pronouncements and other items of interest.
Client Conversations – What Really Matters Elke Rubach of Rubach Wealth discusses the right questions to ask and the right conversations to have towards discovering what the deeply-held values and goals of clients truly are – along with tips that can benefit every financial advisor in their business development journey.
TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute …
Stepping Up & Moving Forward Greg Pollock, President and CEO of Advocis discusses how our Association is discovering the ‘new normal’ through a combination of innovations in member programs and services alongside a strong focus on Advocis’ longstanding goals of professionalism, consumer protection and member-driven advocacy.
