Coming Next

Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.

Stay tuned.

On-Demand Webinars

Wednesday Nov 22, 2023 | 12:00 pm EST

The Changing Tide: Empowering Women in Financial Services

  • Neela White

    Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA®, CDCP

    Senior Portfolio Manager, Raymond James Ltd.
  • Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®

    AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 | 12:00 pm EST

Securing Your Legacy: Succession Planning for Small Businesses

  • Tammy Buss, CLU, CH.F.C, CFP®

    Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Wednesday Nov 15, 2023 | 12:00 pm EST

Succession Planning for Small Businesses

Wednesday Nov 8, 2023 | 12:00 pm EST

DE&I in Financial Services: Connecting Advisor & Client Success

  • Jeffrey Allain, MBA, PFP®, FCSI®

    Senior Manager, Role Design & Execution, RBC
  • Manoj Khandavelli, CFP®, CIWM, FCSI®

    Private Client Market Lead - Atlantic Region, HSBC Private Client Services
  • Farah Kamal, FCSI®

    Co-founder, Trade Lifecycles
Wednesday Nov 1, 2023 | 12:00 pm EST

Putting Clients First: Advisors’ Roundtable

  • Sudha Sankar (FCSI®)

    Wealth Advisor, RBC Dominion Securities
  • Haiping Fu (FCSI®, CIM®, MBA)

    Associate Wealth & Investment Advisor, RBC Dominion Securities
  • Darren Dearing (MBA, CFP®, CIM®, FCSI®)

    Wealth Advisor, Scotia Wealth Management
  • Jim Templeton (FCSI®)

    Financial Advisor, Manulife Securities Incorporated
Wednesday Oct 25, 2023 | 12:00 pm EST

Comprehensive Financial Planning: How Client Relationships are Changing

  • Goshka Folda

    President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence
  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
  • Sean Shore

    Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
Wednesday Aug 30, 2023 | 12:00 pm est

Beyond CSC®: How to Jump-Start Your Financial Career

  • Riyad Salam

    National Director, Client Segment Strategy, Healthcare, Business & Professional Services at RBC
  • Rui Barreto

    Director - Client Service Specialist, CSI
Wednesday May 10, 2023 | 12:00 pm EST

Transitioning to a Financial Career in Canada: A Newcomer’s Guide

  • Riyad Salam, EMBA

    National Director - Client Segment Strategy, Healthcare, Business & Professional Services, RBC
  • Quoc Phan

    Project Manager - Financial Services & Leadership Connections, ACCES Employment
Tuesday Mar 28, 2023 | 12:00 pm EST

Develop Lasting Relationships: How to Better Communicate with Your Clients

  • Neela White

    FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd.
  • Leslie Baker

    CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management
  • Michael Tarantino

    MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management
Tuesday Jan 31, 2023 | 12:00 pm EST

What’s Next? Your Future in Financial Services

  • Rui Barreto

    Director - Client Service Specialist
  • Assunta Tutino

    Assistant Director, Client Management
  • Idrees Deen

    Head, Marketing & Customer Experience
  • Marie Muldowney

    Marie Muldowey

    Managing Director at Canadian Securities Institute
  • Tricia Summersby

    Vice-President & Managing Director, Branch Supervision at BMO Nesbitt Burns
  • Timothy Ho

    Director, Practice Standards – National Sales & Practice Excellence, CIBC
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