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On-Demand Webinars

31Jan
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
25Jan
Wednesday Jan 25, 2023 | 1:00 pm est

Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management: An Introduction

  • Walid Hejazi

    PhD, MA, HBA, Professor, International Business, Rotman School of Management and Academic Director, Executive Programs
  • Tiffany Harding

    AVP, Head of Practice Management and Wealth Planning Services, Manulife
26Oct
Wednesday Oct 26, 2022 | 12:00 pm EST

Crafting a Robust Succession Plan for your Practice: An Advisors’ Guide

  • Phillip Ackers

    Founder and President, Lakeshore Performance Limited
  • Melanie E. Russell

    Founder and President - Kalex Valuations Inc.
14Sep
Wednesday Sep 14, 2022 | 12:00 pm EST

A Career in Banking – What’s in it for me

  • Kelsey Kachur

    Senior Talent Acquisition Partner, CIBC
  • Shannon Mills

    Senior Talent Acquisition Partner, Personal and Small Business Banking, CIBC
  • Timothy Ho

    Director, Practice Standards – National Sales & Practice Excellence, CIBC
22Jun
Wednesday Jun 22, 2022 | 12:00 pm

Financial Professionals Title Protection in Ontario – All You Need to Know

  • Dan Miles

    Dan Miles

    Director of Corporate Communications, FSRA
  • Andrea Foy

    Andrea Foy

    Senior Manager- Market Conduct Policy, FSRA
  • Wendy Horrobin

    Wendy Horrobin

    Head, Licensing and Risk Assessment, FSRA
02Jun
Thursday Jun 2, 2022 | 12:00 pm EST

Professional Incorporation of Advisors or Directed Commissions: Is there a difference and should you care?

  • Sean Shore

    Sean Shore

    Securities, Compliance and Regulatory Counsel, Canadian Compliance & Regulatory Law
  • Phillip Ackers

    Phillip Ackers

    Principal and Founder, Lakeshore Performance Limited
28Apr
Thursday Apr 28, 2022 | 12:00 pm EST

Investing During Inflation: What Advisors Need to Know

  • Filler Image_Bruce Monus

    Bruce Monus

05Apr
Tuesday Apr 5, 2022 | 5:00 pm EST

Canadian Consumer Credit Outlook

  • Brendan LaCerda

    Brendan LaCerda

    Associate Director - Senior Economist Moody's Analytics
  • David Fieldhouse

    David Fieldhouse

    Director - Consumer Credit Analytics Moody's Analytics
19Jan
Wednesday Jan 19, 2022 | 12:00 pm EST

Hiring Managers’ Expectations for New Graduates

  • Jennifer Livingstone

    Jennifer Livingstone

    Senior Manager, Training at RBC Wealth Management
  • Leena Cherian

    Leena Cherian

    Senior Manager, Talent Acquisition at CIBC
  • Lorraine Li

    Lorraine Li

    Senior Manager, Talent Acquisition at CIBC
14Jan
Friday Jan 14, 2022 | 1:00 pm EST

Trade Like A Pro

  • Lloyd Williams

    Lloyd Williams

    Founder, Lloyd Williams Co
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