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 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
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
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.
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
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
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
Thursday Apr 28, 2022 | 12:00 pm EST

Investing During Inflation: What Advisors Need to Know

  • Filler Image_Bruce Monus

    Bruce Monus

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
1 2 3 4 5
44 Results Found


The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, and the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.