CSI Live

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

Technology equips us with a variety of tools to help navigate the various aspects of relationship management and business development, but as the modes of communication continue to evolve, so must our ability to connect. Particularly in client-facing industries like financial services, and in today’s modern work setting which considers the notable shift to remote work, there is a growing need for professionals with strong interpersonal skills. Active listening, problem-solving, written communication skills, and understanding social and cultural cues are some of the most sought-after skills in today’s job market and given that relationships are established across a variety of...
  • 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
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In partnership with the Rotman School of Management, CSI will be hosting an introductory webinar to explore the new Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management program. The four day symposium offers a mix of academic insight based on the latest research and practical experience in client specialization, human and family dynamics, wealth management strategies, legacy planning and growth. Join Walid Hejazi, Professor, International Business at Rotman School of Management and Academic Director of Executive Programs and Tiffany Harding, AVP, Head of Practice Management and Wealth Planning Services at Manulife, for a discussion on how today’s financial climate is changing...
  • 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
Learn More

On-Demand Webinars

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 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
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
Friday Jan 14, 2022 | 1:00 pm EST

Trade Like A Pro

  • Lloyd Williams

    Lloyd Williams

    Founder, Lloyd Williams Co
Wednesday Nov 10, 2021 | 12:00 pm EST

Investors’ Guide to Digital Assets

  • Victor Li

    Victor Li

    Investor, Researcher, and Educator for Digital Assets, York University
  • Wei Xie

    Wei Xie

    Director, Co-Head of Multi-Strategy Investments, Capital Markets Group, OPTrust
  • Shaum Cumby

    Shaun Cumby

    Chief Executive Officer, Arxnovum Investments Inc.
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