The premier CE destination for Canada's financial and insurance professionals

Intergenerational Wealth Transfer in High-Conflict Families

The greatest wealth transfers are expected to take place over the upcoming years. At this session, learn about ways you can set your clients up for success and ensure their wealth lasts for generations to come.

Global Economy: Impact on Canadian P&C Industry

The Canadian P&C industry reported impressive 2021 financial results, but is facing global economic headwinds. Join Canadian Underwriter panellists in discussing the impact of supply chain disruption (closed borders and Ukraine war) on claims costs, as well as how interest rates and rising inflation will affect the industry's bottom line. Will the industry avoid the "stagflation" we experienced in the 70s, or the recession conditions of the early 90s? Also, is the impact of social inflation reaching north of the border? Find out when we discuss the impact of the global economy on the Canadian P&C industry. 

 

Understanding Client-Focused Reforms: A Review of Advisors' Obligations

Daniel Kratochvil, chief compliance officer with Agora Dealer Services Corp., explains the client-focused reforms.

In this video, Kratochvil expands on the conflicts-related reforms as well as those related to KYC, KYP, suitability and relationship disclosures. Using an advisor-centric viewpoint, he provides practical examples to consider for your practice.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability. 

Technology ABCs for Managing the XYZs

We are in the middle of a historic $68-trillion intergenerational wealth transfer. The way advisors manage boomer clients will not automatically resonate with generations X, Y and Z. Advisors have a once-in-a-career opportunity to not only retain assets but significantly grow their businesses by acquiring a new generation of clients. 

This webinar will provide insights on:

• the expectations of generations X, Y and Z for their advisors
• how these generations' interactions with advisors differ from those of boomers
• the technology available to bridge the expectations gap

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.