The premier CE destination for Canada's financial professionals

2019 Outlook

In this presentation, Capital Group investment professionals share their 2019 outlook on markets and economies: 

 

• Is the next recession looming? 
• Will international equities continue to disappoint investors? 
• How should you approach fixed income? 

 

 

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

Special Needs & Disability Estate Planning

This presentation cements Ken Pope as one of the foremost experts in the field of Estate Planning for people with disabilities in Canada.

If any of your clients have a child or grandchild living with a disability, then this presentation is a must to better understand how you can help your clients plan for their children's future.  Learn about the government programs, and the planning tools at your disposal from the expert!