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Please select this option to search for activities added within the last 60 days.

  • N/A
    1 Credits
    Ongoing Activity

    2016 Budget and Tax Review

    DYNAMIC FUNDS

    This special webcast features Canadian tax expert and author Evelyn Jacks who will analyze the 2016 federal budget and explain how you and your clients may benefit this tax season and beyond. The ...

  • N/A
    1 Credits
    Ongoing Activity

    2016 fixed income outlook

    DYNAMIC FUNDS

    The Dynamic Fixed Income Team hosts a webcast to provide their views and thoughts on the environment for fixed income in 2016. Portfolio Managers, Michael McHugh, Domenic Bellissimo, Dan Yungblut ...

  • N/A
    1 Credits
    Ongoing Activity

    2017 Budget and tax review

    DYNAMIC FUNDS

    Presented by Evelyn Jacks, President, The Knowledge Bureau This special webcast highlights the latest tax changes in this year's federal budget. Learn about the changes and their implications for ...

  • N/A
    8 Credits
    Ongoing Activity

    A Compliance Framework for Seniors’ Issues

    DYNAMIC FUNDS

    This course will focus on key elements of compliance and its implications for advisors and their senior clients. The advisor will learn what compliance issues and concerns face seniors and how they ...

  • N/A
    1 Credits
    Ongoing Activity

    Aging Across the Generations: Seeing the Bigger Picture

    DYNAMIC FUNDS

    When changes in health occur in your clients or their older family members, it can lead to profound financial, legal and care challenges, and take an emotional toll on everyone involved. As a trusted ...

  • N/A
    3 Credits
    Ongoing Activity

    Buying and selling a book of business

    DYNAMIC FUNDS

    This course provides an overview of the importance of Succession planning, a major issue for everyone involved in the industry. Advisors will receive an educational overview of considerations when ...

  • N/A
    1 Credits
    Ongoing Activity

    Buying or Selling a Book of Business

    DYNAMIC FUNDS

    Advisors will have a better idea whether they are a buyer or a seller the many issues to consider. According an article published by Investment Executive in Sept 2012, less than 17.7% of advisors with ...

  • N/A
    1 Credits
    Ongoing Activity

    Capacity Planning for Business Owners

    DYNAMIC FUNDS

    To business owners, making sure their business runs smoothly is very important, yet one very crucial area that is often overlooked is planning for unexpected incapacity. This course focuses on the ...

  • N/A
    1 Credits
    Ongoing Activity

    Challenged Markets

    DYNAMIC FUNDS

    In this Dynamic Strategy Team's quarterly webcast, Myles Zyblock, Chief Investment Strategist and head of Dynamic's Strategy Team, provides an update on his market views as we begin the new year. ...

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 1

    DYNAMIC FUNDS

    Separation and divorce have extensive emotional and financial implications. The value of financial advice at this time can be a critical factor in determining a client’s future lifestyle ...

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 2

    DYNAMIC FUNDS

    This presentation will explore the often confusing and contradictory world of divorce. Separating couples have a number of methods they can use to resolve their differences and arrive at a mutually ...

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 3

    DYNAMIC FUNDS

    Learn more about the impact separation or divorce has on family finances from the federal government perspective from Linda Cartier, President and chief trainer for the Academy of Financial Divorce ...

  • N/A
    1 Credits
    Ongoing Activity

    Creating Retirement Income – Module 1

    DYNAMIC FUNDS

    Daryl Diamond is quickly gaining notoriety throughout the financial services industry as “the” Canadian expert in the Retirement Income Planning area. Traditionally advisors have placed an ...

  • N/A
    1 Credits
    Ongoing Activity

    Creating Retirement Income – Module 2

    DYNAMIC FUNDS

    Module 2 continues with the case study and discusses the use of the Fixed Distribution Strategy as an investment solution for Jack and Diane.  A strategy they can easily understand and “buy ...

  • N/A
    1 Credits
    Ongoing Activity

    Creating Retirement Income – Module 3

    DYNAMIC FUNDS

    In modules One and Two we have determined the required cash flow needs to meet our client’s lifestyle objectives. Through the “layering” process we have employed, we have also structured which ...

Showing 1 - 15 of 105 total records