Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

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

  • N/A
    1 Credits
    Various Locations

    2016 Federal Budget Analysis

    Mackenzie Investments

    To provide the following educational information to the audience: Economic & fiscal Overview Personal Tax Measures Business Tax Measures

  • N/A
    1 Credits
    Various

    2017 Federal Budget Analysis and RDSP Update

    Mackenzie Investments

    2017 Federal Budget: 1. Measure For Investors 2. Personal Tax Measures 3. Donor Tax Measures 4. Business Tax Measures

  • N/A
    1 Credits
    Ongoing Activity

    2017 Federal Budget Webcast

    Mackenzie Investments

    Frank Di Pietro, Curtis Davis, Todd Mattina and Carol Bezaire discuss the most recent updates from the 2017 Federal Budget and provide an overview on the potential impacts and changes made. ...

  • N/A
    2.25 Credits
    Various

    2017 Mackenzie Investments Due Diligence (AM)

    Mackenzie Investments

    The Mackenzie one day Due Diligence conference covered a variety of material including: 1. Fixed Income Investing - Listed Securities & Mutual Funds 2. TOBAM Investing 3. Mackenzie ETFs ...

  • N/A
    0.75 Credits
    Various

    2017 Mackenzie Investments Due Diligence (PM)

    Mackenzie Investments

    The Mackenzie one day Due Diligence conference covered a variety of material including: 1. Alternatives Investing

  • N/A
    2.75 Credits
    Ongoing Activity

    2017 Mackenzie Investments Due Diligence Day 1 - Afternoon (2)

    Mackenzie Investments

    Advisors sat in on a plethora of seminars discussing investment management, global investing for the long terms and Mackenzie Products

  • N/A
    2.5 Credits
    Montreal

    2017 Mackenzie Investments Due Diligence Day 1 - Morning

    Mackenzie Investments

    The participants were given deeper understandings on the current trends and received updates to the respective funds of each professional, and also given outlines to the process and philosophies of ...

  • N/A
    5.5 Credits
    Whistler

    2017 Mackenzie Whistler Due Diligence Conference Day 1

    Mackenzie Investments

    The Mackenzie whistler Due Diligence Conference covers a variety of material including: 1. Global economic overview, 2) TOBAM Investing, 3. Regulatory update, 4. North American investing, 5. ...

  • N/A
    3.5 Credits
    Ongoing Activity

    2017 Mackenzie Whistler Due Diligence Conference Day 2

    Mackenzie Investments

    The Whistler Day 2 Conference provides a variety of topics: 1) Dividend Equity Investing, 2) Global Investing for the Long Term, 3) US Mid Cap Investing, 4) Fixed Income Investing, 5) SRI Balanced ...

  • N/A
    1 Credits
    Ongoing Activity

    Alternatives Investing

    Mackenzie Investments

    Matthew Cardillo presented the unique exposure to non-traditional asset classes and how the alternatives fund is a unique and diverse liquid-alternatives solution for today's market. A few questions ...

  • N/A
    1 Credits
    various location

    American in Canada

    Mackenzie Investments

    This module outlines current rules and tax implications advisors will encounter when dealing with foreign assets, accounts and passive income for American Citizens living in Canada. It aims to ...

  • N/A
    0.75 Credits
    Toronto

    Asset Allocation, Macroeconomic Themes: Todd Mattina

    Mackenzie Investments

    Chief Economist and Strategist Todd Mattina, Ph. D., sheds light on current macroeconomic trends, including the current low rate, low inflation and low growth environment. Mattina shares his views on ...

  • N/A
    1 Credits
    various location

    Big opportunities with Canadian Small Caps

    Mackenzie Investments

    To provide an overview of the Canadian small cap space. Review the Counsel small cap mandate, and opportunities in the micro cap space. Outlook for Canadian small caps. ...

  • N/A
    1 Credits
    Toronto

    Canada's High Net Worth Market

    Mackenzie Investments

    Paul Allan discusses the current state of Canada's High Net Worth market and details the Mackenzie Private Wealth Counsel, which is a boutique high net worth wealth management platform for independent ...

  • N/A
    1 Credits
    Toronto

    Capital Markets Review: 2016 Q1 Update

    Mackenzie Investments

    Alex Ayala, District Vice President, Retail Sales, gives an update of the key market & economic indicators, insights and strategies relevant throughout Q1 of 2016. ...

Showing 1 - 15 of 115 total records