New Trust Tax Reporting Rules – Are You Ready?
September 19, 2023Rick Singh, CRS Financial Wealth Management
May 16, 2023Nicole Garton, Heritage Trust
January 17, 2023Ian Lusher, Genus Capital Management & Natasha Knox, Alaphia Financial Wellness
November 15, 2022Assessing Client Values and Implementing a Values-Based Investment StrategySurinder Makkar – Avocis Tax Group
September 20, 2022Dan Levitt, Tabor Village
September 22, 2020Arlene H. Henry, QC
March 10, 2020Bryan Yu, Central 1
January 21, 2020Panel Discussion by Sonia Parmar, Lilian Cazacu, Linson Chen
November 19, 2019Sharon Hartung, Your Digital Undertaker
September 19, 2019Chris George, PlayCheques Financial Solutions
May 21, 2019Blake Bromley, Benefic Lawyers
March 12, 2019Calista Cheung, Bank of Canada
January 15, 2019Sukhminder Virk, Lindsay Kenney LLP
November 20, 2018