November 8, 2021

10:45AM - 2:45 PM EST


Top Advisors

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
  • Liz Shook, Co-Founder, COO, SHOOK Research
  • Pablo Fuchs, Editor, Globe Advisor, The Globe and Mail
  • Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC
  • Laura Barclay, Vice-President and Senior Portfolio Manager, TD Bank Private Investment Counsel
  • Jay Smith, First Vice-President, Portfolio Manager, Investment Advisor, CIBC Wood Gundy
  • Deborah Debas, Responsible Investment Specialist, Desjardins Wealth Management
  • Ian Riach, Senior Vice-President, Portfolio Manager, Franklin Templeton Investment Solutions


CE Credits Available

  • Market Risks and Opportunities
  • Inflation in Focus
  • Income Strategies in a Low-Interest World
  • Building a Successful Team
  • Success Strategies – Insights from Canada's Top Wealth Advisors
  • ESG and HNW – Keeping pace with growing interest
  • Tax Planning in the 2020s – Preparing for changes ahead
  • Service Model of the Future – Tactics to thrive in a changing industry