Earn Your Designation
Join a national network of highly qualified specialists who manage the Real Wealth of Canadians by earning a Master Financial Advisor or Distinguished Financial Advisor-Specialist designation.
Audit Defense Bootcamp - The Rules of the Game:
These workshops in May are a must-attend for anyone who wants to learn more about effectively preparing for audits, re-assessments, or learning financial presentation skills.
Visit Canada's Best Financial Bookstore for best-selling titles in e-book format so you can enhance your financial knowledge on a plane, in the car, on the beach... or anywhere you like!
Knowledge Bureau Report
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2013 Distinguished Advisor Conference
November 10 - 13, 2013
Financial thought leaders will meet in Ojai, California to explore the theme Back to the Future: Collaborative Wealth Management
- May 23: Audit Defence Bootcamp – The Rules of the Game (Calgary)
- May 24: Audit Defence Bootcamp – The Rules of the Game (Vancouver)
- May 27: Audit Defence Bootcamp – The Rules of the Game (Toronto)
- Jun 1: Attorney School (Winnipeg)
- Nov 1: Corporate Tax Bootcamp (Winnipeg)
- Nov 4: Corporate Tax Bootcamp (Toronto)
- Nov 5: Corporate Tax Bootcamp (Calgary)
- Nov 6: Corporate Tax Bootcamp (Vancouver)
- Nov 10: 2013 DAC Conference (Ojai, California)
- Jan 14: Personal Tax Bootcamp (Winnipeg)