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.

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May Distinguished
Advisor Workshop:

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.

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Financial E-Books

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!

 

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Knowledge Bureau Report

Do you want the latest tax and financial news direct to your inbox? Sign up up for the Knowledge Bureau Report - free!

 

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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

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