Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:
The Financial Literacy Collection provides foundational knowledge in personal financial management, equipping professionals to better educate and guide clients through everyday money decisions. This program strengthens advisory relationships by building understanding, confidence, and long-term financial discipline. By enhancing client understanding, you can help to build advisory trust.
The New Federal Budget is being tabled on November 4. Fortunately full analysis will be available the next day for tax and financial professionals at the November 5, 2025 CE Savvy Summit. Register now: this live virtual event, Year-End Tax Planning for Investors and Business Owners, delivers timely analysis alongside practical strategies for optimizing 2025 year-end results.
The Acuity Conference for Distinguished Advisors isn’t just about education. it’s about connection. Alongside world-class keynotes and CE sessions, delegates will enjoy an outstanding line-up of networking experiences designed to celebrate excellence and build lasting professional relationships in an unforgettable setting.
In a profession where knowledge quickly evolves and client needs never stop, financial advisors need education that is practical, flexible, and credible. That’s exactly what CE Master Micro-Credentials deliver.
Big news from Ottawa: the federal government has announced that the next Federal Budget will be tabled on November 4. For professionals in tax, accounting, and financial services, this is a critical moment to understand what’s changing and how to respond before year-end.
Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:
The Financial Literacy Collection provides foundational knowledge in personal financial management, equipping professionals to better educate and guide clients through everyday money decisions. This program strengthens advisory relationships by building understanding, confidence, and long-term financial discipline. By enhancing client understanding, you can help to build advisory trust.
The New Federal Budget is being tabled on November 4. Fortunately full analysis will be available the next day for tax and financial professionals at the November 5, 2025 CE Savvy Summit. Register now: this live virtual event, Year-End Tax Planning for Investors and Business Owners, delivers timely analysis alongside practical strategies for optimizing 2025 year-end results.
The Acuity Conference for Distinguished Advisors isn’t just about education. it’s about connection. Alongside world-class keynotes and CE sessions, delegates will enjoy an outstanding line-up of networking experiences designed to celebrate excellence and build lasting professional relationships in an unforgettable setting.
Big news from Ottawa: the federal government has announced that the next Federal Budget will be tabled on November 4. For professionals in tax, accounting, and financial services, this is a critical moment to understand what’s changing and how to respond before year-end.
