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  • Be a Better Advisor This Year

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  • The Client’s Best Interest: Insights and Ideas for Action

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  • Be the Better RRSP & TFSA Advisor

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  • A Big Issue: Your Older and Aging Clients and Their Mental Capacity

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  • 30 Credits: The Big Package

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  • 15 Credits: The Business of Insurance Package

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  • The CPP Question: When to Start the Retirement Pension?

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  • The 30-credit CIM® PD/Compliance/Ethics CE Package 2026-2027

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  • 20-Credit: The CIRO: ID Professional Development (PD) Credits CE Program 2026-2027

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  • The 30-credit CLU/Financial Planner Designation Package

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  • 30 Credits: The CLU®/PFA™ Pre-approved Package

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  • COMPLAINT HANDLING and AVOIDANCE for Life agents, CFPs/QAFPs, MFD, and ID (formally IIROC) registrants

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  • Recognizing and Managing Financial Conflicts of Interest

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  • Manage and Resolve Conflict

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  • The Contribution of the Will to Estate Planning

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  • Countdown to Retirement

    Countdown to Retirement

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