VANTAGE BREAKFAST SERIES |
May 9 > Toronto
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For thought leaders in wealth management
Register by May 7
Register
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ONLINE STUDIES: SPRING 2019
Continuous intake; start anytime.
30 CE/CPD credits |
Study Session:
March 16 to June 15

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Choose Your Next Online Course: RWMTM, MFATM
or DFA - Tax or Bookkeeping Services SpecialistTM Program.
Start today!
Register
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CE SUMMIT: SPRING 2019
10 CE/CPD credits |
May 28 > Winnipeg
May 29 > Calgary
May 30 > Vancouver
June 4 > Toronto
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Theme:
POST BUDGET - Action Strategies for Tax and Financial Advisors.
Early Registration Deadline: May 15, 2019
Register
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BUSINESS BUILDER RETREAT
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June 19 to 20 > Winnipeg |
Designed especially for entrepreneurial leaders, this very unique experience focuses on the special skills required to meet responsible challenges of business life in an era of great disruption, while at the same time striving for balance and good health as an individual. It is an educational event suitable for business leaders,owner-managers and executives in any industry.
Early Registration Deadline: May 31
Register
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ONLINE STUDIES: SUMMER 2019
Continuous intake; start anytime.
30 CE/CPD credits |
Study Session:
June 16 to September 15

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Choose Your Next Online Course: RWMTM, MFATM
or DFA - Tax or Bookkeeping Services SpecialistTM Program.
Early Registration Deadline: September 15, 2019
Register
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CE SUMMIT: FALL 2019
10 CE/CPD credits |
November 4 > Winnipeg
November 5 > Toronto
November 6 > Calgary
November 7 > Vancover
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Theme: Year-End Planning for Investors and Small Businesses
Early Registration Deadline: October 15
Register
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BUSINESS BUILDER RETREAT
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November 9-10 > Puerto Vallarta, Mexico
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Designed especially for entrepreneurial leaders, this very unique experience focuses on the special skills required to meet responsible challenges of business life in an era of great disruption, while at the same time striving for balance and good health as an individual. It is an educational event suitable for business leaders,owner-managers and executives in any industry.
Early Registration Deadline: September 15
Register
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DISTINGUISHED ADVISOR CONFERENCE 2019 |
November 10-13 > Puerto Vallarta, Mexico |
Theme: Powerful Competition: The Secret to Economic Resilience
Early Registration Deadline: September 15, 2019
Register
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CE SUMMIT: Winter 2020
10 CE/CPD credits |
January 16 > Winnipeg
January 20 > Toronto
January 21 > Ottawa
January 22 > Calgary
January 23 > Edmonton
January 24 > Vancover
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Theme: Advanced 2019 Personal Tax Update
Early Registration Deadline: January 10, 2020
Register
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