Real Wealth Manager Certificate: Helping you reach for the heights
How do you rise above the disruption of technology and realign your value proposition with the values of your prospective new clients and the demands of your current book?
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Last chance! Enter the Financial Trivia Contest to Win Free Registration to the DAC
How’s your luck? Give it a try for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC.
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DAW: Cross Border Tax and Continuity Planning with Business Owners On Tap
The Federal Budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. With so many businesses poised to change hands soon, advisors must be thinking about preparing the next generation of leaders for the new economy, despite disruptive trends and significant tax changes. The continuity, and even survival, of these companies could depend on your help.
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