Consumers without Credit:  Home Trust Helps Advisors Understand New Needs

Debt-to-disposable income levels in Canada is very high, according to Statistics Canada. The figure recently edged down to 177.1% from 177.5% but it still means that Canadians owe $1.77 for every $1.00 in disposable income. It’s a big topic for discussion at year end planning meetings with clients, covered at the November CE Summits national tour November 2-6, by new sponsor, Home Trust.

We are pleased to welcome to this CE workshop, Christina Fazio, who is Home Trust’s Senior National Business Development Manager. She will be joining Knowledge Bureau’s President Evelyn Jacks along with guest speakers Doug Nelson B.Comm.(hons.), CFP, CLU, MFA, CIM, RWM and Larry H. Frostiak, FCPA, FCA, CFP, TEP at the Fall CE Summits . Learn more about the speakers by visiting the detailed agenda . These workshops will be taking place on November 4 in Winnipeg, November 5 in Toronto, November 6 in Calgary, and November 7 in Vancouver.

Christina’s session will discuss the unique segment of the Canadian marketplace that Home Trust is focused on: consumers who do not have traditional credit backgrounds and whose specific needs are not met by larger financial institutions.

There are competitive GIC solutions that Canadians from coast to coast should be taking advantage of as part of their investment strategies. Tax and financial advisors will have the opportunity to learn more about fixed-income investment products, GIC portfolio strategies and compliance requirements for GICs.

Register before October 15 to take advantage of early-bird rates. These workshops are ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances.

Professionals may earn: 10 CE/CPD credits (3.5 non-verifiable CE/CPD credits, 6.5 verifiable CE/CPD credits). You can also participate in networking opportunities to build relationships across the financial services industry.

Additional educational resources: Prefer to study online? Enrol today to become a DFA-Tax Services Specialist™.

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