Speeches + Presentations
2018
Mental Health and the Financial Advice Relationship
(November 15, 2018)
e-signatures - Where we are and where we are going
(November 15, 2018)
Operational Tax Update
(November 15, 2018)
Fundserv Update
(November 15, 2018)
Regulatory Update
(November 15, 2018)
Operations Working Group Update
(November 15, 2018)
Accounting Roundup - Cryptocurrencies, NAV Error, IFRS 9 and Alternative Funds
(September 27, 2018)
Proposed Tax Reforms to Promote International Competitiveness in Canada’s Asset Management
(September 27, 2018)
Tax Considerations for Investing in Foreign Entities
(September 27, 2018)
Presentation: Elder-friendly Practices
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
(July 12, 2018)
(November 15, 2018)
(November 15, 2018)
(November 15, 2018)
(November 15, 2018)
(November 15, 2018)
(November 15, 2018)
(September 27, 2018)
(September 27, 2018)
(September 27, 2018)
This presentation provides practical guidance for having elder-friendly client meetings and conversations.
(July 12, 2018)