Thursday, June 23 2016 | 8:45 AM – 12:30 PM
Toronto Region Board of Trade
Register: http://bit.ly/1TuXhx1
CRM2 is affecting the way Canadian advisors do business. Join S&P DJI and leading wealth management practitioners to explore different allocation-based strategies that can help draw out opportunity in this shifting regulatory environment.
Topics will include:
- Market outlook and potential global investment opportunities for Canadian advisors from keynote speaker Robert Palombi, Managing Director at S&P Global Ratings Canada
- Shifting focus from individual security selection to asset allocations more closely aligned with client objectives
- Drawing opportunity from recent innovations in the income and retirement space
- Analyzing the benefits of long-term value as a core holding: what can financial advisors learn from their institutional counterparts?
Accepted for 3-hour CFA® credit
Pending CFP®, CIMA® credit approval