Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
Please select this option to search for activities added within the last 60 days.

  • N/A
    2 Credits
    Edmonton

    Financial Finesse for Women in Business

    Mackenzie Investments

    Donna Worthington details her transition from a registered nurse to financial services and discusses ethically appropriate financial planning, what differentiates her service, and her encouragement of ...

  • N/A
    1 Credits
    Toronto

    Tax and Estate Planning for Business Owners

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning details advice on how to effectively decide on a business structure, whether or not to incorporate your business, and advice on growing wealth within a ...

  • N/A
    2 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 3

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    3.5 Credits
    Collingwood

    Mackenzie Collingwood Due Diligence Day 2 Morning

    Mackenzie Investments

    Over the course of three days, Mackenzie Invested hosted their Collingwood Due Diligence conference, inviting advisors to come listen to portfolio managers, investments directors, and executive ...

  • N/A
    1 Credits
    Various Locations

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Frank Di Pietro, AVP of Estate and Tax Planning discusses with advisors the tax benefits associated with charitable giving. He focuses on different types of donations and examples of how charitable ...

  • N/A
    1 Credits
    Ongoing Activity

    Trusts and the High-Net Worth Client

    Mackenzie Investments

    To education advisors how to talk knowledgeably about trusts and how and when to apply the strategy in client situations.

  • N/A
    1 Credits
    various locations

    Intergenerational Tax and Estate Planning

    Mackenzie Investments

    To educate participants some of the key tax and estate planning issues in wealth succession from one generation to the next.

  • N/A
    0.75 Credits
    Various Locations

    Navigating The Era of Uncertainty

    Mackenzie Investments

    To educate advisors: 1) the current bond markets environment, 2) What impact regulatory changes have on credit markets, 3) Ways to navigate this bond market environment, 4) Outlook on central banks, ...

  • N/A
    2 Credits
    Toronto

    Symmetry: Pension Style Investing and Advances in Asset Allocation

    Mackenzie Investments

    Review of Mackenzie's Asset Allocation team and how they bring the advances in asset allocation of leading global pension funds to Canadian Retail Investors. ...

  • N/A
    1 Credits
    Various Locations

    Philanthropy and the Mackenzie Charitable Giving Program

    Mackenzie Investments

    Reviewed incorporating philanthropy into the advisor business through the Mackenzie Charitable Giving Program. Shared how a large percentage of Canadians give to charity, however little planning goes ...

  • N/A
    1 Credits
    Toronto

    Symmetry: Pension Style Investing and Advances in Asset Allocation

    Mackenzie Investments

    Overview of the Symmetry Managed Asset solutions available and the underlying pension-style and asset allocation methodology.

  • N/A
    1 Credits
    Various Locations

    Incorporate Charitable Giving Into Your Practice

    Mackenzie Investments

    Presentation with advisers the tax benefits associated with charitable giving including the different types of donations and examples of how charitable donations can benefit the strength of many ...

  • N/A
    1.5 Credits
    Toronto

    Taking A Step Back: Strategically Thinking About Your Business

    Mackenzie Investments

    The presentation highlights the importance of having a overarching strategic plan that governs an adviser's business ensuring that the day to day activities align with those strategic initiatives. ...

  • N/A
    4.5 Credits
    Toronto

    Mini Due Diligence - Nov 2016

    Mackenzie Investments

    An interactive session with Mackenzie's Investment Management and Tax & Estate teams at Mackenzie's head office. The presentations included Phil Taller, Paul Musson, Ome Saidi, Dina DeGeer & David ...

Showing 1 - 15 of 94 total records