With a deficiency of financial literacy education in schools, some advisors are taking matters into their own hands by teaching children directly about money matters […]
Read More… from Why financial literacy needs to be tied to kids’ real lives to sink in
Primer on investor evolution with securities, fintech, social, crypto, trading, stocks, brokerages, influencers, $Cashtags […]
Read More… from Investment Tribes and the Rise of Social Trading
Jan 1, 2023
It’s been two years since the Institute of Divorce Financial Analysts (IDFA) in the US came to us requesting the transfer of their Canadian members so they could leave the Canadian market […]
Read More… from Happy New Year!
Recent CFDS Graduate: Matthew Arthur
Congratulations to Matthew Arthur, a recent Chartered Financial Divorce Specialist (CFDS) graduate
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Read More… from Recent CFDS Graduate: Matthew Arthur
Quantum computer speed and power is moving to have a profound impact on the financial industry […]
Read More… from Quantum Banking: The next leap in Financial Services
Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business. […]
Read More… from CFDS Webinar: Complaints and Protecting Your Practice
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Caroline Cranston, Calgary AB
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Read More… from CFDS-AA: Caroline Cranston, Calgary AB
Use this handy list of tax numbers as a quick reference […]
Read More… from Essential Tax Numbers: Updated for 2023
who enlightened our CFDS group on the key facts needed for selling a property during separation or divorce […]
Read More… from Thanks to Michael Shuster
Rosa Maria Alvarez has received the Queen’s limited-edition commemorative pin and a local certificate of recognition from Dufferin-Caledon MP Kyle Seeback for exceptional community service. […]
Read More… from Rosa Maria Alvarez receives Platinum Jubilee Pin for Dufferin-Caledon