CFDS-AA: Laura Abrams, Oshawa, ON

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Laura Abrams, Oshawa, ON

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Laura Abrams, Oshawa, ON […]

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Webinar Reminder for next week: Complaints and Protecting Your Practice

CFDS Webinar Complaints and Protecting Your Practice Muriel Moscovich CPA Claims

Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business […]

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Recent CFDS Graduate: Kimberly Rideout

Congratulations to Kimberly Rideout, a recent Chartered Financial Divorce Specialist (CFDS) graduate

Congratulations to Kimberly Rideout, a recent Chartered Financial Divorce Specialist (CFDS) graduate […]

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Why financial literacy needs to be tied to kids’ real lives to sink in

Why financial literacy needs to be tied to kids’ real lives to sink in Deanne Gage Globe & Mail

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 […]

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Investment Tribes and the Rise of Social Trading

Investment Tribes and the Rise of Social Trading

Primer on investor evolution with securities, fintech, social, crypto, trading, stocks, brokerages, influencers, $Cashtags […]

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Happy New Year!

Happy New Year AFDS CFDS

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 […]

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Recent CFDS Graduate: Matthew Arthur

Matthew Arthur CFDS 2022 Ottawa ON

Recent CFDS Graduate: Matthew Arthur
Congratulations to Matthew Arthur, a recent Chartered Financial Divorce Specialist (CFDS) graduate
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Quantum Banking: The next leap in Financial Services

quantum banking and financial services

Quantum computer speed and power is moving to have a profound impact on the financial industry […]

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CFDS Webinar: Complaints and Protecting Your Practice

CFDS Webinar Complaints and Protecting Your Practice Muriel Moscovich CPA Claims

Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business.  […]

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CFDS-AA: Caroline Cranston, Calgary AB

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Caroline Cranston, Calgary AB

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Caroline Cranston, Calgary AB
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