Uncategorized

CFDS-AA: Laura Abrams, Oshawa, ON

Posted on January 21, 2023 (January 21, 2023) by grow@peopleorchard.com

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

Webinar Reminder for next week: Complaints and Protecting Your Practice

Posted on January 18, 2023 by grow@peopleorchard.com

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 […]

Recent CFDS Graduate: Kimberly Rideout

Posted on January 14, 2023 (January 14, 2023) by grow@peopleorchard.com

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

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

Posted on January 11, 2023 (January 15, 2023) by grow@peopleorchard.com

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 […]

Investment Tribes and the Rise of Social Trading

Posted on January 9, 2023 (January 9, 2023) by grow@peopleorchard.com

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

Happy New Year!

Posted on January 1, 2023 (January 5, 2023) by grow@peopleorchard.com

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 […]