Technology is helping CRA ensure […]
Read More… from Strict Rules Get Even Tighter from CRA For Changes To Support
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Technology is helping CRA ensure […]
Read More… from Strict Rules Get Even Tighter from CRA For Changes To Support
We are excited to have Dr. Tina Sinclair as our presenter for this month’s webinar to providing […]
Read More… from CFDS Webinar: Diffusing Professional Team Mine Fields
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Laura Abrams, Oshawa, ON […]
Read More… from CFDS-AA: Laura Abrams, Oshawa, ON
Muriel Moscovich of CPA Claims will be presenting how to put practices in place to protect your business […]
Read More… from Webinar Reminder for next week: Complaints and Protecting Your Practice
Congratulations to Kimberly Rideout, a recent Chartered Financial Divorce Specialist (CFDS) graduate […]
Read More… from Recent CFDS Graduate: Kimberly Rideout
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
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
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