Join Stephen Cheng, Westcoast Actuaries presenting this month’s CFDS webinar […]
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CFDS Webinar: Pensions, Benefits & IPP Plans – During Separation/Divorce
Tag: Chartered Financial Divorce Specialists
CFDS Webinar: Diffusing Professional Team Mine Fields
We are excited to have Dr. Tina Sinclair as our presenter for this month’s webinar to providing […]
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Thank you Muriel Mosovitch LLB of CPA Professional Liability Plan Inc.
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 […]
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Webinar Reminder for next week: Complaints and Protecting Your Practice
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 […]
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Why financial literacy needs to be tied to kids’ real lives to sink in
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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Happy New Year!
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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CFDS Webinar: Complaints and Protecting Your Practice
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
[…]
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