Select Page
What is Fintech?

What is Fintech?

Fintech                                                                                                           Fintech has been the biggest buzzword in the industry as of late. Find out what it’s all about. If you’ve heard a lot about fintech but you aren’t...
Do I need an advisor?

Do I need an advisor?

The case for working with a financial advisor Over the past twenty years, the availability of information and the accessibility of online investing tools have created a new generation of do-It-yourself (DIY) investors. With the S&P/TSX Composite Index returning...
Women Advisors

Women Advisors

Wanted: Women advisors The financial services industry wants more women to join its ranks. Many companies in the financial services industry are rethinking their approach to women advisors (and investors). This is because a trend is emerging: a growing number of...
Overcoming a lack of Canadian work experience

Overcoming a lack of Canadian work experience

How to overcome lack of Canadian work experience and education credentials to land a job in financial services in Canada Newcomers to Canada often arrive with many valuable skills and work experience from overseas. But it can be daunting when breaking into the...
Course Concepts – Overview of registered plans

Course Concepts – Overview of registered plans

Registered savings plans 101 If you’re thinking about a career in the Canadian financial services industry, you’ll likely need to take at least a few courses. Even if you have some experience in the industry, the first course we recommend for new professionals is the...