by Adam Malczewski | Jun 6, 2023
First Home Savings Accounts (FHSAs) On December 15, 2022, Bill-C32 to implement the First Home Saving Account (FHSA), received Royal Assent. The FHSA is a new tax-advantaged savings vehicle that became available on April 1, 2023. This course covers the detailed rules...
by Adam Malczewski | Mar 29, 2023
Anti-Money Laundering and Terrorist Financing (AMLTF) 201 This continuing education (CE) course educates students about anti-money laundering and terrorist financing (AMLTF), identifying clients, red flags, high-risk accounts, and high-risk transactions, reporting,...
by Adam Malczewski | Mar 29, 2023
Anti-Money Laundering and Terrorist Financing (AMLTF) 101 This continuing education (CE) course educates students about money laundering, terrorist financing, and the important role that registered individuals and other personnel play in the detection and prevention...
by Adam Malczewski | Mar 29, 2023
Retirement: Registered Plans Financial advisors need to take tax implications into consideration when building decumulation plans for their clients. Being able to point out tax-saving strategies is a value-added service clients will need and appreciate. RRIF...
by Adam Malczewski | Mar 29, 2023
Millennials – Debt Management Strategies Debt repayment is a number one goal for many Canadians and it has been for many years. Now, in light of the pandemic crisis, debt management is a priority and a matter of financial survival for many investors, retirees,...
