Tuesday, October 8, 2019
Toronto Reference Library (Yonge and Bloor)
Today’s competition for high-net-worth clients is intense and the financial landscape is continuing to evolve. Enhancing your skill set, knowledge and ability is crucial to set yourself apart from other financial professionals. On October 8, we will be discussing the aspects that make up an Exceptional Advisor, with focused sessions on investments, wealth, retirement, tax, and ethics.
Chief Investment Officer
Dynasty Financial Partners
Membership is an invitation to excel in a highly challenging profession. Our advanced education and certifications enable you to give your clients the highest-quality advice and service.