Explore the fundamentals of the Canadian taxation system, its impact on investment management, and strategies to optimize after-tax returns.
Explore the significance of fee-based accounts in the modern financial landscape, their types, benefits for high-net-worth clients, and regulatory considerations.
Explore the structured approach to financial planning for retail clients, emphasizing the importance of ethics and standards of conduct in building trust and professional relationships.
Explore the essential features and types of fixed-income securities, their role in investment portfolios, and the Canadian fixed-income marketplace.
Explore the essential role of capital markets in the Canadian economy, including financial instruments, market operations, and the impact of economic shifts.
