Courses
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$39.00Best Practices in Virtual Business Development and Marketing: How to Effectively Find and Acquire New Clients in The Age of COVID-19
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Bridging the Generational Gap
In this course, we will use current research to identify potential areas of misconceptions between generations and implement tools to increase understanding and communication across our diverse generational team members.
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$75.00The Great Debate: IPPs vs. PPPs
What’s all the fuss about IPPs and PPPs? Ever wondered what they are, how they are truly different, and which is the best for and/or your clients?
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$69.00Alternative Investing in Uncertain Times
While Canadian CPAs and Investors are familiar with Traditional Investments such as cash equivalents, GICs, bonds, equities, real estate, far fewer are familiar with private debt and private debt options - broadly called “Investment Alternatives”.
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$44.00Tax Smart Investing for Business Owners
Join Tina Tehranchian of Assante Capital Management Ltd. for an analysis of the complexities of business succession planning. We will explore the alternatives available to business owners to minimize tax on their investments and grow their wealth.
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$198.00The Complete Guide to All Your Investing Options
This new course will show you all the different options you have when it comes to investing your money. It will cover 10 different types of accounts with a whole range of different investment strategies.