Courses
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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.
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$49.00What’s New with Pensions in the Small Business World?
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$50.00Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor
This course will detail the non-traditional view to money management that many investment advisors don’t want to talk about.
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$49.00Accountant’s Professional Liability and Risk Management
In his presentation, Accountant’s Professional Liability and Risk Management, James will speak about managing risk of professional liability exposure and complaints to CPA Ontario from the perspective of a civil litigator.