Canadian Securities Institute

AI is set to drive major enhancements in financial services, impacting everything from customer interactions to portfolio management and product development. What does that entail for financial advisors and their client interactions?   Join us for Ask Us Anything: GenAI and the Road Ahead for Advisors with Moody’s Analytics experts Ari L., General Manager of Predictive Analytics & AI, and Rui Barreto PFP, RRC, Director of Third Party Risk Solutions as they tackle the pressing questions on every advisor’s mind:   👨💻 How will GenAI impact job security? 👥 What changes can advisors expect in client interactions? 💁♀️ How will GenAI redefine essential skills for effective financial planning?   Save your seat today: https://lnkd.in/ekgigFTK   #AIinFinance #GenAI #GenerativeAI #AIforAdvisors #FinancialPlanning #WealthManagement #FreeWebinar #FinancialLiteracy #FinancialLiteracyMonth

Today, we pause to honour and remember the courage, resilience, and sacrifices of those who have served and continue to serve our country. Let us take a moment to reflect, express our gratitude, and pledge to carry forward their legacy. #RemembranceDay #LestWeForget

Behind every financial decision is a blend of emotions and biases that shape our future. For financial services leaders, understanding these dynamics is critical to creating meaningful client interactions and understanding investor protections.   Join us for our free webinar, Prioritizing People: How Behavioural Insights Impact Financial Services, where we’ll explore how behavioural insights are transforming advisory and regulatory practices with industry experts: 🎙 Shannon O'Malley – Director, Member Experience Design, Meridian Credit Union 🎙 Tanjim Hossain – Chair, Department of Management, University of Toronto, Mississauga & Director, BEAR 🎙 Meera Paleja, PhD – Program Head, Research and Behavioural Insights, Ontario Securities Commission Save your spot now: https://lnkd.in/dq7BcDc5 #FinancialServices #FinancialLiteracy #BehaviouralFinance #BehaviouralEconomics #FinancialPlanning #WealthPlanning #InvestmentPlanning #FinancialRegulation #InvestorProtection

By 2031, over 600,000 Canadians will need long-term care, according to the Canadian Medical Association (CMA). The demand for senior healthcare is rising, and expectations for aging at home are shifting rapidly—making long-term care an essential part of a comprehensive retirement strategy. There’s never been a better time for advisors to initiate the conversation!   Equip yourself with the knowledge and tools to help clients prepare for the costs of aging with confidence with our insightful webinar led by Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA® and gain actionable strategies to navigate the complexities of long-term care planning and as well as insights on integrating this critical aspect into retirement plans.   Reserve your spot now: https://lnkd.in/etQd8Ste   #FinancialPlanning #LongTermCare #RetirementPlanning #FinancialAdvisors #FinancialServices #FinancialLiteracy #FinancialWellbeing

How are behavioral insights elevating client relationships and driving financial results?   Learn more about why putting people at the heart of financial advice leads to better outcomes with our free webinar—Prioritizing People: How Behavioural Insights Impact Financial Services—and explore how these insights are reshaping advisory practices and regulatory frameworks. In this session, you will hear from industry experts:   🎙 Shannon O'Malley – Director, Member Experience Design, Meridian Credit Union 🎙 Tanjim Hossain – Chair, Department of Management, University of Toronto, Mississauga & Director, BEAR at Rotman 🎙 Meera Paleja, PhD – Program Head, Research and Behavioural Insights, Ontario Securities Commission   Save your spot now: https://lnkd.in/dq7BcDc5 #FinancialServices #FinancialLiteracy #BehaviouralFinance #BehaviouralEconomics #FinancialPlanning #WealthPlanning #InvestmentPlanning #FinancialRegulation #InvestorProtection

Congratulations Ricky Kwok , CFP® , CIM® , PFP® on earning the Chartered Investment Manager (CIM®) designation! This is a significant milestone in your professional journey, and we are proud of your dedication to helping clients achieve their financial goals. Your commitment to excellence in investment management is truly commendable!

The conversation around retirement planning is incomplete without addressing long-term care, and financial advisors are uniquely positioned to help clients prepare for both—ensuring peace of mind and financial security in their golden years. But how do you guide your clients through these complex conversations while ensuring they feel supported and informed every step of the way?   Join us for an insightful webinar with Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA® to explore how advisors can integrate long-term care planning with retirement strategies and the key financial tools and solutions clients can utilize for aging care costs. Save your seat today: https://lnkd.in/etQd8Ste   #FinancialPlanning #LongTermCare #RetirementPlanning #FinancialAdvisors #FinancialServices #FinancialLiteracy #FinancialWellbeing

Well done Brandi Sakaluk, CFP®, CIM®! Here's to your incredible achievement in earning the Chartered Investment Manager (CIM®) designation and continued success in guiding clients toward their financial goals!

Elevate your financial expertise with the Canadian Securities Course (CSC®)! In addition to being your gateway to a successful financial services career, the CSC® helps you:   ✔️ Gain essential industry knowledge ✔️ Stand out with a recognized credential ✔️ Unlock new growth opportunities   For a limited time, you can enrol at 10% off! Start your journey today: https://lnkd.in/eu-_A5P9   #CSI #CanadianSecuritiesCourse #Exams #StudyTools #Study #Finance #FinancialServices #Banking #FinanceCareers

Ready to advance your portfolio management expertise? The Portfolio Management Techniques (PMT®) course is the perfect fit! Gain an in-depth understanding of advanced strategies specifically designed for high-net-worth clients and institutional investors in addition to advancing towards the industry-leading Chartered Investment Manager (CIM®) designation.   Learn more: https://lnkd.in/eV_DbpnQ   #PortfolioManagement #PMT #FinancialServices #InvestmentManagement #ProfessionalDevelopment