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Emerging trends in investment advice – La Capitale & SSQ Insurance
September 23, 2021 EDT @1:00 pm - 2:00 pm
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1 CE Credit
Presenter: Mathew To
If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack in terms of how you’ll approach clients to engage in conversations and address their real concerns in order to capture some of the growth that we’re seeing in the segregated fund market with Canadians.