We would like to inform you that the presentation accreditation process for last year’s Virtual Conference for Administrative Personnel, held on October 29 and 30, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.

We would like to thank everyone who joined our Virtual Water Cooler Chat last Thursday. For those who missed it, you can watch the presentation by clicking on the recording link below. 

In response to questions recently received about the calculation of LIF plan maximum amounts, below you will find a useful support document. 

We have been actively working on improving the electronic signature tool by upgrading the underlying technology supporting the signature process.  

Click here to save the dates for the 2025 National Business Conference.

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers). 

Kickstart your RRSP season with ease! Below you will find this year’s RRSP loan chart, highlighting our exclusive agreements with our key partners (iA Trust, B2B Bank, Manulife).

Clients can request to have their 10% free and mature units automatically converted into 0% front-end load funds at the end of the year. Here is how to request this conversion, based on the type of account:

Please find below some key reminders regarding letters of indemnity (“LOIs”).

Click here to get a summary of key information to help you prepare for this year’s RRSP season.