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.

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).

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

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

Click here to read Louis’ heartfelt Holiday message, filled with gratitude and inspiring reflections for the year ahead.

Happy Holidays!

As you may have heard, Canada Post resumed operations on December 17, but mail delivery delays are expected over the next few weeks. 

Given the ongoing Canada Post strike, which is likely to extend through the holidays, we strongly advise you to prompt your clients to sign up for the Client Portal and e-delivery as soon as possible, if they haven’t done so already. This will ensure they receive their next quarterly statement as well as their tax slips on time. We remind you that clients can change their document  delivery preferences on the Client Portal at any time.

With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.