By services, 29 June, 2022 3 May 2022 CALU Roundtable Q. 8, 2022-0928871C6 - Employee benefits and Life Insurance
By services, 29 June, 2022 3 May 2022 CALU Roundtable Q. 6, 2022-0928841C6 - Segregated Fund beneficiary Designation
By services, 29 June, 2022 3 May 2022 CALU Roundtable Q. 4, 2022-0928801C6 - ELHT and Key Employee Rules
By services, 29 June, 2022 3 May 2022 CALU Roundtable Q. 3, 2022-0928721C6 - Recent Changes to Section 84.1
By services, 29 June, 2022 3 May 2022 CALU Roundtable Q. 2, 2022-0928701C6 - Mandatory Disclosure Rules
By services, 15 June, 2022 7 October 2021 APFF Financial Strategies and Instruments Roundtable Q. 5, 2021-0903871C6 F - HBP - Breakdown of marriage or common-law partners
By services, 15 June, 2022 7 October 2021 APFF Financial Strategies and Instruments Roundtable Q. 9, 2021-0903501C6 F - RRSP overcontribution and RRIF withdrawal
By services, 15 June, 2022 7 October 2021 APFF Financial Strategies and Instruments Roundtable Q. 8, 2021-0899701C6 F - Post-mortem planning - Pipeline