Webinar Archive

Access our comprehensive collection of recorded financial education sessions, expert discussions, and practical workshops available on-demand.

180+ Recorded Sessions

24 Expert Instructors

45+ Hours Content

12 Topic Categories

Browse Archived Content

Our webinar archive spans from early 2023 through March 2025, featuring expert-led sessions on financial planning, investment analysis, risk management, and market trends. Each session includes downloadable materials, transcripts, and related resources.

Mar

Portfolio Diversification Strategies in Volatile Markets

Instructor: Sarah Chen • Duration: 75 minutes

Learn essential techniques for maintaining portfolio balance during market uncertainty, including asset allocation principles and rebalancing strategies.

Investment Analysis Risk Management

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Mar

Tax-Efficient Retirement Account Management

Instructor: Marcus Rodriguez • Duration: 90 minutes

Comprehensive guide to optimizing RRSP and TFSA contributions, withdrawal strategies, and tax implications for Canadian retirement planning.

Retirement Planning Tax Strategy

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Feb

Understanding Interest Rate Cycles and Investment Impact

Instructor: Dr. Emily Watson • Duration: 85 minutes

Analysis of how central bank policies affect various asset classes, with practical examples of adjusting investment strategies during rate changes.

Economic Analysis Market Trends

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Feb

Emergency Fund Planning and High-Yield Savings Options

Instructor: Jennifer Liu • Duration: 60 minutes

Practical approaches to building emergency reserves, comparing savings vehicles, and maintaining liquidity while maximizing returns.

Financial Planning

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Jan

Small Business Financial Health Assessment

Instructor: Robert Kim • Duration: 95 minutes

Essential metrics and analysis techniques for evaluating small business financial stability, cash flow management, and growth planning.

Financial Planning Risk Management

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Complete Resource Library Access

Beyond our webinar recordings, access our extensive collection of financial tools, templates, research reports, and interactive calculators designed to support your learning journey.

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Interactive calculators for investment projections and retirement planning
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