Past webinars

Private Equity Foundations Mountainous forest background with headshots of presenter and moderator

Private Equity Foundations

Wednesday, June 3, 2026 at 2:00 PM ET

This session offers a practical introduction to private equity, covering what it is, how it works, and the role it can play in diversified client portfolios.

Sponsored by

Sponsor Image Sagard
Private Credit Foundations Mountainous winter background with headshots of presenter and moderator

Private Credit Foundations

Tuesday, March 31, 2026 at 2:00 PM ET

This presentation provides a comprehensive introduction to private credit: what it is, how it works, and how it can fits into investment portfolios.

Sponsored by

Sponsor Image Sagard
Smarter exposure, safer outcomes: building resilient portfolios with Principal Protected Notes Smiling man in a dark suit and burgundy tie with a matching pocket square, standing with arms crossed against a dark background with a green geometric shape behind him.

Smarter exposure, safer outcomes: building resilient portfolios with Principal Protected Notes

Tuesday, December 2, 2025 at 1:00 PM ET

Discover how Principal Protected Notes (PPNs) can help strengthen a portfolio by adding resilience and diversification. This webinar replay gives you the tools to integrate PPNs strategically into your advisory practice.

Sponsored by

Sponsor Image Desjardins logo
Communicating your value: strengthening your value proposition with Manulife Investments Three people looking at a laptop screen and discussing

Communicating your value: strengthening your value proposition with Manulife Investments

Wednesday, November 12, 2025 at 1:00 PM ET

In today’s competitive environment, having a clear, memorable, and differentiated value proposition is key to building stronger client relationships and standing out in the market. Our upcoming webinar is an opportunity to enhance your expertise to better serve your clients’ evolving needs.

Sponsored by

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