Explore how GICs and fixed-income investments can provide a reliable method for growing your clients' savings. As Canada's population ages, the need for stable and secure investments has increased markedly. By the end of this presentation, you will have a comprehensive understanding of the various types of GICs, their unique features, and the documentation process. The knowledge provided will enable you to better support your clients and enhance your value as a trusted advisor.
Presented By
Sheldon Solomon
Home Trust
Sheldon completed his MBA designation from the Richard Ivey School of Business at Western University. Currently Director of Deposits at Home Trust, Sheldon is responsible for deepening critical business relationships to encourage continued deposit growth. Sheldon has over sixteen years of progressive experience in the financial industry, with expertise ranging from client experience and portfolio management to regulatory and compliance oversight. Additionally, he has held several leadership roles at leading financial institutions, including Citi Financial and Scotiabank, where he focused on developing the bank’s sales and operations strategy while continuing to aid clients in navigating the Canadian financial market.
Explore how GICs and fixed-income investments can provide a reliable method for growing your clients' savings. As Canada's population ages, the need for stable and secure investments has increased markedly. By the end of this presentation, you will have a comprehensive understanding of the various types of GICs, their unique features, and the documentation process. The knowledge provided will enable you to better support your clients and enhance your value as a trusted advisor.
Presented By
Sheldon Solomon
Home Trust
Sheldon completed his MBA designation from the Richard Ivey School of Business at Western University. Currently Director of Deposits at Home Trust, Sheldon is responsible for deepening critical business relationships to encourage continued deposit growth. Sheldon has over sixteen years of progressive experience in the financial industry, with expertise ranging from client experience and portfolio management to regulatory and compliance oversight. Additionally, he has held several leadership roles at leading financial institutions, including Citi Financial and Scotiabank, where he focused on developing the bank’s sales and operations strategy while continuing to aid clients in navigating the Canadian financial market.
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.
Tuesday, October 1 2024
