Video on Demand – from 2020 Symposium – $30 per session – 1 CE Credit Each

This presentation summarizes spousal property rights on death and relationship breakdown and looks at the differences in property rights for married and common-law relationships. Asset protection strategies such as trust planning and agreements will be discussed as well as how to plan for tax-efficient transfer of assets on the first to die or upon relationship breakdown.

Rod Burylo’s session is approved to fulfill the requirement of one of hour of Compliance/Ethics for IIROC registrants. Rod will discuss the topic of “honesty” as an ideal in the pursuit of promoting informed decision-making. Case studies and examples of concern will be discussed. In Burylo’s ethics session, essential questions will be asked and answered:

As the COVID-19 health crisis causes impacts to the economy, this presentation provides an update on tax developments and trends relevant to financial advisors and their clients to help them through these turbulent times. Topics include tax filing due date extensions and payment deferrals, reduced RRIF minimums, the changing investing environment to understand tax loss harvesting including the superficial loss rules, differentiation between T-SWP and SWP, and more.

Rod Burylo’s session is approved by FP Canada to fulfill the requirement of one of hour of Professional Responsibility continuing education. Rod will discuss the topic of character and professionalism as it relates to the behaviour of advisors, of their colleagues, and of their clients. Case studies will be discussed, and relevant FP Canada rules and principles applied.

A review of the case study shows a common problem across the industry. Transaction-based life insurance sales are common recommendations that must be avoided. Walkthrough the case study through the lens of an insurance expert and learn how to identify when/if an insurance opportunity exists.