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Asset Allocation Viewpoints: Powering What’s Next
T. Rowe PriceSébastien Page, CFA
Rick de los Reyes
Christina Noonan, CFA
Pending
Original air date: July 28, 2026
Credit expires: July 28, 2028
Powering Portfolios with Defensive Investing
GQG PartnersRajiv Jain
Pending
Original air date: June 11, 2026
Credit expires: June 11, 2028
Asset Allocation Viewpoints: Uncovering Value Across Markets
T. Rowe PriceSébastien Page, CFA
Colin McQueen
Christina Noonan, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: May 12, 2026
Credit expires: May 12, 2028
Canada’s Materials Sector From the Ground Up
Sionna Investment ManagersAleksy Wojcik, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: April 2, 2026
Credit expires: April 2, 2028
Asset Allocation Viewpoints: Rally On or Running Out of Steam?
T. Rowe PriceSébastien Page, CFA
David Giroux, CFA
Christina Noonan, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: February 17, 2026
Credit expires: February 17, 2028
The Real Alternative: Brandes' Case for International Value
Brandes Investment PartnersJeffrey Germain, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: February 4, 2026
Credit expires: February 4, 2028
Emerging Markets Volatility: Risk or Opportunity?
Brandes Investment PartnersGerardo Zamorano, CFA
Tiara Wulandari, CFA
Advocis (.5), CIRO ID (.5), CIRO MFD (.5), FP Canada (.5)
Original air date: January 15, 2026
Credit expires: January 15, 2028
Going for Growth: U.S. Blue Chip Opportunities
T. Rowe PriceCraig Watson, CPA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: December 3, 2025
Credit expires: December 3, 2027
Navigating AI’s Investment Dilemma
GuestDr. Paul Kedrosky, Ph.D.
GQG Partners
Polyana Da Costa
Sudarshan Murthy
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: November 20, 2025
Credit expires: November 20, 2027
Asset Allocation Viewpoints: Balancing Act
T. Rowe PriceSébastien Page, CFA
Trivariate Research LP
Adam Parker
Advocis (1), CIRO ID (1), CIRO MFD (1) , CSF (1), FP Canada (1)
Original air date: October 28, 2025
Credit expires: October 28, 2027
LazardPeter Kashanek, MBA
Advocis (1), CIRO ID (1), CIRO MFD (1) , CSF (1), FP Canada (1)
Original air date: October 23, 2025
Credit expires: October 23, 2027
Forward-Looking Quality in Action: A Conversation with
Rajiv Jain
GQG PartnersRajiv Jain
Advocis (1), CIRO ID (.75), CIRO MFD (.75), CSF (1), FP Canada (1)
Original air date: September 11, 2025
Credit expires: September 11, 2027
Insights with Impact: Nuveen's Fixed-Income Outlook
NuveenStephen M. Liberatore, CFA
Advocis (1), CIRO ID (.75), CIRO MFD (.75), CSF (1), FP Canada (1)
Original air date: June 18, 2025
Credit expires: June 18, 2027
Extracting Opportunities: Canadian Energy & Materials Investing
Sionna Investment ManagersAleksy Wojcik, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: May 22, 2025
Credit expires: May 22, 2027
Asset Allocation Viewpoints: Shifting Momentum
T. Rowe PriceSébastien Page, CFA
Eric Veiel, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: April 29, 2025
Credit expires: April 29, 2027
Megatrends Shaping the Global Economy
GQG PartnersJosh Snyder, CFA
Ben Larsen, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: March 19, 2025
Credit expires: March 19, 2027
Brandes Investment PartnersBrian A. Matthews, CFA
Advocis (1), CIRO ID (.75), CIRO MFD (.75), CSF (1), FP Canada (1)
Original air date: February 26, 2025
Credit expires: February 26, 2027
Lazard Defensive Global Dividend Fund
LazardPeter Kashanek, MBA
Advocis (1), CIRO ID (.75), CIRO MFD (.75), FP Canada (1)
Original air date: November 27, 2024
Credit expires: November 27, 2026
NuveenJessica Zarzycki, CFA
Alan Papier, CFA
CIRO (.75), Advocis (1)
Original air date: October 30, 2024
Credit expires: October 30, 2026
Adaptability for an Uncertain World
GQG PartnersBrian Kersmanc
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: October 23, 2024
Credit expires: October 23, 2026
Sionna Investment ManagersKim Shannon, CFA
Stephen Jenkins, CFA
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: October 09, 2024
Credit expires: October 09, 2026
Putting It All Together: Scenario‑Based Practice for Advisors
Canadian Mental Health Association – TorontoChristina Gallo
Pending
Original air date: Aug 20, 2026 Are You Prepared for the "Next Wave" of Wealth?
T. Rowe PricePatrick Delaney
Advocis (1), CIRO ID (1), CIRO MFD (1), FP Canada (1)
Original air date: May 7, 2026 Credit expires: May 7, 2028
Navigating Stress & Mental Health: Performance Under Pressure
Canadian Mental Health Association – TorontoChristina Gallo
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: November 26, 2025 Meaningful Communication for Financial Advisors
Canadian Mental Health Association – TorontoChristina Gallo
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: August 14, 2025 Sticking to the Plan: Mental & Financial Well-Being
Canadian Mental Health Association – TorontoChristina Gallo
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: March 26, 2025 Working Through Client Roadblocks–Tips & Strategies
Canadian Mental Health Association – TorontoAdam Wiseman
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: March 20, 2019 Mental Health Experts: News & Tips for Your Practice
Canadian Mental Health Association – TorontoAdam Wiseman
Canadian Mental Health Association – Toronto
Anne Ferguson, MD, FRCP
Borden Ladner Gervais LLP, Arthur Fish
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: August 28, 2019 Trusted Contact Person (TCP): Who, Why & How
Bridgehouse Asset Managers Carol Lynde Adam Wiseman Arthur Fish Tyler Fleming
Advocis (1), CIRO ID (1), CIRO MFD (1), CSF (1), FP Canada (1)
Original air date: November 3, 2021 

























