Link to CPA Ontario Program

By AGF Management Limited Link to the course In today’s world, estate planning includes planning for your client’s digital assets. In this video, Michael Kulbak of Kulbak Trust Solutions helps financial advisors understand the importance of planning for digital assets, as well as reward program points, and what hurdles can arise related to these assets. Kulbak defines digital assets — email, stored photos, online banking access, websites, cryptocurrency, e-books, social media

By AGF Management Limited Link to course Gain a better understanding of these two key roles that affect clients. Encouraging your client to name a power of attorney (PoA) for property and a trusted contact person (TCP) promotes effective estate management and mitigates financial exploitation, respectively. In this video, Michael Kulbak of Kulbak Trust Solutions explains the two roles’ requirements and functions, compares the roles, and presents real-life examples that illustr

By AGF Management Limited Link to the course Get ready for tax season with this helpful guide for financial advisors. Tax-efficient planning is important to your client, and this course helps you get organized so you can provide it. In this video, Michael Kulbak of Kulbak Trust Solutions helps you stay on top of tax time as he discusses how to prepare for the season before meeting with clients and what to discuss with them when you meet. The course focuses on clients' changin