RDBA hosted a Zoom presentation, Client Files and the Importance of Taking Good Notes with Ewa Lewinska on November 19th, 2025. We recorded the presentation and Q&A session that followed to share with members who were unable to attend. Here is a brief description of the presentation: Being a Deposit Broker is more than just getting...
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RDBA has selected a new education provider for the Canadian Deposits Course. The education portal for the course will now be hosted by Learnedly with...
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The Financial Consumer Agency of Canada sent out a notice about the Canadian Financial Literacy Database. The notice is re-posted below: Beginning March 20, 2025, the...
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Recent news reports cite examples of Canadian depositors being scammed by criminals posing as representatives of legitimate deposit brokers acting for legitimate deposit-taking institutions. Warning signs...
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Join Portfolio+ for their annual charity golf tournament on Tuesday, September 17, 2024 in support of Kids Help Phone. The 2024 Portfolio+ Open is being...
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The RDBA is pleased to host a webinar for our members on June 4th at 11:00 am – 12:00 pm EDT, featuring John Rossi, Director...
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The Registered Deposit Brokers Association sadly shares the passing of John Frankel. John was a driving force in the creation of the Federation of Canadian...
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Read the article re-posted below as it appeared in the Globe & Mail. Dan Bortolotti and Justin Bender Special to The Globe and Mail Published September 29, 2023 Updated...
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Join Portfolio+ for their annual charity golf tournament on Tuesday, September 19, 2023 in support of Kids Help Phone. The 2023 Portfolio+ Open is being...
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Read the article re-posted below as it appeared in the Globe & Mail. Published July 7, 2023 Updated July 9, 2023 Rob Carrick Personal Finance Columnist Posted with...
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