2022 Portfolio+ Open
Join Portfolio+ for their annual charity golf tournament on Tuesday, September 13, 2022 in support of Kids Help Phone. The 2022 Portfolio+ Open is...
Financial Institution & Deposit Broker News & Events
Rob Carrick: DIY investors, it’s go-time for buying GICs. Yes, GICs
Read the article re-posted below as it appeared in the Globe & Mail. Rob Carrick: DIY investors, it’s go-time for buying GICs. Yes, GICs April 14, 2022 Rob...
Links to CDIC Webinars
The Canada Deposit Insurance Corporation (CDIC) has developed webinars about how CDIC protects your deposits and what happens in the case of a bank failure....
New RDBA Broker Advantage Index Webinar Available
RDBA has developed a video outlining the benefits and usage of the Broker Advantage Index. ...
CBA’s Code of Conduct for the Delivery of Service to Seniors
The Canadian Bankers Association has implemented a Code of Conduct for the Delivery of Banking Services to Seniors. The CBA has published a document which...
Video: Gord Mooney, 2022 Recipient of the Alexander S. Melvin Award
Former RDBA FI Director, President Emeritus of General Bank of Canada, and Canadian deposit industry champion Gord Mooney is the 2022 recipient of the Alexander...
Rob Carrick: GIC rates are finally on the rise – should you buy now or wait for better?
The article discusses the expectation of higher interest rates and includes a quote from RDBA board member Bill Ritchie. Read the article re-posted below as it...
New RDBA Webinars Now Available
RDBA has developed a new video that describes the benefits of working with a Deposit Broker. RDBA has also developed a video summarizing the different deposit...
Jim Schweitzer Joins General Bank Team
General Bank has announced that Jim Schweitzer is joining their deposits team. Jim served for 17 years as a member of the Board of Directors...
Bridgewater Bank completes executive leadership transition
Bridgewater Bank today announced its newest addition to the executive leadership team. Dave Fromow has joined the bank as Vice-President, Enterprise Risk. Download the press...