Matthew Howard, Author at Registered Deposit Brokers Association

Nov 27, 2025

Replay: Client Files and the Importance of Taking Good Notes with Ewa Lewinska

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...

May 26, 2025

Learnedly is now hosting the new portal for the Canadian Deposits Course

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...

Mar 07, 2025

Canadian Financial Literacy Database – Temporary Service Interruption

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...

Jul 08, 2024

2024 Portfolio+ Open Charity Golf Tournament

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...

May 10, 2024

Deposit Insurance Webinar with CDIC’s John Rossi

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...

Mar 13, 2024

John Frankel

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...

Oct 05, 2023

There’s a better and more useful way to compare bonds and GICs

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...

Jul 25, 2023

2023 Portfolio+ Open

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...

Jul 18, 2023

Might we see GIC rates hit 6 per cent this summer?

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...

Apr 10, 2023

Rob Carrick: The 5-per-cent GIC is fading into the sunset – with one exception

Read the article re-posted below as it appeared in the Globe & Mail. Published April 6, 2023 Updated April 7, 2023 Rob Carrick Personal Finance Columnist Posted with...