Home Michelle Schriver

Significant product changes offer opportunities to engage clients, get to know them better and address suitability

  • September 19, 2022 September 19, 2022
  • 12:24

New designation approved by FSRA has requirements very similar to those of SROs

  • September 2, 2022 September 2, 2022
  • 14:04

Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation

  • August 11, 2022 August 11, 2022
  • 09:05

Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds

  • August 5, 2022 August 5, 2022
  • 13:07

International work experience will also be recognized

  • July 8, 2022 July 8, 2022
  • 15:21

Revisiting the perennial and costly MFDA infraction

  • June 20, 2022 June 20, 2022
  • 10:00

Clients face a "rising tide" of risk in the coming years, the former BoC governor said at Franklin Templeton's symposium

  • June 9, 2022 June 9, 2022
  • 15:42

Red flags to guard against in your practice were outlined at an IFB event

  • May 13, 2022 May 13, 2022
  • 13:32

Industry leaders cite planning, culture, banking power to fuel advisor practices

  • May 10, 2022 May 10, 2022
  • 16:54

Best practice calls for separate roles

  • May 9, 2022 May 2, 2022
  • 10:00