News and resources for Canada's top financial advisors
Est. 1998
News
Michelle is Advisor.ca’s managing editor. She has worked with the team since 2015 and been recognized by the National Magazine Awards and SABEW for her reporting. Email her at michelle@newcom.ca.
Regulation
Decisions on sanctions will serve as benchmarks for future settlement
By Michelle Schriver |March 26, 2024
6 min read
CIFP brings the Chartered Financial Planner designation to new candidates
By Michelle Schriver |March 22, 2024
3 min read
Industry
The claim is the third against the national financial advisors association in recent months
4 min read
In Ontario, mutual fund licensing is the most popular approved credential
By Michelle Schriver |March 21, 2024
5 min read
Technology
"No great blueprint" to manage multiple claims in different provinces, lawyer says
By Michelle Schriver |March 5, 2024
Credentialing bodies also discussed putting clients first at regulator's annual conference
By Michelle Schriver |March 4, 2024
2 min read
In a hypothetical scenario, a financial advisor takes issue with a marketing message
By Michelle Schriver |February 20, 2024
The national financial advisors association alleges it was overcharged
By Michelle Schriver |February 13, 2024
Longtime president and CEO alleges he was let go without notice
By Michelle Schriver and Melissa Shin |February 9, 2024
Planning and Advice
March 20, 2024|5 min read
February 5, 2024|4 min read
March 7, 2024|4 min read
December 15, 2023|2 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.