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Quebec regulates “financial planner” and prohibits
“financial advisor.” Ontario will regulate both.


Craft a compelling narrative about yourself, and put it where everyone will see it


Tips on how to handle referrals

Hands Giving & Receiving Money

An effective program capitalizes on advisors’ intrinsic motivations

Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53
Data Processing as System and Business Informatics

A TD report breaks down the enthusiasm, and the unease

Executives are discussing the financial results of the Company for the marketing plan.

The province's consultation on title regulation ends today

  • By: Staff
  • September 9, 2019 September 9, 2019
  • 13:59

The advisor contract allowed for the standards to be implemented, the court said

  • By: Staff
  • August 28, 2019 August 28, 2019
  • 13:02

The program hosted by Bruce Sellery covers practice management issues

  • By: Staff
  • August 1, 2019 August 1, 2019
  • 16:00
Financial Advisor Assisting Senior Couple

The OSC's research challenges the justification for DSCs and trailing commissions

  • By: Staff
  • July 29, 2019 July 29, 2019
  • 15:27