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Analyst is drawing a financial calculations and predictions on the glass screen. Graphs, charts and arrows everywhere. A concept of forex market.

Third annual campaign launches in September

  • By: Staff
  • August 14, 2019 August 14, 2019
  • 12:19
Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

Tools to use during Financial Literacy Month 2018

  • By: Staff
  • November 2, 2018 November 2, 2018
  • 15:21
Businessman hand holding paper plane on front of vintage full frame black blank blackboard no frame and couple clouds

Resulting program will be offered to Indigenous communities and educational organizations

  • October 1, 2018 November 2, 2018
  • 11:54

We asked three clients

Review IIROC's proposed changes to its CE rules by Feb. 26

  • By: Staff
  • January 26, 2018 August 21, 2018
  • 16:26

If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]

  • By: Staff
  • January 24, 2018 August 21, 2018
  • 09:56

For IIROC registrants, the new year comes with new continuing education (CE) rules. The SRO confirmed in a release that the new rules will be effective Jan. 1, 2018, when the CE cycle will move from a three-year cycle to a two-year cycle. Read: Digging into IIROC’s proposed CE requirements Changes from the March 2017 […]

  • By: Staff
  • November 30, 2017 September 12, 2018
  • 11:46

And how you can help them succeed

  • By: Mark Yamada
  • November 24, 2017 September 4, 2018
  • 11:31

It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]

Clients are anxious about more than market volatility

  • By: Staff
  • October 25, 2017 August 21, 2018
  • 12:37