News and resources for Canada's top financial advisors
Est. 1998
Industry
The organization has provided a framework for implementing education programs
By James Langton |September 30, 2019
1 min read
Third annual campaign launches in September
By Staff |August 14, 2019
Tools to use during Financial Literacy Month 2018
By Staff |November 2, 2018
3 min read
Resulting program will be offered to Indigenous communities and educational organizations
October 1, 2018
Advisor's Edge
We asked three clients
September 21, 2018
2 min read
Review IIROC's proposed changes to its CE rules by Feb. 26
By Staff |January 26, 2018
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
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
And how you can help them succeed
By Mark Yamada |November 24, 2017
4 min read
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 […]
By Bernard Viau |October 26, 2017
5 min read
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