News and resources for Canada's top financial advisors
Est. 1998
Industry
Investor advocacy group returns $2.4 million to the Jarislowsky Foundation
By Dwarka Lakhan |October 18, 2019
2 min read
Firms should review agreements with retail investors, the SRO says
By James Langton |October 10, 2019
IFIC's annual investor survey reveals the findings
September 27, 2019
5 min read
Advisor's Edge
Patience has a price
By Mark Yamada |September 20, 2019
4 min read
Forecasting problems when focusing on the present
By Mark Burgess |September 20, 2019
3 min read
Third annual campaign launches in September
By Staff |August 14, 2019
1 min read
Applications are due Aug. 19
By Staff |July 3, 2019
Defendant was permanently banned by IIROC in 2018
By James Langton |June 26, 2019
In its annual report, the advocacy group said client-focused reforms remain a priority
By James Langton |May 14, 2019
Vanisha Sukdeo, a lawyer and academic, is director of policy research
By Staff |May 3, 2019
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