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  1. IE Staff
    CF2G Investissement is registered as a mutual fund dealer in Quebec
  2. Patricia Chisholm
    Records must show “business-like endeavour”
  3. Beatrice Paez
    Creating a family playbook can help ensure everyone feels well prepared for the years ahead
  4. Special Feature

    Consumer Insights

    IE Staff
    A monthly examination of the complex interplay among Canadian consumers, money and financial advice
  5. Beatrice Paez
    Only 29% of working-age Canadians believe they’ll be financially comfortable when they retire, new HSBC report finds
  6. Beatrice Paez
    New client research project from the SRO aims to explore what client segment would be most affected by the potential elimination of embedded commissions
  7. James Langton
    CRM2 has led to more questions from clients about MERs, so IFIC members would like to see this disclosed as part of an initiative the group calls CRM3
  8. IE Staff
    CFP and FPSC level 1 examinations take place across Canada June 2
  9. Canadian Press
    The transaction values Hong Kong-based Nord Anglia Education at US$4.3 billion
  10. Rudy Mezzetta
    Compliance professionals must improve their training of approved persons on outside business activities to reduce risks for firms and their advisors