The final report of the Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives makes several recommendations dealing with titles and credentials that are likely to have a significant impact on many in the investment industry.
Included in this special feature are the notable developments in this area since the Ontario government announced its commitment to regulate financial planners and financial advisors. Photo copyright: kritchanut/123RF.
March 16, 2018Financial planners and financial advisors need to be aware of the impact Ontario’s Expert Committee could have on their practices
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
Malcolm Heins to chair expert committee on the regulation of financial planning
IFIC supports next steps in review of financial planning and advice
Increased clarity would protect consumers
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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