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The MyMoneySmarts program is the start of a long-term plan by Advocis to promote financial literacy in support of the national financial literacy strategy

  • By: IE Staff
  • November 1, 2017 December 25, 2018
  • 11:35
Advocis takes stand against new Saskatchewan tax on life insurance

There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit

Advocis encouraging advisors, clients to oppose commissions ban

The association is opposed to the idea of banning embedded commissions and is asking advisors and clients to contact their MPPs and make their voices heard

Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale in that direction, experts say

OBSI plans to improve resolution process

The product is meant to protect the executor and the estate from many of the potential legal liabilities that can arise from the managing of an estate

Letters to the editor: IIROC firms already meet the best interests of their clients

To protect clients, Advocis supports a new professional accreditation for financial advisors. Failure to do so will leave regulatory gaps.

The CEA program has been accredited for up to 30 hours of CE credits with various reputable organizations

A response to a recent Inside Track column from Keith Costello

Advocis responds to CCPA report on mutual fund fees

Advisors in smaller firms are frequently the main source of financial advice to Canadian households with $100,000 or less in financial assets