The similarity of Advocis’ IAFE could create confusion
The PST is being repealed retroactively to Aug. 1, 2017, the date the tax was implemented
Jim Virtue wants financial advice to be a profession and for Advocis to be at the heart of that profession
New name of relaunched CLU could create confusion with IAFP, ruling states
The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities
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
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
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
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