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Company: Financial Consumer Agency of Canada

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Transition to shorter T+2 settlement now underway

The two regulators aim to bolster investor protection

  • By: IE Staff
  • September 12, 2017 December 19, 2017
  • 10:00
Feds to consider expanded services from banks, fintechs

The April review will focus on recent allegations related to financial institutions’ sale of products and services to clients

The members represent financial industry groups, advocacy groups and regulators

The “financial literacy outcome evaluation tool” consists of evidence-based financial literacy outcomes and indicators against which organizations can compare their programs

Lucie Tedesco, who has been vice chairwoman of FinCoNet since 2013, was appointed to a three-year term as chairwoman earlier this month

Educate your clients with “explainer” videos

The two organizations have launched a series of four videos on both their websites that advisors could use to educate their clients

A new OECD survey says Canadians have healthy financial habits but could do better managing debt

The Financial Consumer Agency of Canada’s annual report also highlights its efforts to improve financial literacy, industry engagement and consumer awareness

Advisors can help clients throughout the year to learn more about their finances, says Financial Literacy Leader

Financial literacy strategies must take seniors’ needs into account