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Company: Financial Services Regulatory Authority of Ontario

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Queen's Park, Ontario legislature, exterior

The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners

  • By: IE Staff
  • May 4, 2022 May 4, 2022
  • 12:05
rules and regulations

Advisor titles remain a concern for provincial securities authorities

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

FSRA strikes deal for core assets of troubled firm

compliance solutions rubber stamp

The Ontario regulator provided implementation details on title protection

guidelines and regulations binders

Regulator expands oversight reviews after pilot efforts find widespread shortcomings

rules and regulations

The rules come into force on March 28

Regulator sets out guidance for regulating titles and credential providers

Paper family of four under a paper cutout insurance umbrella

Regulator aims to boost consumer protection with oversight of agents' qualifications

A see through piggy bank with money coins

Strong equity markets and positive fixed-income returns boosted plans' funding

Queen's park, Ontario

Final rules sent to minister for approval; implementation remains uncertain