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Keyword: Advisor titles

61 results found
Entrance to Financial Services Regulatory Authority of Ontario

Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke

  • By: Huston Loke
  • September 23, 2022 September 23, 2022
  • 10:22
Queen's park, Ontario

Groups laud Saskatchewan's interest in higher standards

The legislature in Ontario

Editorial: Many of the people who called themselves financial advisors in Ontario in 2015 can still do so today with minimal effort

  • By: IE Staff
  • September 19, 2022 September 19, 2022
  • 00:02
mature couple at home meeting with financial advisor

New designation approved by FSRA has requirements very similar to those of SROs

see-saw with king chess piece and pawns

The FCAA consults on an approach that would deviate from Ontario's new title rules

client meeting

An advisory group will provide input on title regime and oversight


Consistency would provide clarity to investors

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

compliance solutions rubber stamp

The Ontario regulator provided implementation details on title protection