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Keyword: Advisor titles

28 results found
Saskatchewan field with old bridge

Saskatchewan has joined Ontario in regulating "financial planner" and "financial advisor"

smiling young couple shaking hands with investment advisor

The draft statement includes details on title protection framework

  • By: IE Staff
  • November 27, 2019 November 27, 2019
  • 14:44
smiling young couple shaking hands with investment advisor

Details are few, but flexibility is a key theme

High angle view of mallet eyeglasses legal book in courtroom

The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

  • By: Cary List
  • October 18, 2019 November 10, 2019
  • 16:24
Queen's Park, Ontario legislature, exterior

The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions

  • By: Cary List
  • June 28, 2019 November 10, 2019
  • 13:43
Female advisor meeting with male client at hotel lobby

Financial planners and advisors should be aware that the act may go beyond title protection

Business man climbing up on hand drawn staircase job change promotion corporate ladder

But the devil will be in the details

  • By: Cary List
  • May 3, 2019 November 10, 2019
  • 16:49

It remains to be seen what credentials the titles would require

flag of ontario flying high on a flag post, against blue sky

Proposed framework would require planners and advisors to have an "appropriate credential"

Queen's Park, Ontario legislature, exterior

New government voices its support for the CMRA and the planned new provincial regulator for insurance, pensions, and deposits