The association's budget submission also makes recommendations on annuities and taxes
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness
If consumers' interests are not at the heart of this initiative, it may do more harm than good
Saskatchewan has joined Ontario in regulating "financial planner" and "financial advisor"
The draft statement includes details on title protection framework
Details are few, but flexibility is a key theme
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions
Financial planners and advisors should be aware that the act may go beyond title protection
But the devil will be in the details