Keyword: Expert committee

19 results found

There’s much to commend in the Ontario government’s Expert Committee’s preliminary recommendations, but also some areas that need to be revisited

  • By: Cary List
  • May 24, 2016 November 10, 2019
  • 05:00

Financial planners and financial advisors need consistent implementation of some key policy recommendations

Although there are concerns, the FPSC, the CIFPS, the IIAC and FAIR Canada are in favour of the recommendation to regulate financial planning

New report also recommends a simplified approach to dealing with consumer complaints and a consumer-friendly process for recovering losses

Financial planners and financial advisors need to be aware of the impact Ontario’s Expert Committee could have on their practices

Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice

Malcolm Heins to chair expert committee on the regulation of financial planning

IFIC supports next steps in review of financial planning and advice

Increased clarity would protect consumers