If an appointment is challenged, a court is likely to strive to preserve the POA grantor's wishes
Similar cases have been filed against 1832 Asset Management and TD Asset Management
Clients’ portfolio would have performed better if they’d followed their advisor’s advice
The court certified the class action for claims of breach of contract and fraudulent concealment
Brokerage firm had good reason to terminate advisor
The announcement follows a similar proposal against TD Asset Management launched in April and the CSA’s proposal to ban mutual fund firms from paying discount brokerages trailer fees
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
Autorité des marchés financiers “very disappointed” with decision
Law society complaints dismissed
The interests of the clients must be put ahead of those of the firm, court says