Policymakers cautioned to avoid over-regulation
Same rules should apply to insurance products and services
Hearing scheduled for May
Value of advice must be recognized
Unregistered firm may be operating out of Montreal
Consumer fundamentals are weaker than they have been in almost 15 years
The new generation of clients is eager to start saving and investing
Organizations to collaborate in efforts to achieve national financial planning standards
Conference highlights opportunities and challenges in serving Muslim market
Financial professional should be subject to a higher standard than they are now, says FPSC’s List