Certification body sets sights on prospective investment dealer reps
Acquisition comes at “critical moment,” amid industry's proficiency developments
Regulator clarifies its response to concerns arising from survey of mutual fund reps
On annual statements, clarity on fees slipped, annual survey finds
The collaboration may provide members with more CE options
Total TFSA contribution room to rise to $109K for eligible taxpayers
CRA provides updated timeline for reassessments
The Winnipeg-based firms will integrate to create Raymond James' first office in Manitoba
Regulator releases business plan and strategic priorities
Mortgage-seeking client was affected by outstanding — although incorrect — CRA liability