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Ontario regulator approves another credential

The Canadian Securities Institute's Designated Financial Services Advisor (DFSA) designation can now be a credential for…

SOCIETY | September 02 2022 05:02PM
The Canadian Institute of Financial Planning joins list of credentialing bodies

There are now four credentialing bodies in Ontario who can grant and oversee the titles of Financial Planner and Financi…

INVESTMENT | June 10 2022 09:20AM
Title protection: Regulator to focus on education over enforcement in first year

The Financial Services Regulatory Authority of Ontario (FSRA) discussed details of its new title protection framework at…

SOCIETY | April 26 2022 02:40PM
Ontario regulator approves two credentialing bodies

The two organizations have the authority to grant FSRA-approved credentials that permit individuals to use the titles of…

SOCIETY | April 12 2022 10:19AM
Two reps sanctioned in separate cases involving the same client

In two nearly identical disciplinary decisions, the Insurance Council of British Columbia has sanctioned two representat…

LIFE INSURANCE | March 24 2022 04:21PM
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Financial Professionals Title Protection Rule officially approved in Ontario

Both Advocis and FP Canada have officially applied to become FSRA-approved credentialing bodies.

SOCIETY | March 24 2022 10:13AM
Expert panel weighs in on client focused reforms

These reforms are sweeping and are intended to have a very substantial impact on the relationship between firms and thei…

INVESTMENT | December 28 2021 10:45AM