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Advisors observe positive shift in clients’ attitudes toward financial planning

Concerned about higher food prices and rising interest rates, many Canadians are now seeking increased guidance from the…

SOCIETY | November 18 2022 10:32AM
Insurance industry is making changes to protect vulnerable clients

Recently released guidelines are aimed to help clients, especially the most vulnerable, get the fair treatment they dese…

LIFE INSURANCE | November 02 2022 10:50AM
Pollock to represent advisors on Ontario regulatory committee

Joins provincial panel of stakeholders advising on matters related to financial planners and financial advisors.

INVESTMENT | October 13 2022 09:45AM
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
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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