Submissions say Ontario’s approach is lacking, others say self-regulator’s efforts should be recognized.
Higher fees will discourage agents from becoming or remaining licensed in the western Canada province.
Aspects of regulator’s administrative monetary penalties regime called into question.
The event took place in Quebec City from April 17 to 19.
Advisors should be engaging now with their clients’ adult children who will be inheriting their parents’ financial asset
Using conscious and non-conscious drivers of behaviour and language may be able to replace old savings practices with mo
Some 98 per cent of Canadians appoint a family member as their executor – despite how complex and how risky this job has