Partnership allows its advisors to sell mutual funds.
Consultation rushed, missing information and suggests most will be paying more.
Acquisition of Roger Ghent Financial Services adds $36-million to the cooperative’s assets under management.
Fine and costs ordered following close supervision for not obtaining fulsome instructions.
Insurance regulator points out that contracts are not annuities or pensions, despite claims.
Despite high satisfaction with advisory services, fewer are engaging professional financial help.
Exchange-traded fund sales surpass 2022 year-to-date figures.