Veteran portfolio manager highlights importance of designations, certified ESG products, and shareholders’ role
Institute's free resources will help advisors navigate unique challenges of senior clients and their families
Waterloo-based advisor handed fine and three-month suspension for using pre-signed redemption forms
Every existing financial certification has a purpose
It’s beneficial both for you, the advisor, and your clients
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IIROC takes the necessary steps to protect investors while promoting fair, efficient capital markets in the country
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The new course educates advisors on a newly unlocked investment option for Canadian retail investors
CSI senior directors tell WP about its role in the industry, raising standards and whether designations provide enough clarity
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A new poll of Ontarians shows most falsely believe professional accreditation is required to give financial advice
The group called for a balance between reducing confusion and providing meaningful titles for advisors with specialized skills
