Markus Boudreau’s non-traditional background has given him a unique perspective on wealth management, to the benefit of his clients
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
