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Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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Advocis responds to portfolio manager’s criticism Wealth Professional, 27 Mar 2017 5 posts
29 Mar 2017, 01:19 PM Amelia Menard
Ontario to take action on real estate market Wealth Professional, 27 Mar 2017 2 posts
27 Mar 2017, 04:24 PM
Changes to capital gains taxes still a possibility Wealth Professional, 23 Mar 2017 4 posts
27 Mar 2017, 08:34 AM GH
Canadian firm launches socially responsible investing today Wealth Professional, 24 Mar 2016 2 posts
25 Mar 2017, 08:08 PM Kelly Sullivan
Advisor accused of breaking cardinal rule Wealth Professional, 30 Apr 2015 2 posts
24 Mar 2017, 08:36 PM
Advocis: Advisors can help stop the ban on embedded fees Wealth Professional, 13 Mar 2017 4 posts
18 Mar 2017, 02:42 PM Kathy
Are your clients ‘retirement ready’? Wealth Professional, 02 Mar 2017 2 posts
17 Mar 2017, 10:57 AM Mike Drak
Canadian banks to be investigated Wealth Professional, 15 Mar 2017 2 posts
15 Mar 2017, 03:01 PM M. Gentile
Are sales targets damaging client-advisor relationships? Wealth Professional, 15 Mar 2017 2 posts
15 Mar 2017, 11:43 AM Mike Travers, CFP
Ombudsman speaks out on TD Bank allegations Wealth Professional, 13 Mar 2017 5 posts
14 Mar 2017, 04:39 PM Peter