Investor resources

How to become a Personal Financial Planner (PFP)

One of the many career paths of a financial planner is that of Personal Financial Planner (PFP) certification. Get to know if this is for you

How to become a Personal Financial Planner (PFP)

How to get a Certified Financial Planner (CFP) designation

A Certified Financial Planner (CFP) designation is the gold standard for financial planning. In this article, read about getting and maintaining CFP status, and if it’s worth the effort

How to get a Certified Financial Planner (CFP) designation

Becoming a Certified International Wealth Manager (CIWM)

Finance professionals wishing to advance their careers may ask, is the path of Certified International Wealth Manager (CIWM) worth the effort? Find out here

Becoming a Certified International Wealth Manager (CIWM)

How to get a Fellow of CSI (FCSI) designation

Becoming a Fellow of CSI (FCSI) is no easy task. Is it worth the effort of obtaining this designation? Find out more here

How to get a Fellow of CSI (FCSI) designation

OSC's investor advisory panel releases 2023 annual report

Investor protection has been, and will remain the priority, says the IAP

OSC's investor advisory panel releases 2023 annual report

BMO Survey: Canadians to go on a "summer spending frenzy"

Almost half of the respondents say they are willing to spend more this summer

BMO Survey: Canadians to go on a "summer spending frenzy"