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If clients balk when they get a bill for financial planning, these methods can help overcome their objections
OEO dealer fined $2 million for violating CIRO rules
Firm offered recommendations in contravention of its registration as an order-execution-only dealer
Lowering interest rate cap to 35% could cost jobs and hurt GDP: report
Industry group has been pushing aggressively against the federal government's plan to lower the rate cap in the Criminal Code from 47.2% to 35%
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