Financial planning

At one-year mark, investor advocates say Ontario’s title regime adds confusion, not clarity At one-year mark, investor advocates say Ontario’s title regime adds confusion, not clarity

Industry

At one-year mark, investor advocates say Ontario’s title regime adds confusion, not clarity

A lack of rigour and competing credentials may create a race to the bottom, critics say

By Michelle Schriver |March 23, 2023

9 min read

New Brunswick introduces title protection legislation Fallback Image Decorative pattern

Industry

New Brunswick introduces title protection legislation

Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"

By Michelle Schriver |March 23, 2023

1 min read

QAFP exam writers drop to 25 in February Fallback Image Decorative pattern

Industry

QAFP exam writers drop to 25 in February

The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite

By Michelle Schriver |March 10, 2023

1 min read

Different approach to planning can build relationships with female clients Fallback Image Decorative pattern

Planning and Advice

Different approach to planning can build relationships with female clients

Why the industry needs more female advisors

By Maddie Johnson |March 7, 2023

3 min read