October 18, 2022
Published by Lucas Di Rocco on October 18, 2022
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Voice of the Member: Curtis Kimpton says It’s Time for Saskatchewan to, Once Again, Raise the Bar

Consumers deserve to understand the service they’re receiving.  When a consumer wishes to purchase an investment fund or insurance product, they can meet with someone who […]
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October 6, 2022
Published by Lucas Di Rocco on October 6, 2022
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Greg Pollock Appointed to the FSRA Stakeholder Advisory Committee for Financial Planners and Financial Advisors

October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada, has been appointed to the Financial Services Regulatory Authority […]
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April 11, 2022
Published by Lucas Di Rocco on April 11, 2022
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Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario

The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it easier for financial services professionals to communicate their value to consumers […]
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April 5, 2022
Published by Lucas Di Rocco on April 5, 2022
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New rules coming for financial advisors in Ontario. This is what they’ll mean for you

Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves a financial planner or financial advisor, but now under new rules […]
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March 30, 2022
Published by Lucas Di Rocco on March 30, 2022
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Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty

Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous province are facing a new oversight regime after a pair of […]
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