Jul 13, 2023 | News
Manitoba is looking to join Ontario, Quebec, Saskatchewan and New Brunswick, by proposing regulations to address the use of the “financial planner” and “financial advisor” titles. With multiple provinces regulating this space, Manitoba has asked for comments and...
Jul 7, 2023 | News
CIRO is proposing a shift to an exam-based approach to industry proficiency. This approach focuses on assessments based on competencies, not courses. While the proposed date to implement the new proficiency model isn’t until 2026, CIRO aims to publish their new rule...
Jun 26, 2023 | News
Some really interesting and exciting news was announced regarding a new federal benefit meant to support working-age Canadians with disabilities; recently, the Canada Disability Benefit Act received royal assent. As we know, financial stability and financial planning...
Jun 26, 2023 | News
The Ombudsman for Banking Services and Investments (OBSI) made an important announcement regarding structural and organizational changes following its public consultation on governance. In part, two consumer interest directors are to be added to the board in the hopes...
Jun 19, 2023 | News
Today, the Office of the Superintendent of Financial Institutions (OSFI) launched the Climate Risk Forum (CRF) to build awareness and capacity within Canada’s financial sector to respond to climate-related risks. The CRF is a virtual forum used by OSFI to organize its...
Jun 2, 2023 | News
With the DSC ban now in effect for segregated funds, firms with insurance advisors selling in Ontario will be interested in reviewing FSRA’s proposed amendment which addresses the removal of DSCs on existing segregated fund contracts. It should be noted that the...
Translate »
