News and resources for Canada's top financial advisors
Planning and Advice
While I commend the Investment Industry Regulatory Organization of Canada’s efforts to introduce a rule that will govern how member fi rms supervise fi nancial planning activities, the rule is too vague to be helpful. A better approach would be for those of us within the financial industry to view it from the public’s perspective. […]
By Cynthia J. Kett |December 1, 2008
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Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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