Michelle Schriver

Michelle is Advisor.ca’s managing editor. She has worked with the team since 2015 and been recognized by the National Magazine Awards and SABEW for her reporting. Email her at michelle@newcom.ca.

Regulation

DFSA no longer an approved credential in Ontario

Designation holders have six months to obtain a different credential to use the financial advisor title

By Michelle Schriver |May 23, 2024

3 min read

Regulation

FP Canada introduces 2 new rules

Financial planners now have requirements related to trusted contacts, conflicted roles

By Michelle Schriver |May 22, 2024

2 min read

Planning and Advice

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Tax News

Entrepreneurs to get tax break on capital gains inclusion

Feds propose Canadian Entrepreneurs’ Incentive

By Michelle Schriver |April 16, 2024

2 min read

Tax News

Feds clarify requirements for EOT tax exemption on capital gains

Budget 2024 provided details on how exiting business owners can qualify

By Michelle Schriver |April 16, 2024

4 min read

Industry

Title protection harmonization faces bumpy road

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

By Michelle Schriver |April 12, 2024

3 min read

Industry

Advocis settles with SeeWhy over non-payment of study materials

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

By Michelle Schriver |April 4, 2024

4 min read

Regulation

Surging penalties for pre-signed forms contested for first time

Decisions on sanctions will serve as benchmarks for future settlement

By Michelle Schriver |March 26, 2024

6 min read

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