Industry

Expand insurance options in banks, says CBA head

(June 22, 2005) The president of the Canadian Bankers Association says consumers should be able to get insurance referrals and product information in bank branches. Ray Protti says the current insurance restrictions on banks don’t make sense and should be changed. “Consumers should be able to get the insurance information they need when and where […]

By Doug Watt |June 22, 2005

3 min read

Special Report: 2005 Canadian Social Investment Conference

This ADVISOR Special Report is sponsored by: (June 2005) The Social Investment Organization hosted its biennial gathering in June, with delegates tackling the challenges of marketing socially responsible investing to clients through the advisor channel. To read all about this year’s Toronto conference, check out Advisor.ca’s in-depth coverage (which includes a bonus SRI talking points […]

By Staff |June 22, 2005

2 min read

Province nominates new OSC chair

(June 22, 2005) The Ontario government has nominated David Wilson, vice-chair of Scotiabank and CEO of Scotia Capital, as the new chair of the Ontario Securities Commission. If the nomination is approved, Wilson will assume his new role in November, replacing David Brown, who is leaving the post at the end of June after a […]

By Staff |June 22, 2005

1 min read

Diverse global standards threaten CFP designation: Costello

(June 21, 2005) The Certified Financial Planner (CFP) designation faces several challenges, making it essential that planners have a strong voice of their own, according to Keith Costello, president of the Canadian Institute of Financial Planners (CIFPs). At the organization’s annual general meeting Tuesday morning in Niagara Falls, Costello said the various “threats” planners face […]

By Steven Lamb |June 21, 2005

3 min read