Following crucial legislative and regulatory developments in the Canadian financial services space over the past several years, regulators focused in 2022 on bridging regulatory gaps, flushing out details and working… Read More
Consumer preferences are changing. Gone are the days when an advisor could impress a customer with investment information. With the internet, information is readily available at a click. Today, consumers… Read More
The financial services industry, and more specifically the channels of distribution for insurance, strives to achieve a level of professionalism daily to earn public trust. We define Public trust as… Read More
Client demands for financial services at different life stages requires financial professionals to take on different roles. These roles require different skills and training; that can be acquired and fine-tuned… Read More
Time management is a critical success factor for professionals. The world of financial services professionals has evolved into a highly competitive workplace. Although there are only 24 hours in any… Read More
Earning continuing education requirements for your license and designations can help you expand your knowledge as a professional. After all, being in the financial services industry, it’s the Advisor’s knowledge… Read More
