The Financial Services Commission of Ontario (FSCO) now offers a series of videos focused on helping Ontarians understand retirement planning. The video series, “A Guide to Retirement Planning” outlines strategies for retirement planning in easy-to-understand terms. The video series offers an overview of the three pillars of the Canadian retirement income system – the public pension system, personal savings, and workplace pension plans – and presents tips and resources for consumers to utilize so that they can make informed financial planning decisions. To view the video series, click here. Additionally, the Ontario Securities Commission (OSC) has revamped its Investor Office webpage, and released a trilogy of videos to help promote the initiative. Investor Office provides consumers with information to help […]
How do I take my financial practice to the next level? What sort of professional liability coverage do I need? How do I prepare my business for a different phase in my career? Those are just some of the questions that financial advisors have asked us about. With those sort of questions, and many others, in mind, Independent Financial Brokers of Canada is addressing those inquiries with a new biweekly podcast, Financial Practice Made Perfect. We speak with industry experts and leaders to help independent financial advisors learn how to strengthen their businesses. You can listen to episodes of Financial Practice Made Perfect here on our site, and on SoundCloud. You can also listen and subscribe to the show on […]
In January, the Investment Funds Institute of Canada (IFIC), along with its education branch, the IFSE Institute, launched a free continuing education module focused on disclosure requirements and advisor obligations under CRM2. That educational module is now available in French. The module was developed to educate industry professionals on the key elements of the regulation, and leverages the CRM2 tools created by IFIC’s CRM Communications Task Force. The module is available to advisors free of charge. Visit www.ifse.ca or call 1-888-865-2437 for more information.