by admin | Mar 27, 2018 | Blog, Regulatory
As the demographics shift and more and more Canadians hit their twilight years, they can become vulnerable to exploitation, especially financial exploitation. Canadians 55 and older are rapidly becoming the largest constituent group in the country, expected to make up...
by admin | Dec 5, 2017 | Blog, Industry Insights
The cost (and opportunity) of poor financial literacy Over half of Canadian adults failed a financial literacy test, showing the dire need for better financial education. What does that mean for you? In a recent survey conducted by Ipsos on behalf of LowestRates.ca,...
by ext | Aug 16, 2016 | Blog, Industry Insights
Know your client rules: Protecting investors and advisors As an advisor, before you can give financial advice or sell financial products, you have to learn several things about your clients. This is called the Know Your Client (KYC) rule, and it protects investors by...
