Licensing
What’s in a name? Ontario looks to regulate titles in the financial sector By Leah Golob
This comes as a surprise to many consumers as more than half of Ontarians (56%) assume financial planner and financial advisor title users hold credentials overseen by a gov-
Licensing
C
urrently in Ontario, anyone can call themselves a financial planner or financial advisor, regardless of whether or not they have any credentials.
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spring edition 2021