Investment Advisors
include those professionals registered with either the Investment
Industry Regulatory Organization of Canada (IIROC) or the Mutual Fund
Dealers Association (MFDA).
Financial Advisors include those professionals who
are not licensed as investment professionals but
are advisory professionals in the following categories:
Financial Planners
Insurance Advisors
Employee Benefit Consultants
Commercial Family Offices
Actuaries
Accountants
Families or Single Family Offices with investable assets greater
than $10 Millions
Multiple Family Offices with investable assets greater than $100
Million
