Posts Tagged ‘MFDA’

Financial advisor titles are generally unregulated in Canada (Québec being the exception).  Designations – denoted by the letters after advisors’ names on their business cards – can be downright confusing.  Some are earned only after a few...

This week, I attended the MFDA’s Seniors Summit conference to participate in a panel discussion.  We tackled several questions pertaining to senior investors and suitability.  My esteemed co-panelist Tom Bradley didn’t disappoint and...