Totally agree!! “Canadians deserve a fair and impartial process to address unresolved complaints with their banks. Banks should not be able to choose the complaints handling body they participate in, and the system should not be run on a for-profit basis.” budget.gc.ca/2022/report-ra…

Why are people so susceptible to fund industry marketing? For precisely the same reason we enjoy watching magic tricks #WealthManagement #BehaviouralScience #TEBI ow.ly/tlFi50Iy8ci

When looking for someone to manage your wealth, make sure these are on your check list. financialpost.com/investing/a-ha…

Studies indicate that between 8% to 10% of older adults experience some form of abuse. Take the pledge and play a role in protecting the rights of seniors! weaad.ca #RightsDoNotGetOld #WEAAD2022

A registrant can institute a temporary hold if they think an older or vulnerable client is being exploited. Learn more about temporary holds by watching our video. youtu.be/9n-xf0ug2n8

How much longer do investors have to wait? It is time to move forward with concrete proposals for adopting this recommendation. Review recommends binding powers for OBSI — again investmentexecutive.com/news/from-the-…

Although the Canadian senior population is evenly split, senior men are more likely to bring their complaint to OBSI than senior women. Read more about Canadian seniors and their experiences with financial services in our Seniors Report. obsi.ca/en/news-and-pu… #SeniorsMonth

La population canadienne âgée est répartie également. Mais, les hommes âgés portent plus plainte à l’OSBI que les femmes âgées. Apprenez-en plus sur leurs expériences dans notre Rapport sur les aînés. obsi.ca/fr/news-and-pu…

You have options when it comes to how you manage your investments. Here are some considerations to help you decide which path is right for you: bcsc.news/2Q7O5Et

A temporary hold may be placed to protect older or vulnerable investors. Learn more about temporary holds on our website. nssc.novascotia.ca/sites/default/…

Want to learn more about investing in #crypto and what you should consider? Just us tomorrow in partnership with @GPPublicLibrary for our presentation on crypto fundamentals. Register for free at: ow.ly/wlyk50Jk3pE

Know a #senior or other vulnerable person who might be the victim of #fraud or a #scam? Take action. Use these resources from MoneySmart Manitoba and others from Canadian Anti-Fraud Centre: bit.ly/3hvv2Ow and Financial Consumer Agency of Canada: bit.ly/3vr4gyY. Elizabeth Naumovski, CM | Fin Lit/Female Advocate

Tireless investor advocate Ken Kivenko's letter to editor of Investment Executive The "scandal" he notes refers to discount brokers collecting trailer commissions. He talks of this being highlighted 10yrs ago but it was AGF that brought the issue to light in 1994 investmentexecutive.com/insight/letter…

Have you sustained financial losses due to cryptocurrency scams? You are not alone. Contact the Investor Protection Clinic for assistance today at [email protected]. #IPC #crypto #legalservices #osgoode #legalaid #fraud

Your Money Seniors is a financial literacy program modelled on the Canadian Bankers Associations highly successful "Your Money Students" program. This free seminar is offered in French and English, to seniors' groups across the country. bit.ly/3Sx9uSL Financial Consumer Agency of Canada

Regulation reform around what constitutes "advice" in the Self-Directed investing channel context is desperately needed. Nice piece by Clare O'Hara today: theglobeandmail.com/business/artic… #wealthmanagement #investing

"But with each approved title designation, more people have been brought into the fold, leading to accusations that such an inclusive exercise is meaningless and will perpetuate consumer confusion." New credential a death knell for Ontario’s title reform investmentexecutive.com/newspaper_/com…

Canada’s investment industry regulator seeks green light from Ontario for members to use financial adviser title /via The Globe and Mail theglobeandmail.com/business/artic…

New rules will require asset managers to divulge full costs of investing on clients’ annual statements /via The Globe and Mail theglobeandmail.com/business/artic…