Benchmarks

Effective July 15, 2014, Canada's investment dealers must provide a general description of benchmarks to their clients. This requirement is part of the new rules prescribed by the Canadian Securities Administrators (CSA).

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Change is coming...will you be ready?

An advisor’s greatest value is in working in partnership with clients, creating a plan, helping them understand how the products they purchase fit into their plan, and ensuring that clients make informed rather than emotional decisions.

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