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17 June 2016 Comment Letter

Comment Letter to Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives

Kurt Schacht, JD, CFA , James Allen, CFA , Sue Lemon, CFA , Bernhard Eichenlaub, CFA and Michael Thom, CFA

The Committee seeks to ensure that advice from financial advisers and financial planners in Ontario is not conflicted in a way that hurts their clients’ ability to have secure financial futures.

The Committee seeks to ensure that advice from financial advisers and financial planners in Ontario is not conflicted in a way that hurts their clients’ ability to have secure financial futures.

View Comment Letter
Publisher Information
CFA Institute