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Bridge over ocean
17 June 2016 Comment Letter

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

  1. Kurt Schacht, JD, CFA
  2. James Allen, CFA
  3. Sue Lemon, CFA
  4. Bernhard Eichenlaub, CFA
  5. 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