We have been actively working on improving the electronic signature tool by upgrading the underlying technology supporting the signature process.  

Click here to save the dates for the 2025 National Business Conference.

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers). 

Kickstart your RRSP season with ease! Below you will find this year’s RRSP loan chart, highlighting our exclusive agreements with our key partners (iA Trust, B2B Bank, Manulife).

Clients can request to have their 10% free and mature units automatically converted into 0% front-end load funds at the end of the year. Here is how to request this conversion, based on the type of account:

Please find below some key reminders regarding letters of indemnity (“LOIs”).

Click here to get a summary of key information to help you prepare for this year’s RRSP season.

Please find below some key reminders regarding letters of indemnity (“LOIs”).

In order to streamline the processing of estate requests and ensure the timely liquidation of a deceased client’s account with the executor and/or beneficiaries, here are four useful tips:

As you may already know, the purpose of National Instrument 54-101 is to provide greater protection for investors by regulating the sharing of personal data with various organizations, including, among others, issuers of exchange traded funds (“ETFs”).

As part of this initiative, we are required to obtain our clients’ explicit authorization for the transmission of their personal information to these entities, or their refusal to do so.