I'm not in Ontario, but around here (NL), the big banks require the CSC to be completed before selling mutual funds. If you are looking for a financial planner, look for one with at least the CFP designation.
I'm not in Ontario, but around here (NL), the big banks require the CSC to be completed before selling mutual funds. If you are looking for a financial planner, look for one with at least the CFP designation.What does one need to do to be an accredited Financial Planner (or Financial Advisor - are those the same?) in Ontario?
I had a dream about being a CFP once.