Explore the transformative impact of financial technology on the Canadian securities industry, including fintech innovations, challenges to traditional intermediaries, and regulatory considerations.
Explore the profound impact of demographic changes, pension plan transitions, and savings behaviors on the Canadian financial services industry. Understand how these social and economic shifts shape financial planning and investment strategies.
Explore the various types of underwriting agreements, their roles, responsibilities, and financial implications in the Canadian securities market.
Explore the critical role of confidentiality in financial advising, including obligations, strategies, and exceptions within the Canadian financial landscape.
