Financial Planner Title Regulation in Ontario
Originally Posted on Financial Planning Association of Canada
April 4, 2024
As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation. Ontario is one of the few provinces that has protection on the use of the title “Financial Planner”. As Ontario tends to lead the way in regulation, it’s important that the title is not watered down while they work through their legislation.
You can read the news release from FPAC here.
For other posts that feature Spring in the news, click here.
Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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