What is a Trusted Contact Person?
What is a Trusted Contact Person? A Trusted Contact Person (TCP) is someone you give us written consent to contact...
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All Posts In "Industry & News Updates"
Alert: TFSA Limit 2019
There has been speculation the last few months that the Tax-Free Savings Account contribution limit may be increased next year...
Read MoreCRM2 – Client Fees and Regulatory Changes
Over the last several years the investment industry has been going through a number of changes, many in the background...
Read MoreIndustrial Alliance Acquisition of HollisWealth
December 5, 2016 it was announced that an agreement has been reached that will see Industrial Alliance (iA) acquire HollisWealth...
Read MoreAn example: the impact of the new government housing rules.
Provided to us by Patti Lewis, Mortgage Agent at Invis, an example of the impact the new government rules will have...
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