United States / Canada / Australia / United Kingdom / /
Currency
USD / /
Event
Product Recall / Product Issues / /
Facility
University University Children Children First / Library of Parliament Parliamentary Information / City University of London / Investment Funds Institute of Canada / /
IndustryTerm
good relationship management / social media connectivity / financial products / online brokerage services / real-time information regarding / motor vehicle manufacturing industry / retail distribution reforms / insurance / finance / consumer technologies / insurance industry / insurance coverage / securities brokerages / social media / pharmaceuticals industry / self-directed investment services / insurance policy selection / illness insurance / aerospace industry / health insurance / banking / life insurance / bank branches / /
Organization
Financial Advisors Association of Canada / Investment and Financial Services Association / Institute of Canada / Cass Business School / Parliament Parliamentary Information and Research Service / University of London / City University / /
Person
Keith Sjögren / Stuart Smith / Rajendra K. Kothari / John MacKinlay / James Mancini / Emily Zhang / Alex Kotsopoulos / Survey / Guy Armstrong / Birth / Dennis Bruce / Benjamin Reed-Hurwitz / Stephen Martin / Ewa Tomaszewska / Julia Bakker / /
Position
Economist / Consultant and Managing Director / Consulting Services / financial advisor / Advisor / Executive Summary Background Financial advisors / advisors / Manager / Co-Author Investor Economics / Vice President / Co-Author / Financial Planner / Director / Consulting Services / Managing Partner / Consultant and Managing Director / financial advisors / National Asset Management Leader / Principal Economist / trusted business advisors / Analyst / Investor Economics / Senior Strategic Advisor / /
Product
study / /
ProvinceOrState
Alberta / Quebec / Saskatchewan / British Columbia / Manitoba / Ontario / /
EXECUTIVE SUMMARY Sound Advice INSIGHTS INTO CANADA’S FINANCIAL ADVICE INDUSTRY July 2014