TITLE

What Can We Learn from Canada's Financial Planning Experience?

AUTHOR(S)
Goss, Robert P.; Sullivan, Neal E.
PUB. DATE
April 2000
SOURCE
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p104
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Canada is witnessing, with the popularity of personal financial planning, some upheaval on the regulatory and organizational fronts. The United States shares similarities to its northern neighbor. Focusing on how financial planning professionals and organizations can learn from these parallels, this article outlines the numerous financial services organizations in Canada and provides an overview of the changing regulatory geography of financial planning there.
ACCESSION #
3060586

 

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