Michelle Schriver

Industry News

Advocis resolves 2 claims of wrongful dismissal

December 4, 2024 Michelle Schriver
Business lawyer team. Working together of lawyer in the meeting.
Industry News

It’s official: DFSA credential no longer qualifies for FA title use

November 22, 2024 Michelle Schriver
hand holding a megaphone
Industry News

CIFP drops claim against FP Canada over credential approved under Ontario’s title protection

November 21, 2024 Michelle Schriver
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t
Industry News

Corps, trusts affected by capital gains tax changes get temporary interest and penalty relief

November 20, 2024 Michelle Schriver
Exterior of CRA headquarters building
Industry News

CRA doubles number of identified global high-wealth groups over 5 years

November 11, 2024 Michelle Schriver
CRA signage
Building Your Business

Former executive shares ‘the wealthy life’ with clients

November 11, 2024 Michelle Schriver
Sybil Verch
Industry News

CG Wealth Management hits $40B asset threshold, sets sights on doubling that

October 22, 2024 Michelle Schriver
increase
News

Advocis chairman plans for greater board bench strength

October 15, 2024 Michelle Schriver
Al Jones
People

‘It’s time to look ahead,’ new Advocis CEO says

October 7, 2024 Michelle Schriver
a man on a precipice
Research and Markets

Fund industry generated nearly $31B from MERs in 2023

September 26, 2024 Michelle Schriver
Stock market prices
Industry News

Advocis appoints new CEO as it rebuilds following its financial crisis

September 13, 2024 Michelle Schriver
Close up of a handshake
Industry News

Planners receive guidance on withdrawing services, making referrals

September 13, 2024 Michelle Schriver
Shot of two businesspeople working together on a laptop in an office