Michelle Schriver

From the Regulators

IIROC to continue CFR review with focus on KYC and suitability

March 10, 2022 Michelle Schriver
rules and regulations
Building Your Business

3 technology developments investors should watch

February 22, 2022 Michelle Schriver
technological developments
From the Regulators

CFR sweep to provide clarity to industry

February 18, 2022 Michelle Schriver
rules and regulations
From the Regulators

FP Canada to publish interim decisions of disciplinary proceedings

February 1, 2022 Michelle Schriver
advisor and client meeting
Industry News

Helping clients make decisions in tumultuous times

January 13, 2022 Michelle Schriver
Mature businesswoman looking out of window with face mask
Products

Canadians put extra wealth to work in 2021

January 6, 2022 Michelle Schriver
Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept
Products

Canadian ETFs attract more than $5B in November

December 3, 2021 Michelle Schriver
niche investment
Client Communications

Effective planning includes updating beneficiary designations

November 26, 2021 Michelle Schriver
father and son conversation
News

Sun Life clients get access to independent life agents

November 22, 2021 Michelle Schriver
woman jumping ship and leaving
Products

Banks’ product shelf restrictions face scrutiny at Advocis event

November 17, 2021 Michelle Schriver
Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA
Research and Markets

Business resilience includes investment, ESG

October 20, 2021 Michelle Schriver
Client Communications

How to manage ethical dilemmas

October 19, 2021 Michelle Schriver
confused man