Resources
Who is working with you and your money?
Resources
Financial Adviser Fees
Resources
Understanding Registration
Resources
Five Steps to Choosing an Advisor
Resources
Introduction to Investments
![Smiling man shaking women's hand](/sites/default/files/styles/teaser_1_1_/public/2023-01/Is%20your%20Investment%20Professional%20Cross-selling%20Investment%20Products.jpg?itok=PUX2OfmX)
Guide
Cross-selling has become a popular strategy for investment professionals. When done properly, it can benefit both the client and the investment professional.
![A house surrounded by water is shielded by a large black umbrella, symbolizing protection.](/sites/default/files/styles/teaser_1_1_/public/2024-06/Natural%20Disasters.jpg?itok=r-Cp0X9D)
Guide
Floods. Hurricanes. Fires. Earthquakes. Last year, Canada reached more than $3.1 billion in insured losses due to catastrophic events1. With climate change, natural disasters and extreme weather events a reality facing all Canadians, you may be wondering if you have the right insurance coverage in place to make sure you are well protected.