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Advisor Report – March 2024 EditionAdvisor Reports2024
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Advisor Report – December 2022 EditionAdvisor Reports2022
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Advisor Report – December 2021 EditionAdvisor Reports2021
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Advisor Report – December 2020 EditionAdvisor Reports2020
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Advisor Report – December 2019 EditionAdvisor Reports2019
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Advisor Report – December 2018 EditionAdvisor Reports2018
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Advisor Report – March 2024 EditionAdvisor Reports2024
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Advisor Report – December 2022 EditionAdvisor Reports2022
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Advisor Report – December 2021 EditionAdvisor Reports2021
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Advisor Report – December 2020 EditionAdvisor Reports2020
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Advisor Report – December 2019 EditionAdvisor Reports2019
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Advisor Report – December 2018 EditionAdvisor Reports2018
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Advisor Report – December 2017 EditionAdvisor Reports2017
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TitleAdvisor ReportYearLinkhf:doc_tags
OM_2024-02: Upcoming Transition to T+ 1 Settlement20242024
Advisor Report – March 2024 Edition20242024
Advisor Report – February 2024 Edition20242024
Advisor Report – January 2024 Edition20242024
OM_2024-01; 2023-2024 RRSP Season Guide/RRSP Contribution Deadline20242024
Advisor Report – December 2023 Edition20232023
Advisor Report – November 2023 Edition20232023
OM 2023-14; 2024 Monthly System Access Fee20232023
OM 2023-13; 2024 OSC and NRD Renewal Fees20232023
Advisor Report – October 2023 Edition20232023
OM_2023-12; Holiday Hours of Operation20232023
OM 2023-11; Updated Forms20232023
CM 2023-12 Update to Pre-Authorized Payments (One-Time PAC)20232023
CM 2023-11 Change to Risk Rating re Mackenzie Investments20232023
Advisor Report – September 2023 Edition20232023
CM 2023-10; Update to the IPQ20232023
Advisor Report – August 2023 Edition20232023
OM_2023-10; Microsoft Teams Phone System20232023
OM 2023-09; E-Signature Documents Requiring Compliance Officer Signature20232023
Advisor Report – July 2023 Edition20232023
OM_2023-08; New Client Document Management System20232023
CM 2023-09; Update to IPQ Policy20232023
CM 2023-08 Change to Risk Rating re Invesco, Manulife and TD20232023
Advisor Report – June 2023 Edition20232023
OM_2023-07; Microsoft Teams Phone System20232023
Advisor Report – May 2023 Edition20232023
OM_2023-06; MFDA, Bonding & Corporate E&O Fees20232023
CM 2023-07 Guidance on KYC and the Elderly Client20232023
CM 2023-06 Change to Risk Rating re Franklin Templeton20232023
Advisor Report – April 2023 Edition20232023
CM 2023-05 Change to Risk Rating re Fidelity Investments20232023
OM_2023-05; Updated Forms20232023
CM 2023-04 Change to Risk Rating for AGF Investments and Fidelity Investments20232023
Advisor Report – March 2023 Edition20232023
OM_2023-04; New Fund Managers Approved with Low-Cost Solutions20232023
Advisor Report – February 2023 Edition20232023
OM_2023-03; E-Signature Documents Requiring Compliance Officer Signature20232023
OM_2023-02; 2022 RRSP Season Guide/RRSP Contribution Deadline20232023
Advisor Report – January 2023 Edition20232023
OM_2023-01; Client Statement Mailing Fees20232023
CM_2023-03; Continuing Education Program (CERTS)20232023
CM_2023-02; Expired KYC Client Notification20232023
CM_2023-01; Change to Risk Rating re Dynamic Funds20232023
Advisor Report – December 2022 Edition20222022
OM_2022-14; 2023 Monthly System Access Fee20222022
OM_2022-13; Updates to w.Connect Regarding Risk Tolerance & Investment Objectives20222022
OM_2022-12; Covington II Fund Windup20222022
OM_2022-12; 2023 OSC & NRD Renewal Fees20222022
OM_2022-11; Holiday Hours of Operation20222022
Advisor Report – November 2022 Edition20222022
OM_2022-10; VentureLink Innovation Fund Windup20222022
Advisor Report – October 2022 Edition20222022
Advisor Report – September 2022 Edition20222022
Advisor Report – August 2022 Edition20222022
OM_2022-08; Changes to Commission Payroll Schedule20222022
Advisor Report – July 2022 Edition20222022
OM_2022-07; MFDA, Bonding & Corporate E&O Fees20222022
Advisor Report – June 2022 Edition20222022
Advisor Report – May 2022 Edition20222022
Advisor Report – April 2022 Edition20222022
Advisor Report – March 2022 Edition20222022
OM_2022-06; Staffing Update20222022
OM_2022-05; New Staffing Announcement20222022
OM_2022-04; Staffing Update20222022
Advisor Report – February 2022 Edition20222022
CM_2022-02; Postponement of new IPQ Requirement20222022
OM_2022-03; New Staffing Announcement20222022
Advisor Report – January 2022 Edition20222022
OM_2022-02; OM_2022-02; Updated Forms20222022
OM_2022-01; Launch of New Website20222022
CM_2022-01; New Trusted Contact Person Form20222022
CM_2021-05; Using the IPQ to support the KYC process20212021
OM_2021-07; 2022 Monthly System Access Fee20212021
OM_2021-06; 2021 Holiday Hours of Operation20212021
OM 2021-05; 2021 OSC and NRD Renewal Fees20212021
Advisor Report – December 2021 Edition20212021
CM_2021-04; Elimination of DSC Purchase Option20212021
CM_2021-03; Anti-Money Laundering & Terrorist Financing Manual Update20212021
Advisor Report – November 2021 Edition20212021
OM_2021-05; Update on B2B Bank Dealer Services E-Authorization Form20212021
Advisor Report – October 2021 Edition20212021
OM_2021-04; New Digital Signature System20212021
Advisor Report – September 2021 Edition20212021
OM_2021-03; Transition to Decentralized messageserv Model20212021
Advisor Report – August 2021 Edition20212021
Advisor Report – July 2021 Edition20212021
Advisor Report – June 2021 Edition20212021
OM_2021-02; Updated Schedule “A” Guidelines to Faxing20212021
CM_2021-02; OSC moves to ban DSC purchase option in Ontario20212021
Advisor Report – May 2021 Edition20212021
Advisor Report – April 2021 Edition20212021
CM_2021-01; Guidance on Assessing Plan KYC Information20212021
Advisor Report – March 2021 Edition20212021
OM_2020-01; Recurring Pre-Authorized Contribution (PAC) Minimum Amount Policy20212021
Advisor Report – February 2021 Edition20212021
Advisor Report – January 2021 Edition20212021
CM_2020-03; Updated Limited Trading Authorization20202020
OM 2020-13; New GP Wealth CRM Interface20202020
CM_2020-02; Update to trade processing related to deposits20202020
OM 2020-12; 2020 OSC and NRD Renewal Fees20202020
OM 2020-11; 2021 Financial Advisor & Branch Commission Schedules20202020
OM_2020-10; 2020 Holiday Hours of Operation20202020
Advisor Report – December 2020 Edition20202020
OM_2020-09; 2021 Monthly System Access Fee20202020
Advisor Report – November 2020 Edition20202020
Advisor Report – October 2020 Edition20202020
Advisor Report – September 2020 Edition20202020
OM_2020-08; New Digital Signature System20202020
Advisor Report – August 2020 Edition20202020
OM_2020-07; MFDA, Bonding & Corporate E&O Fees 2020-202120202020
Advisor Report – July 2020 Edition20202020
Advisor Report – June 2020 Edition20202020
OM_2000-06; Update on Advertising and Marketing Approval Process20202020
Advisor Report – May 2020 Edition20202020
OM_2020-05; Financial Advisor Assistant Agreement20202020
OM_2020-04; Cybersecurity and Exploitation of the COVID-19 Pandemic20202020
Advisor Report – April 2020 Edition20202020
OM_2020-03; B2B Bank Financial Services Temporary eSignature Authorization20202020
OM_2020-02; Implementation of Business Continuity Procedures20202020
Advisor Report – March 2020 Edition20202020
Advisor Report – February 2020 Edition20202020
OM_2020-01; 2020 RRSP Season Guide/RRSP Contribution Deadline20202020
CM_2020-01; Financial Advisor Annual Declaration of Compliance20202020
Advisor Report – January 2020 Edition20202020
OM 2019-13; 2020 Financial Advisor & Branch Commission Schedules20192019
Advisor Report – December 2019 Edition20192019
CM_2019-04; KYC Policy Update20192019
Advisor Report – November 2019 Edition20192019
Advisor Report – October 2019 Edition20192019
Advisor Report – September 2019 Edition20192019
Advisor Report – August 2019 Edition20192019
Advisor Report – July 2019 Edition20192019
Compliance Memorandum 2019-03; Conflicts of Interest and Promotional Activities20192019
Advisor Report – June 2019 Edition20192019
Compliance Memorandum 2019-02; Approved Person Targeted Review20192019
Advisor Report – May 2019 Edition20192019
Advisor Report – April 2019 Edition20192019
Advisor Report – March 2019 Edition20192019
Advisor Report – February 2019 Edition20192019
Compliance Memorandum 2019-01; Financial Advisor Declaration of Compliance20192019
Advisor Report – January 2019 Edition20192019
Advisor Report – December 2018 Edition20182018
Compliance Memorandum 2018-05; Investment Fund Sales Practices20182018
Compliance Memorandum 2018-04; Deferred Sales Charge and Low Load Purchase Option Changes20182018
Advisor Report – November 2018 Edition20182018
Advisor Report – October 2018 Edition20182018
Advisor Report – September 2018 Edition20182018
Advisor Report – August 2018 Edition20182018
Compliance Memo; 2018-03; Lower Management Expense Ratio (“MER”) Series Funds20182018
Compliance Memorandum 2018-02; Electronic Communications20182018
Advisor Report – July 2018 Edition20182018
Advisor Report – June 2018 Edition20182018
Advisor Report – May 2018 Edition20182018
Advisor Report – April 2018 Edition20182018
Advisor Report – March 2018 Edition20182018
Advisor Report – February 2018 Edition20182018
Compliance Memorandum 2018-01; Disclosure of Fees and Charges20182018
Advisor Report – January 2018 Edition20182018
Advisor Report – December 2017 Edition20172017
Advisor Report – November 2017 Edition20172017
Advisor Report – October 2017 Edition20172017
Advisor Report – September 2017 Edition20172017
Advisor Report – August 2017 Edition20172017
Compliance Memorandum 2017-02; AML Update20172017
Advisor Report – July 2017 Edition20172017
Advisor Report – June 2017 Edition20172017
Compliance Memorandum 2017-01; Investor Profile Questionnaire20172017
Compliance Memorandum 2015-07; Signature Falsification20152015
Compliance Memorandum 2015-06; Certified Cheques20152015
Compliance Memorandum 2015-05; Change of fund risk rankings: Franklin Templeton Investments20152015
Compliance Memorandum 2015-04; Change of fund risk rankings: AGF Mutual Funds20152015
Compliance Memorandum 2015-03; Change of fund risk rankings: BMO Guardian20152015
Compliance Memorandum 2015-02; Certified Cheques20152015
Compliance Memorandum 2015-01; Certified Cheques20152015
Compliance Memorandum 2014-05; Banking Information20142014
Compliance Memorandum 2014-04; Point of Sale Document (Fund Facts)20142014
Compliance Memorandum 2014-03; Limited Trading Authorization Form20142014
Compliance Memorandum 2014-02; Updated Client Information Document20142014
Compliance Memorandum 2014-01- Updated Portfolio and Suitability Guidelines20142014
Compliance Memorandum 2013-15; Client Information Document20132013
Compliance Memorandum 2013-14; Syndicated Mortgage Securities20132013
Compliance Memorandum 2013-13; 2014 Financial Advisor Annual Declaration of Compliance20132013
Compliance Memorandum 2013-12; Change of fund risk rankings: Standard Life Mutual Funds20132013
Compliance Memorandum 2013-11; Change of fund risk rankings: CI Investments20132013
Compliance Memorandum 2013-10; Change of fund risk rankings: Money Market Funds20132013
Compliance Memorandum 2013-09; Change of fund risk rankings: Franklin Templeton20132013
Compliance Memorandum 2013-08; Change of fund risk rankings: Bridgehouse Asset Managers (formerly Brandes Investment Partners)20132013
Compliance Memorandum 2013-07; Change of fund risk rankings: Sprott Asset Management20132013
Compliance Memorandum 2013-06; Change of fund risk rankings: NexGen Financial20132013
Compliance Memorandum 2013-05; Manulife Mortgage Referral Agreement and Client Disclosure20132013
Compliance Memorandum 2013-04; MFDA Regulatory Priorities20132013
Compliance Memorandum 2013-03; Annual Compliance Declaration20132013
Compliance Memorandum 2013-02; Sale of PPNs by Approved Persons of MFDA Members20132013
Compliance Memorandum 2013-01; Exempt Products20132013
Compliance Memorandum 2012-09; Using Investment Planning Questionnaires20122012
Compliance Memorandum 2012-08; Documenting Transaction Instructions20122012
Compliance Memorandum 2012-07; Timeliness KYC Updates and Transactions20122012
Compliance Memorandum 2012-06; Walton International Group20122012
Compliance Memorandum 2012-05; Change of fund risk rankings: Invesco Canada20122012
Compliance Memorandum 2012-04; Change of fund risk rankings: Manulife Mutual Funds20122012
Compliance Memorandum 2012-03 RRSP Loan procedures20122012
Compliance Memorandum 2012-02; Sale of M.R.S Trust to B2B Trust20122012
Compliance Memorandum 2012-01- Leverage Policy update; New Leverage Approval Form20122012
Compliance Memorandum 2011-09; New Disclosure; Client Information Document20112011
Compliance Memorandum 2011-08; Change of fund risk rankings: Manulife Mutual Funds20112011
Compliance Memorandum 2011-07; Change of fund risk rankings: TD Mutual Funds20112011
Compliance Memorandum 2011-06; Change of fund risk rankings: CI Mutual Funds20112011
Compliance Memorandum 2011-05; Updating and Reviewing a Client KYC Form20112011
Compliance Memorandum 2011-04; Disclosure of fees and charges20112011
Compliance Memorandum 2011-03; Referral Arrangements20112011
Compliance Memorandum 2011-02; Outside Business Activity20112011
Compliance Memorandum 2011-01; Cheque Procedures20112011
Compliance Memorandum 2010-03; Rationale for Certain Trade Recommendations20102010
Compliance Memo 2010-02; MFDA MR-0074, Leverage Risk Disclosure20102010
Compliance Memorandum 2010-01; Payment of Commissions to Unregistered Corporation20102010

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