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What is the difference between a CFP and a stock broker?



Our response:

Business titles in the investment industry can be confusing. In Canada, financial planners hold many different titles and designations one of them being, CFP (Certified Financial Planner). Regardless of title remember, any individual who sells investments or provides investment advice must be registered with the securities regulator where they sell or provide advice. In Ontario, it’s simple to check before you invest.

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