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Know the rules for using the title “Financial Planner” or “Financial Advisor” in Ontario
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Plus, CE series webinar May 13. Read time: 3 minutes.

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NewsFlash 



Updates and insights for your insurance business – all in one place.



April 24, 2025

Total time to read: 3 minutes



Time to read: 2 minutes

 

Know the rules for using the title “Financial Planner” or

“Financial Advisor” in Ontario

 

Ensure your title is accurate, up-to-date and used consistently in all public-facing communications and platforms.











Krishan, level up your Client conversations by joining our Sun

Life CE Series webinar on May 13.



Topic 1: Mental health and you 

As a Clients’ trusted advisor, you see firsthand the connection between financial health and mental health. Learn how to support yourself, your team and Clients by spotting the signs, speaking up and knowing when and where to direct Clients for additional support.

 

May 13 at 12 p.m. ET
This webinar will be in English.
French session will be at 9 a.m. ET.

 

Topic 2: Sun Critical Illness Insurance (CII) for children

No one expects to become seriously ill, and it’s even more difficult to imagine our own children being impacted by a serious illness. This session will equip you with the knowledge needed to help Clients learn about this important protection for children.

 

May 13 at 1:15 p.m. ET
This webinar will be in English.
French session will be at 10:15 a.m. ET.

 





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