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Canada’s Financial System

The Bank of Canada defines Canada’s financial system as “the channel through which savings become investments, and through which money and financial claims are transferred and settled”. As a dealing representative,…

Financial Markets

A market is a place where buyers and sellers meet. It can be a physical building or an electronic network. It can be local, national, or international. Markets are often categorized…

Economic Factors and Financial Markets

As a dealing representative, your clients will expect you to have an understanding of the Canadian financial markets, and the economic factors that affect markets, including business cycles, government policies,…

Assessing Suitability

Once you have an understanding of your client and the products, you need to assess the suitability of products for your client. Assessing suitability is step 3 in the suitability…

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