Recent conversation with Joel Gorlick Director, Market Conduct Policy at the Financial Services Regulatory Authority of Ontario (FSRA), discussed the recently launched educational campaign with a concern for receiving financial advice from a qualified source.




Financial Services Regulatory Authority of Ontario Has recently introduced a new educational campaign to make sure a protection for the titles of financial advisor and financial planner.

Through this campaign, the Financial Services Regulatory Authority of Ontario (FSRA) aims to ensure that consumers realize the need of speaking with qualified individuals when seeking investment advice. To work with the titles, a person must meet the requirements set forth by the Financial Services Regulatory Authority of Ontario (FSRA)

In response to a question about the impact of this campaign, Joel Gorlick stated, “One thing that we have seen clearly from the result of this survey is that approximately 70% of the people who respond to the survey said they get their financial advice from the internet, word of mouth, or from social media, so our concern is that they get financial advice from qualified source.”