Latest / The Empowered Investor
Fiduciary vs. Suitability: What Every Canadian Investor Needs to Know
About This Episode
In this episode, Keith Matthews sits down with TMA's Chief Compliance Officer and Director of Operations, Michael Baldoni, for an important and eye-opening conversation on a topic most Canadian investors don't fully understand: fiduciary care.
Michael brings a wealth of experience from large financial institutions including National Bank Financial, MD Financial, and Scotia's High Net Worth Division to break down what fiduciary responsibility actually means, how it differs from the industry's more common suitability standard, and why the distinction matters enormously for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.