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  Improve Your Financial Knowledge - Part 5

  1-Jun-2022

  12. Financial Services Industry Segments' Acts:

  1. Banking: a) Bank Act (Canada) b) Trust and Loan Companies Act (Canada)

  2. Insurance: a) Insurance Companies Act (Canada) b) Insurance Acts of the provinces and territories

  3. Investment: a) Securities Acts of the provinces and territories b) National Instruments of the Canadian Securities Administrators (CSA) c) Rules of the Self-Regulatory Organizations (SROs)

   

  13. Bank Products and Services:

  1. Deposit Products and Services: Savings accounts * Transactional/chequing accounts * Term deposits * Guaranteed investment certificates (GICs) * Principal protected notes, Market-linked notes * Debit cards * Automated banking machines (ABMs), E-services, Internet banking, Mobile banking

   

  2. Lending Products and Services: Consumer loans (Mortgages, Home equity lines of credit (HELOC), Car loans, Education loans, Personal loans) * Commercial/Business loans * Credit cards

   

  3. Trust Services (Through subsidiary trust company): Trustee services (Trusts, Estates) * Custodian services, Administration, and Management of assets on behalf of the beneficiaries of a trust

   

  You can book your consultation at 

  Https://ABCFinancialAdvisor.com/Book-a-Meeting

  Or call us at 647-830-8080

   

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