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| Edition | Year | Link | hf:doc_tags |
|---|---|---|---|
| Advisor Report – September 2023 Edition | 2023 | 2023 | |
| Advisor Report – August 2023 Edition | 2023 | 2023 | |
| Advisor Report – July 2023 Edition | 2023 | 2023 | |
| Advisor Report – June 2023 Edition | 2023 | 2023 | |
| Advisor Report – May 2023 Edition | 2023 | 2023 | |
| Advisor Report – April 2023 Edition | 2023 | 2023 | |
| Advisor Report – March 2023 Edition | 2023 | 2023 | |
| Advisor Report – February 2023 Edition | 2023 | 2023 | |
| Advisor Report – January 2023 Edition | 2023 | 2023 | |
| Advisor Report – December 2022 Edition | 2022 | 2022 | |
| Advisor Report – November 2022 Edition | 2022 | 2022 | |
| Advisor Report – October 2022 Edition | 2022 | 2022 | |
| Advisor Report – September 2022 Edition | 2022 | 2022 | |
| Advisor Report – August 2022 Edition | 2022 | 2022 | |
| Advisor Report – July 2022 Edition | 2022 | 2022 | |
| Advisor Report – June 2022 Edition | 2022 | 2022 | |
| Advisor Report – May 2022 Edition | 2022 | 2022 | |
| Advisor Report – April 2022 Edition | 2022 | 2022 | |
| Advisor Report – March 2022 Edition | 2022 | 2022 | |
| Advisor Report – February 2022 Edition | 2022 | 2022 | |
| Advisor Report – January 2022 Edition | 2022 | 2022 | |
| Advisor Report – December 2021 Edition | 2021 | 2021 | |
| Advisor Report – November 2021 Edition | 2021 | 2021 | |
| Advisor Report – October 2021 Edition | 2021 | 2021 | |
| Advisor Report – September 2021 Edition | 2021 | 2021 | |
| Advisor Report – August 2021 Edition | 2021 | 2021 | |
| Advisor Report – July 2021 Edition | 2021 | 2021 | |
| Advisor Report – June 2021 Edition | 2021 | 2021 | |
| Advisor Report – May 2021 Edition | 2021 | 2021 | |
| Advisor Report – April 2021 Edition | 2021 | 2021 | |
| Advisor Report – March 2021 Edition | 2021 | 2021 | |
| Advisor Report – February 2021 Edition | 2021 | 2021 | |
| Advisor Report – January 2021 Edition | 2021 | 2021 | |
| Advisor Report – December 2020 Edition | 2020 | 2020 | |
| Advisor Report – November 2020 Edition | 2020 | 2020 | |
| Advisor Report – October 2020 Edition | 2020 | 2020 | |
| Advisor Report – September 2020 Edition | 2020 | 2020 | |
| Advisor Report – August 2020 Edition | 2020 | 2020 | |
| Advisor Report – July 2020 Edition | 2020 | 2020 | |
| Advisor Report – June 2020 Edition | 2020 | 2020 | |
| Advisor Report – May 2020 Edition | 2020 | 2020 | |
| Advisor Report – April 2020 Edition | 2020 | 2020 | |
| Advisor Report – March 2020 Edition | 2020 | 2020 | |
| Advisor Report – February 2020 Edition | 2020 | 2020 | |
| Advisor Report – January 2020 Edition | 2020 | 2020 | |
| Advisor Report – December 2019 Edition | 2019 | 2019 | |
| Advisor Report – November 2019 Edition | 2019 | 2019 | |
| Advisor Report – October 2019 Edition | 2019 | 2019 | |
| Advisor Report – September 2019 Edition | 2019 | 2019 | |
| Advisor Report – August 2019 Edition | 2019 | 2019 | |
| Advisor Report – July 2019 Edition | 2019 | 2019 | |
| Advisor Report – June 2019 Edition | 2019 | 2019 | |
| Advisor Report – May 2019 Edition | 2019 | 2019 | |
| Advisor Report – April 2019 Edition | 2019 | 2019 | |
| Advisor Report – March 2019 Edition | 2019 | 2019 | |
| Advisor Report – February 2019 Edition | 2019 | 2019 | |
| Advisor Report – January 2019 Edition | 2019 | 2019 | |
| Advisor Report – December 2018 Edition | 2018 | 2018 | |
| Advisor Report – November 2018 Edition | 2018 | 2018 | |
| Advisor Report – October 2018 Edition | 2018 | 2018 | |
| Advisor Report – September 2018 Edition | 2018 | 2018 | |
| Advisor Report – August 2018 Edition | 2018 | 2018 | |
| Advisor Report – July 2018 Edition | 2018 | 2018 | |
| Advisor Report – June 2018 Edition | 2018 | 2018 | |
| Advisor Report – May 2018 Edition | 2018 | 2018 | |
| Advisor Report – April 2018 Edition | 2018 | 2018 | |
| Advisor Report – March 2018 Edition | 2018 | 2018 | |
| Advisor Report – February 2018 Edition | 2018 | 2018 | |
| Advisor Report – January 2018 Edition | 2018 | 2018 | |
| Advisor Report – December 2017 Edition | 2017 | 2017 | |
| Advisor Report – November 2017 Edition | 2017 | 2017 | |
| Advisor Report – October 2017 Edition | 2017 | 2017 | |
| Advisor Report – September 2017 Edition | 2017 | 2017 | |
| Advisor Report – August 2017 Edition | 2017 | 2017 | |
| Advisor Report – July 2017 Edition | 2017 | 2017 | |
| Advisor Report – June 2017 Edition | 2017 | 2017 |
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Title Categories Link hf:doc_categories Advisor Report – September 2023 Edition Advisor Reports advisor-reports Advisor Report – August 2023 Edition Advisor Reports advisor-reports Advisor Report – July 2023 Edition Advisor Reports advisor-reports Advisor Report – June 2023 Edition Advisor Reports advisor-reports Advisor Report – May 2023 Edition Advisor Reports advisor-reports Advisor Report – April 2023 Edition Advisor Reports advisor-reports Advisor Report – March 2023 Edition Advisor Reports advisor-reports Advisor Report – February 2023 Edition Advisor Reports advisor-reports Advisor Report – January 2023 Edition Advisor Reports advisor-reports Advisor Report – December 2022 Edition Advisor Reports advisor-reports Advisor Report – November 2022 Edition Advisor Reports advisor-reports Advisor Report – October 2022 Edition Advisor Reports advisor-reports Advisor Report – September 2022 Edition Advisor Reports advisor-reports Advisor Report – August 2022 Edition Advisor Reports advisor-reports Advisor Report – July 2022 Edition Advisor Reports advisor-reports Advisor Report – June 2022 Edition Advisor Reports advisor-reports Advisor Report – May 2022 Edition Advisor Reports advisor-reports Advisor Report – April 2022 Edition Advisor Reports advisor-reports Advisor Report – March 2022 Edition Advisor Reports advisor-reports Advisor Report – February 2022 Edition Advisor Reports advisor-reports Advisor Report – January 2022 Edition Advisor Reports advisor-reports Advisor Report – December 2021 Edition Advisor Reports advisor-reports Advisor Report – November 2021 Edition Advisor Reports advisor-reports Advisor Report – October 2021 Edition Advisor Reports advisor-reports Advisor Report – September 2021 Edition Advisor Reports advisor-reports Advisor Report – August 2021 Edition Advisor Reports advisor-reports Advisor Report – July 2021 Edition Advisor Reports advisor-reports Advisor Report – June 2021 Edition Advisor Reports advisor-reports Advisor Report – May 2021 Edition Advisor Reports advisor-reports Advisor Report – April 2021 Edition Advisor Reports advisor-reports Advisor Report – March 2021 Edition Advisor Reports advisor-reports Advisor Report – February 2021 Edition Advisor Reports advisor-reports Advisor Report – January 2021 Edition Advisor Reports advisor-reports Advisor Report – December 2020 Edition Advisor Reports advisor-reports Advisor Report – November 2020 Edition Advisor Reports advisor-reports Advisor Report – October 2020 Edition Advisor Reports advisor-reports Advisor Report – September 2020 Edition Advisor Reports advisor-reports Advisor Report – August 2020 Edition Advisor Reports advisor-reports Advisor Report – July 2020 Edition Advisor Reports advisor-reports Advisor Report – June 2020 Edition Advisor Reports advisor-reports Advisor Report – May 2020 Edition Advisor Reports advisor-reports Advisor Report – April 2020 Edition Advisor Reports advisor-reports Advisor Report – March 2020 Edition Advisor Reports advisor-reports Advisor Report – February 2020 Edition Advisor Reports advisor-reports Advisor Report – January 2020 Edition Advisor Reports advisor-reports Advisor Report – December 2019 Edition Advisor Reports advisor-reports Advisor Report – November 2019 Edition Advisor Reports advisor-reports Advisor Report – October 2019 Edition Advisor Reports advisor-reports Advisor Report – September 2019 Edition Advisor Reports advisor-reports Advisor Report – August 2019 Edition Advisor Reports advisor-reports Advisor Report – July 2019 Edition Advisor Reports advisor-reports Advisor Report – June 2019 Edition Advisor Reports advisor-reports Advisor Report – May 2019 Edition Advisor Reports advisor-reports Advisor Report – April 2019 Edition Advisor Reports advisor-reports Advisor Report – March 2019 Edition Advisor Reports advisor-reports Advisor Report – February 2019 Edition Advisor Reports advisor-reports Advisor Report – January 2019 Edition Advisor Reports advisor-reports Advisor Report – December 2018 Edition Advisor Reports advisor-reports Advisor Report – November 2018 Edition Advisor Reports advisor-reports Advisor Report – October 2018 Edition Advisor Reports advisor-reports Advisor Report – September 2018 Edition Advisor Reports advisor-reports Advisor Report – August 2018 Edition Advisor Reports advisor-reports Advisor Report – July 2018 Edition Advisor Reports advisor-reports Advisor Report – June 2018 Edition Advisor Reports advisor-reports Advisor Report – May 2018 Edition Advisor Reports advisor-reports Advisor Report – April 2018 Edition Advisor Reports advisor-reports Advisor Report – March 2018 Edition Advisor Reports advisor-reports Advisor Report – February 2018 Edition Advisor Reports advisor-reports Advisor Report – January 2018 Edition Advisor Reports advisor-reports Advisor Report – December 2017 Edition Advisor Reports advisor-reports Advisor Report – November 2017 Edition Advisor Reports advisor-reports Advisor Report – October 2017 Edition Advisor Reports advisor-reports Advisor Report – September 2017 Edition Advisor Reports advisor-reports Advisor Report – August 2017 Edition Advisor Reports advisor-reports Advisor Report – July 2017 Edition Advisor Reports advisor-reports Advisor Report – June 2017 Edition Advisor Reports advisor-reports
Category Year Link hf:doc_categories hf:doc_tags Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2023 advisor-reports 2023 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2022 advisor-reports 2022 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2021 advisor-reports 2021 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2020 advisor-reports 2020 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2019 advisor-reports 2019 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2018 advisor-reports 2018 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017 Advisor Reports 2017 advisor-reports 2017
Title Categories Link hf:doc_tags Advisor Report – September 2023 Edition Advisor Reports 2023 Advisor Report – August 2023 Edition Advisor Reports 2023 Advisor Report – July 2023 Edition Advisor Reports 2023 Advisor Report – June 2023 Edition Advisor Reports 2023 Advisor Report – May 2023 Edition Advisor Reports 2023 Advisor Report – April 2023 Edition Advisor Reports 2023 Advisor Report – March 2023 Edition Advisor Reports 2023 Advisor Report – February 2023 Edition Advisor Reports 2023 Advisor Report – January 2023 Edition Advisor Reports 2023 Advisor Report – December 2022 Edition Advisor Reports 2022 Advisor Report – November 2022 Edition Advisor Reports 2022 Advisor Report – October 2022 Edition Advisor Reports 2022 Advisor Report – September 2022 Edition Advisor Reports 2022 Advisor Report – August 2022 Edition Advisor Reports 2022 Advisor Report – July 2022 Edition Advisor Reports 2022 Advisor Report – June 2022 Edition Advisor Reports 2022 Advisor Report – May 2022 Edition Advisor Reports 2022 Advisor Report – April 2022 Edition Advisor Reports 2022 Advisor Report – March 2022 Edition Advisor Reports 2022 Advisor Report – February 2022 Edition Advisor Reports 2022 Advisor Report – January 2022 Edition Advisor Reports 2022 Advisor Report – December 2021 Edition Advisor Reports 2021 Advisor Report – November 2021 Edition Advisor Reports 2021 Advisor Report – October 2021 Edition Advisor Reports 2021 Advisor Report – September 2021 Edition Advisor Reports 2021 Advisor Report – August 2021 Edition Advisor Reports 2021 Advisor Report – July 2021 Edition Advisor Reports 2021 Advisor Report – June 2021 Edition Advisor Reports 2021 Advisor Report – May 2021 Edition Advisor Reports 2021 Advisor Report – April 2021 Edition Advisor Reports 2021 Advisor Report – March 2021 Edition Advisor Reports 2021 Advisor Report – February 2021 Edition Advisor Reports 2021 Advisor Report – January 2021 Edition Advisor Reports 2021 Advisor Report – December 2020 Edition Advisor Reports 2020 Advisor Report – November 2020 Edition Advisor Reports 2020 Advisor Report – October 2020 Edition Advisor Reports 2020 Advisor Report – September 2020 Edition Advisor Reports 2020 Advisor Report – August 2020 Edition Advisor Reports 2020 Advisor Report – July 2020 Edition Advisor Reports 2020 Advisor Report – June 2020 Edition Advisor Reports 2020 Advisor Report – May 2020 Edition Advisor Reports 2020 Advisor Report – April 2020 Edition Advisor Reports 2020 Advisor Report – March 2020 Edition Advisor Reports 2020 Advisor Report – February 2020 Edition Advisor Reports 2020 Advisor Report – January 2020 Edition Advisor Reports 2020 Advisor Report – December 2019 Edition Advisor Reports 2019 Advisor Report – November 2019 Edition Advisor Reports 2019 Advisor Report – October 2019 Edition Advisor Reports 2019 Advisor Report – September 2019 Edition Advisor Reports 2019 Advisor Report – August 2019 Edition Advisor Reports 2019 Advisor Report – July 2019 Edition Advisor Reports 2019 Advisor Report – June 2019 Edition Advisor Reports 2019 Advisor Report – May 2019 Edition Advisor Reports 2019 Advisor Report – April 2019 Edition Advisor Reports 2019 Advisor Report – March 2019 Edition Advisor Reports 2019 Advisor Report – February 2019 Edition Advisor Reports 2019 Advisor Report – January 2019 Edition Advisor Reports 2019 Advisor Report – December 2018 Edition Advisor Reports 2018 Advisor Report – November 2018 Edition Advisor Reports 2018 Advisor Report – October 2018 Edition Advisor Reports 2018 Advisor Report – September 2018 Edition Advisor Reports 2018 Advisor Report – August 2018 Edition Advisor Reports 2018 Advisor Report – July 2018 Edition Advisor Reports 2018 Advisor Report – June 2018 Edition Advisor Reports 2018 Advisor Report – May 2018 Edition Advisor Reports 2018 Advisor Report – April 2018 Edition Advisor Reports 2018 Advisor Report – March 2018 Edition Advisor Reports 2018 Advisor Report – February 2018 Edition Advisor Reports 2018 Advisor Report – January 2018 Edition Advisor Reports 2018 Advisor Report – December 2017 Edition Advisor Reports 2017 Advisor Report – November 2017 Edition Advisor Reports 2017 Advisor Report – October 2017 Edition Advisor Reports 2017 Advisor Report – September 2017 Edition Advisor Reports 2017 Advisor Report – August 2017 Edition Advisor Reports 2017 Advisor Report – July 2017 Edition Advisor Reports 2017 Advisor Report – June 2017 Edition Advisor Reports 2017
Title Categories Link hf:doc_tags Advisor Report – September 2023 Edition Advisor Reports 2023 Advisor Report – August 2023 Edition Advisor Reports 2023 Advisor Report – July 2023 Edition Advisor Reports 2023 Advisor Report – June 2023 Edition Advisor Reports 2023 Advisor Report – May 2023 Edition Advisor Reports 2023 Advisor Report – April 2023 Edition Advisor Reports 2023 Advisor Report – March 2023 Edition Advisor Reports 2023 Advisor Report – February 2023 Edition Advisor Reports 2023 Advisor Report – January 2023 Edition Advisor Reports 2023 Advisor Report – December 2022 Edition Advisor Reports 2022 Advisor Report – November 2022 Edition Advisor Reports 2022 Advisor Report – October 2022 Edition Advisor Reports 2022 Advisor Report – September 2022 Edition Advisor Reports 2022 Advisor Report – August 2022 Edition Advisor Reports 2022 Advisor Report – July 2022 Edition Advisor Reports 2022 Advisor Report – June 2022 Edition Advisor Reports 2022 Advisor Report – May 2022 Edition Advisor Reports 2022 Advisor Report – April 2022 Edition Advisor Reports 2022 Advisor Report – March 2022 Edition Advisor Reports 2022 Advisor Report – February 2022 Edition Advisor Reports 2022 Advisor Report – January 2022 Edition Advisor Reports 2022 Advisor Report – December 2021 Edition Advisor Reports 2021 Advisor Report – November 2021 Edition Advisor Reports 2021 Advisor Report – October 2021 Edition Advisor Reports 2021 Advisor Report – September 2021 Edition Advisor Reports 2021 Advisor Report – August 2021 Edition Advisor Reports 2021 Advisor Report – July 2021 Edition Advisor Reports 2021 Advisor Report – June 2021 Edition Advisor Reports 2021 Advisor Report – May 2021 Edition Advisor Reports 2021 Advisor Report – April 2021 Edition Advisor Reports 2021 Advisor Report – March 2021 Edition Advisor Reports 2021 Advisor Report – February 2021 Edition Advisor Reports 2021 Advisor Report – January 2021 Edition Advisor Reports 2021 Advisor Report – December 2020 Edition Advisor Reports 2020 Advisor Report – November 2020 Edition Advisor Reports 2020 Advisor Report – October 2020 Edition Advisor Reports 2020 Advisor Report – September 2020 Edition Advisor Reports 2020 Advisor Report – August 2020 Edition Advisor Reports 2020 Advisor Report – July 2020 Edition Advisor Reports 2020 Advisor Report – June 2020 Edition Advisor Reports 2020 Advisor Report – May 2020 Edition Advisor Reports 2020 Advisor Report – April 2020 Edition Advisor Reports 2020 Advisor Report – March 2020 Edition Advisor Reports 2020 Advisor Report – February 2020 Edition Advisor Reports 2020 Advisor Report – January 2020 Edition Advisor Reports 2020 Advisor Report – December 2019 Edition Advisor Reports 2019 Advisor Report – November 2019 Edition Advisor Reports 2019 Advisor Report – October 2019 Edition Advisor Reports 2019 Advisor Report – September 2019 Edition Advisor Reports 2019 Advisor Report – August 2019 Edition Advisor Reports 2019 Advisor Report – July 2019 Edition Advisor Reports 2019 Advisor Report – June 2019 Edition Advisor Reports 2019 Advisor Report – May 2019 Edition Advisor Reports 2019 Advisor Report – April 2019 Edition Advisor Reports 2019 Advisor Report – March 2019 Edition Advisor Reports 2019 Advisor Report – February 2019 Edition Advisor Reports 2019 Advisor Report – January 2019 Edition Advisor Reports 2019 Advisor Report – December 2018 Edition Advisor Reports 2018 Advisor Report – November 2018 Edition Advisor Reports 2018 Advisor Report – October 2018 Edition Advisor Reports 2018 Advisor Report – September 2018 Edition Advisor Reports 2018 Advisor Report – August 2018 Edition Advisor Reports 2018 Advisor Report – July 2018 Edition Advisor Reports 2018 Advisor Report – June 2018 Edition Advisor Reports 2018 Advisor Report – May 2018 Edition Advisor Reports 2018 Advisor Report – April 2018 Edition Advisor Reports 2018 Advisor Report – March 2018 Edition Advisor Reports 2018 Advisor Report – February 2018 Edition Advisor Reports 2018 Advisor Report – January 2018 Edition Advisor Reports 2018 Advisor Report – December 2017 Edition Advisor Reports 2017 Advisor Report – November 2017 Edition Advisor Reports 2017 Advisor Report – October 2017 Edition Advisor Reports 2017 Advisor Report – September 2017 Edition Advisor Reports 2017 Advisor Report – August 2017 Edition Advisor Reports 2017 Advisor Report – July 2017 Edition Advisor Reports 2017 Advisor Report – June 2017 Edition Advisor Reports 2017
Title Advisor Report Year Link hf:doc_tags CM 2023-12 Update to Pre-Authorized Payments (One-Time PAC) 2023 2023 CM 2023-11 Change to Risk Rating re Mackenzie Investments 2023 2023 Advisor Report – September 2023 Edition 2023 2023 CM 2023-10; Update to the IPQ 2023 2023 Advisor Report – August 2023 Edition 2023 2023 OM_2023-10; Microsoft Teams Phone System 2023 2023 OM 2023-09; E-Signature Documents Requiring Compliance Officer Signature 2023 2023 Advisor Report – July 2023 Edition 2023 2023 OM_2023-08; New Client Document Management System 2023 2023 CM 2023-09; Update to IPQ Policy 2023 2023 CM 2023-08 Change to Risk Rating re Invesco, Manulife and TD 2023 2023 Advisor Report – June 2023 Edition 2023 2023 OM_2023-07; Microsoft Teams Phone System 2023 2023 Advisor Report – May 2023 Edition 2023 2023 OM_2023-06; MFDA, Bonding & Corporate E&O Fees 2023 2023 CM 2023-07 Guidance on KYC and the Elderly Client 2023 2023 CM 2023-06 Change to Risk Rating re Franklin Templeton 2023 2023 Advisor Report – April 2023 Edition 2023 2023 CM 2023-05 Change to Risk Rating re Fidelity Investments 2023 2023 OM_2023-05; Updated Forms 2023 2023 CM 2023-04 Change to Risk Rating for AGF Investments and Fidelity Investments 2023 2023 Advisor Report – March 2023 Edition 2023 2023 OM_2023-04; New Fund Managers Approved with Low-Cost Solutions 2023 2023 Advisor Report – February 2023 Edition 2023 2023 OM_2023-03; E-Signature Documents Requiring Compliance Officer Signature 2023 2023 OM_2023-02; 2022 RRSP Season Guide/RRSP Contribution Deadline 2023 2023 Advisor Report – January 2023 Edition 2023 2023 OM_2023-01; Client Statement Mailing Fees 2023 2023 CM_2023-03; Continuing Education Program (CERTS) 2023 2023 CM_2023-02; Expired KYC Client Notification 2023 2023 CM_2023-01; Change to Risk Rating re Dynamic Funds 2023 2023 Advisor Report – December 2022 Edition 2022 2022 OM_2022-14; 2023 Monthly System Access Fee 2022 2022 OM_2022-13; Updates to w.Connect Regarding Risk Tolerance & Investment Objectives 2022 2022 OM_2022-12; Covington II Fund Windup 2022 2022 OM_2022-12; 2023 OSC & NRD Renewal Fees 2022 2022 OM_2022-11; Holiday Hours of Operation (updated) 2022 2022 Advisor Report – November 2022 Edition 2022 2022 OM_2022-10; VentureLink Innovation Fund Windup 2022 2022 Advisor Report – October 2022 Edition 2022 2022 Advisor Report – September 2022 Edition 2022 2022 Advisor Report – August 2022 Edition 2022 2022 OM_2022-08; Changes to Commission Payroll Schedule 2022 2022 Advisor Report – July 2022 Edition 2022 2022 OM_2022-07; MFDA, Bonding & Corporate E&O Fees 2022 2022 Advisor Report – June 2022 Edition 2022 2022 Advisor Report – May 2022 Edition 2022 2022 Advisor Report – April 2022 Edition 2022 2022 Advisor Report – March 2022 Edition 2022 2022 OM_2022-06; Staffing Update 2022 2022 OM_2022-05; New Staffing Announcement 2022 2022 OM_2022-04; Staffing Update 2022 2022 Advisor Report – February 2022 Edition 2022 2022 CM_2022-02; Postponement of new IPQ Requirement 2022 2022 OM_2022-03; New Staffing Announcement 2022 2022 Advisor Report – January 2022 Edition 2022 2022 OM_2022-02; OM_2022-02; Updated Forms 2022 2022 OM_2022-01; Launch of New Website 2022 2022 CM_2022-01; New Trusted Contact Person Form 2022 2022 CM_2021-05; Using the IPQ to support the KYC process 2021 2021 OM_2021-07; 2022 Monthly System Access Fee 2021 2021 OM_2021-06; 2021 Holiday Hours of Operation 2021 2021 OM 2021-05; 2021 OSC and NRD Renewal Fees 2021 2021 Advisor Report – December 2021 Edition 2021 2021 CM_2021-04; Elimination of DSC Purchase Option 2021 2021 CM_2021-03; Anti-Money Laundering & Terrorist Financing Manual Update 2021 2021 Advisor Report – November 2021 Edition 2021 2021 OM_2021-05; Update on B2B Bank Dealer Services E-Authorization Form 2021 2021 Advisor Report – October 2021 Edition 2021 2021 OM_2021-04; New Digital Signature System 2021 2021 Advisor Report – September 2021 Edition 2021 2021 OM_2021-03; Transition to Decentralized messageserv Model 2021 2021 Advisor Report – August 2021 Edition 2021 2021 Advisor Report – July 2021 Edition 2021 2021 Advisor Report – June 2021 Edition 2021 2021 OM_2021-02; Updated Schedule “A” Guidelines to Faxing 2021 2021 CM_2021-02; OSC moves to ban DSC purchase option in Ontario 2021 2021 Advisor Report – May 2021 Edition 2021 2021 Advisor Report – April 2021 Edition 2021 2021 CM_2021-01; Guidance on Assessing Plan KYC Information 2021 2021 Advisor Report – March 2021 Edition 2021 2021 OM_2020-01; Recurring Pre-Authorized Contribution (PAC) Minimum Amount Policy 2021 2021 Advisor Report – February 2021 Edition 2021 2021 Advisor Report – January 2021 Edition 2021 2021 CM_2020-03; Updated Limited Trading Authorization 2020 2020 OM 2020-13; New GP Wealth CRM Interface 2020 2020 CM_2020-02; Update to trade processing related to deposits 2020 2020 OM 2020-12; 2020 OSC and NRD Renewal Fees 2020 2020 OM 2020-11; 2021 Financial Advisor & Branch Commission Schedules 2020 2020 OM_2020-10; 2020 Holiday Hours of Operation 2020 2020 Advisor Report – December 2020 Edition 2020 2020 OM_2020-09; 2021 Monthly System Access Fee 2020 2020 Advisor Report – November 2020 Edition 2020 2020 Advisor Report – October 2020 Edition 2020 2020 Advisor Report – September 2020 Edition 2020 2020 OM_2020-08; New Digital Signature System 2020 2020 Advisor Report – August 2020 Edition 2020 2020 OM_2020-07; MFDA, Bonding & Corporate E&O Fees 2020-2021 2020 2020 Advisor Report – July 2020 Edition 2020 2020 Advisor Report – June 2020 Edition 2020 2020 OM_2000-06; Update on Advertising and Marketing Approval Process 2020 2020 Advisor Report – May 2020 Edition 2020 2020 OM_2020-05; Financial Advisor Assistant Agreement 2020 2020 OM_2020-04; Cybersecurity and Exploitation of the COVID-19 Pandemic 2020 2020 Advisor Report – April 2020 Edition 2020 2020 OM_2020-03; B2B Bank Financial Services Temporary eSignature Authorization 2020 2020 OM_2020-02; Implementation of Business Continuity Procedures 2020 2020 Advisor Report – March 2020 Edition 2020 2020 Advisor Report – February 2020 Edition 2020 2020 OM_2020-01; 2020 RRSP Season Guide/RRSP Contribution Deadline 2020 2020 CM_2020-01; Financial Advisor Annual Declaration of Compliance 2020 2020 Advisor Report – January 2020 Edition 2020 2020 OM 2019-13; 2020 Financial Advisor & Branch Commission Schedules 2019 2019 Advisor Report – December 2019 Edition 2019 2019 CM_2019-04; KYC Policy Update 2019 2019 Advisor Report – November 2019 Edition 2019 2019 Advisor Report – October 2019 Edition 2019 2019 Advisor Report – September 2019 Edition 2019 2019 Advisor Report – August 2019 Edition 2019 2019 Advisor Report – July 2019 Edition 2019 2019 Compliance Memorandum 2019-03; Conflicts of Interest and Promotional Activities 2019 2019 Advisor Report – June 2019 Edition 2019 2019 Compliance Memorandum 2019-02; Approved Person Targeted Review 2019 2019 Advisor Report – May 2019 Edition 2019 2019 Advisor Report – April 2019 Edition 2019 2019 Advisor Report – March 2019 Edition 2019 2019 Advisor Report – February 2019 Edition 2019 2019 Compliance Memorandum 2019-01; Financial Advisor Declaration of Compliance 2019 2019 Advisor Report – January 2019 Edition 2019 2019 Advisor Report – December 2018 Edition 2018 2018 Compliance Memorandum 2018-05; Investment Fund Sales Practices 2018 2018 Compliance Memorandum 2018-04; Deferred Sales Charge and Low Load Purchase Option Changes 2018 2018 Advisor Report – November 2018 Edition 2018 2018 Advisor Report – October 2018 Edition 2018 2018 Advisor Report – September 2018 Edition 2018 2018 Advisor Report – August 2018 Edition 2018 2018 Compliance Memo; 2018-03; Lower Management Expense Ratio (“MER”) Series Funds 2018 2018 Compliance Memorandum 2018-02; Electronic Communications 2018 2018 Advisor Report – July 2018 Edition 2018 2018 Advisor Report – June 2018 Edition 2018 2018 Advisor Report – May 2018 Edition 2018 2018 Advisor Report – April 2018 Edition 2018 2018 Advisor Report – March 2018 Edition 2018 2018 Advisor Report – February 2018 Edition 2018 2018 Compliance Memorandum 2018-01; Disclosure of Fees and Charges 2018 2018 Advisor Report – January 2018 Edition 2018 2018 Advisor Report – December 2017 Edition 2017 2017 Advisor Report – November 2017 Edition 2017 2017 Advisor Report – October 2017 Edition 2017 2017 Advisor Report – September 2017 Edition 2017 2017 Advisor Report – August 2017 Edition 2017 2017 Compliance Memorandum 2017-02; AML Update 2017 2017 Advisor Report – July 2017 Edition 2017 2017 Advisor Report – June 2017 Edition 2017 2017 Compliance Memorandum 2017-01; Investor Profile Questionnaire 2017 2017 Compliance Memorandum 2015-07; Signature Falsification 2015 2015 Compliance Memorandum 2015-06; Certified Cheques 2015 2015 Compliance Memorandum 2015-05; Change of fund risk rankings: Franklin Templeton Investments 2015 2015 Compliance Memorandum 2015-04; Change of fund risk rankings: AGF Mutual Funds 2015 2015 Compliance Memorandum 2015-03; Change of fund risk rankings: BMO Guardian 2015 2015 Compliance Memorandum 2015-02; Certified Cheques 2015 2015 Compliance Memorandum 2015-01; Certified Cheques 2015 2015 Compliance Memorandum 2014-05; Banking Information 2014 2014 Compliance Memorandum 2014-04; Point of Sale Document (Fund Facts) 2014 2014 Compliance Memorandum 2014-03; Limited Trading Authorization Form 2014 2014 Compliance Memorandum 2014-02; Updated Client Information Document 2014 2014 Compliance Memorandum 2014-01- Updated Portfolio and Suitability Guidelines 2014 2014 Compliance Memorandum 2013-15; Client Information Document 2013 2013 Compliance Memorandum 2013-14; Syndicated Mortgage Securities 2013 2013 Compliance Memorandum 2013-13; 2014 Financial Advisor Annual Declaration of Compliance 2013 2013 Compliance Memorandum 2013-12; Change of fund risk rankings: Standard Life Mutual Funds 2013 2013 Compliance Memorandum 2013-11; Change of fund risk rankings: CI Investments 2013 2013 Compliance Memorandum 2013-10; Change of fund risk rankings: Money Market Funds 2013 2013 Compliance Memorandum 2013-09; Change of fund risk rankings: Franklin Templeton 2013 2013 Compliance Memorandum 2013-08; Change of fund risk rankings: Bridgehouse Asset Managers (formerly Brandes Investment Partners) 2013 2013 Compliance Memorandum 2013-07; Change of fund risk rankings: Sprott Asset Management 2013 2013 Compliance Memorandum 2013-06; Change of fund risk rankings: NexGen Financial 2013 2013 Compliance Memorandum 2013-05; Manulife Mortgage Referral Agreement and Client Disclosure 2013 2013 Compliance Memorandum 2013-04; MFDA Regulatory Priorities 2013 2013 Compliance Memorandum 2013-03; Annual Compliance Declaration 2013 2013 Compliance Memorandum 2013-02; Sale of PPNs by Approved Persons of MFDA Members 2013 2013 Compliance Memorandum 2013-01; Exempt Products 2013 2013 Compliance Memorandum 2012-09; Using Investment Planning Questionnaires 2012 2012 Compliance Memorandum 2012-08; Documenting Transaction Instructions 2012 2012 Compliance Memorandum 2012-07; Timeliness KYC Updates and Transactions 2012 2012 Compliance Memorandum 2012-06; Walton International Group 2012 2012 Compliance Memorandum 2012-05; Change of fund risk rankings: Invesco Canada 2012 2012 Compliance Memorandum 2012-04; Change of fund risk rankings: Manulife Mutual Funds 2012 2012 Compliance Memorandum 2012-03 RRSP Loan procedures 2012 2012 Compliance Memorandum 2012-02; Sale of M.R.S Trust to B2B Trust 2012 2012 Compliance Memorandum 2012-01- Leverage Policy update; New Leverage Approval Form 2012 2012 Compliance Memorandum 2011-09; New Disclosure; Client Information Document 2011 2011 Compliance Memorandum 2011-08; Change of fund risk rankings: Manulife Mutual Funds 2011 2011 Compliance Memorandum 2011-07; Change of fund risk rankings: TD Mutual Funds 2011 2011 Compliance Memorandum 2011-06; Change of fund risk rankings: CI Mutual Funds 2011 2011 Compliance Memorandum 2011-05; Updating and Reviewing a Client KYC Form 2011 2011 Compliance Memorandum 2011-04; Disclosure of fees and charges 2011 2011 Compliance Memorandum 2011-03; Referral Arrangements 2011 2011 Compliance Memorandum 2011-02; Outside Business Activity 2011 2011 Compliance Memorandum 2011-01; Cheque Procedures 2011 2011 Compliance Memorandum 2010-03; Rationale for Certain Trade Recommendations 2010 2010 Compliance Memo 2010-02; MFDA MR-0074, Leverage Risk Disclosure 2010 2010 Compliance Memorandum 2010-01; Payment of Commissions to Unregistered Corporation 2010 2010
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