P. Yee, Supervisor, Partner & Client Care, Credential Financial Inc.

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P. Yee, Supervisor, Partner & Client Care, Credential Financial Inc.

"Very experienced and knowledgeable staff."

A long time veteran and unlike many, understands MARGIN really well!

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Awards

Latest News

SUI CEO WINS 2019 WXN Top 100 Most Powerful Women!

ASSET TV & Smarten Up Institute (SUI®) announce PARTNERSHIP

Laurie M Clark one of Canada's Top 100 Most Powerful Women in 2017

IFB Academy launched!

Mutual-fund representatives a step closer to greater ETF access

AML - Look What's Coming

03/26/2018 - 11:14

Blasting open the doors to the banks' data is PSD2

03/26/2018 - 11:05

CAF "BRIDGES to BAY STREET" Project

11/14/2017 - 09:41

Independent Financial Brokers of Canada chooses SUI and SmartDirect®

11/14/2017 - 08:52

SUI included in Policy 8, Rule 1.2.3 - subset of NI 31-103 - ETF Licensing & CE

07/08/2016 - 14:01

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Asset TV Canada

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Canadian Business Online

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