Web portal and due diligence section added
B.C credit union hopes “Julie” will keep customers coming back to its Web site
Web site offers subscription-based products and services for first time to investors
One summary for searches of rules, bulletins and notices
Web technology delivers practice and relationship marketing management technology to advisors
Tops list of business-to-consumer sites for second straight year
Keepyourmoney.ca includes advisor search tool
Industry Canada Web site provides practical information
Information on self-directed RRSPs, spousal RRSPs added to Web site
Client account access tops list of “must haves”