As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes...
Let’s begin by discussing the underlying reasons for financial planning. Although we recognize its benefits for clients, it’s important to consider the genuine value of implementing a financial planning process for you and your practice. Why having a...
Retirement income planning research As Canadian retirees approach age 72 and have investments in a Registered Retirement Income Fund (RRIF), they are required to withdraw a minimum amount each year. However, some retirees may consider withdrawing more than the minimum...
Did you know that there are new technology rules for Financial Planners? In July 2021, the FP Canada Standards Council added two new rules to their Standards of Professional Responsibility. Certified financial planners (CFPs) & qualified associate financial...
