Investment Executive heads to Halifax to report from the 16th annual national conference of the Canadian Institute of Financial Planners.
June 15, 2018
Investment Executive heads to Halifax to report from the 16th annual national conference of the Canadian Institute of Financial Planners.
June 15, 2018Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
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