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CIFPs National Conference 2018

Investment Executive heads to Halifax to report from the 16th annual national conference of the Canadian Institute of Financial Planners.

June 15, 2018

PlanPlus honours winners of the third annual Canada Financial Planning Awards

Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax

  • June 15, 2018 July 22, 2019
  • 14:00

Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

  • June 13, 2018 October 31, 2019
  • 10:30

“Transitional quality” a key factor in selling your book of business

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

  • June 12, 2018 October 30, 2019
  • 15:56

Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

  • June 12, 2018 October 31, 2019
  • 10:30

Financial planners need to focus on core services in light of changing landscape

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

  • June 11, 2018 July 22, 2019
  • 15:13