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Company: Canadian Institute of Financial Planners

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Close up of an executive hands holding a pen and indicating where to sign a contract at office

The organization's president presented a hypothetical ethical scenario involving pre-signed forms at a conference last week

huge family portrait with parents and six kids

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

handshaking and exchanging contract documents

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

Senior man in driver's seat of car

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

James Boylan succeeds Tony Mahabir

The Ontario government’s expert committee’s recommendations, which are expected for early next year, could have repercussions for advisors across Canada

2013 CIFPs conference preview

Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including: the economic outlook; how to restore trust in the financial system; and regulatory changes, notably the proposed fiduciary duty for financial advisors. He spoke at the CIFPs annual conference in Niagara Falls, Ont.

Tony Mahabir re-elected as chairman of the board

Financial planning association will host its 11th national conference in Niagara Falls, Ont.

Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute