Financial Planning Week – Investment Executive

How to better serve a diverse clientele

danielc — Wed, 24 Nov 2021 17:41:47 +0000

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

Alan — Wed, 21 Nov 2018 16:00:48 +0000

Dawn Hawley awarded the Donald J. Johnston Lifetime Achievement Award in Financial Planning

Alan — Mon, 12 Nov 2018 12:00:24 +0000

The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served

Alan — Fri, 09 Nov 2018 18:30:52 +0000

Vic Fedeli, Ontario finance minister, will be keynote speaker at the Celebration of the Profession Dinner in Toronto

Alan — Thu, 01 Nov 2018 18:30:54 +0000

IFSE launches Tip of the Day awareness campaign

Alan — Tue, 30 Oct 2018 19:00:51 +0000

FPSC survey compares the financial health of Canadians for Financial Planning Week

Alan — Mon, 27 Nov 2017 17:40:00 +0000

The organization bestowed its lifetime achievement award on John De Goey at a dinner held during Financial Planning Week

Alan — Mon, 20 Nov 2017 19:45:00 +0000

FPSC survey marks Financial Planning Week

Alan — Sun, 29 Oct 2017 23:00:00 +0000

Ontario Minister of Finance Charles Souza to provide keynote speech at FPSC’s Celebration of the Profession

Alan — Fri, 18 Nov 2016 16:05:00 +0000

Activities aim to inspire Canadians to take positive planning action toward financial and emotional well-being