Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ Canada's news source for financial professionals Tue, 28 Apr 2026 21:01:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ 32 32 How financially prepared are new, expecting Canadian parents? https://www.investmentexecutive.com/news/how-financially-prepared-are-new-expecting-canadian-parents/ Tue, 28 Apr 2026 15:50:09 +0000 https://www.investmentexecutive.com/?p=537374 Survey shows a divide between those who have started saving for expenses and those who haven't

The post How financially prepared are new, expecting Canadian parents? appeared first on Investment Executive.

]]> FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection https://www.investmentexecutive.com/news/fp-canada-institute-of-financial-planning-update-guidelines-on-expected-returns-add-shelter-projection/ Thu, 16 Apr 2026 18:47:17 +0000 https://www.investmentexecutive.com/?p=536493 Projected returns slightly lower for equities, fixed income compared to last year's guidelines

The post FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection appeared first on Investment Executive.

]]> Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey https://www.investmentexecutive.com/news/research-and-markets/fintechs-lead-diy-investor-satisfaction-but-dont-count-human-advisors-out-survey/ Thu, 02 Apr 2026 13:09:30 +0000 https://www.investmentexecutive.com/?p=535441 Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

The post Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey appeared first on Investment Executive.

]]> Client calls surge amid heightened geopolitical tensions https://www.investmentexecutive.com/news/client-calls-surge-amid-heightened-geopolitical-tensions/ Wed, 18 Mar 2026 17:22:25 +0000 https://www.investmentexecutive.com/?p=534135 54% of advisors said they have or will tweak portfolios in response

The post Client calls surge amid heightened geopolitical tensions appeared first on Investment Executive.

]]> FP Canada releases QAFP exam results for February https://www.investmentexecutive.com/news/fp-canada-releases-qafp-exam-results-for-february/ Wed, 18 Mar 2026 14:37:30 +0000 https://www.investmentexecutive.com/?p=534111 Exam sitting was the last before title protection transition period ends

The post FP Canada releases QAFP exam results for February appeared first on Investment Executive.

]]> CIFP ends offer of financial-planning credential on equivalency basis — for now https://www.investmentexecutive.com/news/industry-news/cifp-ends-offer-of-financial-planning-credential-on-equivalency-basis-for-now/ Mon, 16 Mar 2026 14:50:58 +0000 https://www.investmentexecutive.com/?p=533552 Whether FSRA deems title protection’s minimum standards to confer equivalency is unclear

The post CIFP ends offer of financial-planning credential on equivalency basis — for now appeared first on Investment Executive.

]]> Transcript: Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/transcripts/transcript-real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:50 +0000 https://www.investmentexecutive.com/?p=530510 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy

The post Transcript: Real vision means passion for results, not platitudes appeared first on Investment Executive.

]]> Tech roundup: New Canadian crypto analysis app launched https://www.investmentexecutive.com/news/industry-news/tech-roundup-new-canadian-crypto-analysis-app-launched/ Mon, 02 Feb 2026 19:01:52 +0000 https://www.investmentexecutive.com/?p=530069 Plus, new financial planning software gains ground and insurer starts using small language model

The post Tech roundup: New Canadian crypto analysis app launched appeared first on Investment Executive.

]]> FP Canada lends support to national CPA body https://www.investmentexecutive.com/news/fp-canada-lends-support-to-national-cpa-body/ Mon, 19 Jan 2026 21:44:51 +0000 https://www.investmentexecutive.com/?p=529760 Support reflects commitment to harmonized standards, global influence

The post FP Canada lends support to national CPA body appeared first on Investment Executive.

]]> Advisor title regulation in effect for New Brunswick https://www.investmentexecutive.com/news/advisor-title-regulation-in-effect-for-new-brunswick/ Tue, 06 Jan 2026 21:29:53 +0000 https://www.investmentexecutive.com/?p=528808 Credential requirements are being phased in over the next few years

The post Advisor title regulation in effect for New Brunswick appeared first on Investment Executive.

]]>