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Keyword: Financial planning

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boomer couple signing contract with financial planner

Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

  • By: Cary List
  • July 23, 2018 July 20, 2018
  • 06:00
Halifax, Nova Scotia, Waterfront

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

  • By: IE Staff
  • June 15, 2018 June 15, 2018
  • 14:00
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

enior couple meeting advisor

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

City skyline at night

Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada

Business man at a fork in the road

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • By: Cary List
  • May 28, 2018 September 14, 2018
  • 06:00

Committee member will provide the Quebec regulator with feedback on the insurance and financial planning sectors

Memorial Park - Halifax

This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”

Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

stressed young couple worries about their finances

The majority of Canadians surveyed have at least one financial regret