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Keyword: Financial planning

430 results found
IG Wealth Management corporate logo

The launch of IG Living Plan will enable the company to better address the needs of HNW clients

  • October 2, 2018 January 11, 2019
  • 15:00
Quebec and Canadian Flags`

The Quebec financial planning organization will become a partner of a rebranded FP Canada

photo of business partners hands applauding

An investment industry veteran and a respected academic are recognized for their contributions to financial planning

  • By: IE Staff
  • September 25, 2018 January 6, 2019
  • 15:00
artist working in a original oil canvas

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

boomer couple signing contract with financial planner

The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills

man woman handshake by close up on a blue background

Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

  • By: Cary List
  • September 17, 2018 December 19, 2018
  • 06:00
hi-tech technological background

TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.

envy, fish bowl, holiday spending concept

Less than half of respondents have a financial strategy in place and adhere to it

  • By: IE Staff
  • July 23, 2018 December 25, 2018
  • 11:15
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 December 19, 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 December 25, 2018
  • 14:00