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Avoid these media-interview pitfalls

FPSC survey finds that 39% of Canadians feel they don’t have their financial futures under control

  • By: Leah Golob
  • October 17, 2017 October 17, 2017
  • 15:40

Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners

Financial planners and financial advisors need to embrace soft skills to succeed in the future

Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients

CFA Society Toronto names chairwoman

With the release of the federal government’s proposed tax changes affecting private corporations, business-owner clients will need to take steps to mitigate the potential impact

Helping millennials start saving

This generation is concerned with debt repayment as opposed to saving for retirement, even though they have concerns about affording retirement

  • By: Leah Golob
  • July 18, 2017 December 14, 2017
  • 12:00

A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious problems down the road

Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers

  • By: Cary List
  • June 19, 2017 December 15, 2017
  • 05:00
IIAC introduces judges for Top Under 40 Award

Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

Pessimism reigns in insurance industry, KPMG survey finds

The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing