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Judge gavel, scales of justice and law books in court

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Peggy's Cove Lighthouse Nova Scotia

Judges will review submitted financial plans to determine which one creates the greatest value for the client

  • By: Leah Golob
  • February 26, 2018 February 26, 2018
  • 15:15
Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

36% of Canadians surveyed lied about financial matter to partner: poll

Businessman calculating and checking articles of agreemen

The CFP examination was written by 473 candidates — the highest number since 2010

  • By: Leah Golob
  • January 20, 2018 January 20, 2018
  • 10:37
IIAC praises certain regulators for rejecting best interest standard

Planswell currently operates in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia

  • By: Leah Golob
  • January 8, 2018 January 21, 2018
  • 12:30
Silhouttes of Two Business People Having a Handshake

Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into

Over a quarter of Canadians plan to make a money-related resolution this year

  • By: IE Staff
  • January 3, 2018 January 21, 2018
  • 17:30

The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology

  • By: Cary List
  • December 3, 2017 January 17, 2018
  • 13:00
Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

Ontario budget pledges financial sector reform

The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners