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Keyword: Financial planning

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stressed young couple worries about their finances

The majority of Canadians surveyed have at least one financial regret

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FPSC and IQPF update long-term projections for financial planners

Policy-makers called on to do more than they’re proposing

usiness team in a meeting looking at a sheet of paper

Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension

Business economic graph and chart digital illustration

Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • By: Cary List
  • April 2, 2018 March 29, 2018
  • 06:00


  • By: IE Staff
  • March 29, 2018 March 29, 2018
  • 00:01
Queen's Park, Ontario legislature, exterior

A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements

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