Discussing finances can be cringeworthy for many, according to an FP Canada survey
Firm aims to modernize the financial planning process
FP Canada also held the final sitting of the FPSC level 1 exam
Research from IIROC reveals Canadians want flexible, accessible and personalized advice
Remind clients of these upcoming opportunities
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness
Early planning is crucial
The Financial Planning Association of Canada launched on Tuesday
The distinction was previously known as the Fellow of FPSC
Conversations about the possibility of job loss, divorce and illness are unpleasant but necessary elements of a truly proactive financial plan