TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
Less than half of respondents have a financial strategy in place and adhere to it
Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives
Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada
The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation
Committee member will provide the Quebec regulator with feedback on the insurance and financial planning sectors
This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”