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”
A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection
The majority of Canadians surveyed have at least one financial regret
FPSC and IQPF update long-term projections for financial planners
Policy-makers called on to do more than they’re proposing
Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice