Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth
The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners
Manulife life study finds connection between money worries and emotional health
The degree program will qualify students for FPSC Level 1 Certification in Financial Planning
FPSC survey finds that 39% of Canadians feel they don’t have their financial futures under control
Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners
Financial planners and financial advisors need to embrace soft skills to succeed in the future
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
With the release of the federal government’s proposed tax changes affecting private corporations, business-owner clients will need to take steps to mitigate the potential impact
This generation is concerned with debt repayment as opposed to saving for retirement, even though they have concerns about affording retirement