Although financial planning has traditionally been viewed as a loss leader, financial planners should not be hesitant to charge for this important service
Nathalie Bachand succeeds Yves Grioux
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
Three winners will each receive an expense paid trip to FPA BE 2014 in Seattle
Significant involvement in a sport by a client's child can lead to costs that many clients may not be prepared for. Advisors who provide guidance when it comes to paying for these activities can give families a big boost
Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Ontario government committed to setting up an expert committee
Financial advisors have been inundated with proposed rules to better protect clients, but has the need for improved education been given the consideration that it deserves?
Participants had two hours to create a financial plan for a married couple in their thirties
There are three key issues of contention with the private member’s bill that aims to regulate financial advisors in Ontario