News and resources for Canada's top financial advisors
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Planning and Advice
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
By Michelle Schriver |November 24, 2022
4 min read
Advisors' questions can influence how much clients share and how comfortable they are
By Katie Keir |November 23, 2022
3 min read
Tax News
Here’s the status of proposals that matter to your clients
By Melissa Shin |November 17, 2022
6 min read
By Melissa Shin |August 22, 2022
Financial Planning
The conversation should reflect their age and stage of life.
Featuring Susan Wood | June 29, 2022
Estate Planning
The conversation should reflect their age and stage of life
By Maddie Johnson |June 29, 2022
2 min read
By Melissa Shin |June 27, 2022
Advisor's Edge
Widespread awareness has not translated into widespread impact
By Mark Yamada |May 9, 2022
The federal budget said the government will proceed with a review of “housing as an asset class"
By Rudy Mezzetta |April 20, 2022
5 min read
By Melissa Shin |March 16, 2022
With the government busy implementing previously announced measures, major initiatives are unlikely to be included
By Rudy Mezzetta |February 23, 2022
Industry
Regulators will review "a sizable number" of firms, a panellist said at KYP webinar
By Michelle Schriver |February 18, 2022
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