News and resources for Canada's top financial advisors
Est. 1998
Industry
Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships
By Staff |July 19, 2023
2 min read
The province is asking for feedback and comparing other provinces' regulations
By Michelle Schriver |July 13, 2023
1 min read
Your Business
Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience
By Melissa Shin |July 11, 2023
5 min read
After a volatile year in markets, more clients say they're willing to work with multiple providers
By Maddie Johnson |July 6, 2023
The regulator said those who use titles require more time to comply with the framework
By Staff |July 5, 2023
Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics
By Michelle Schriver |June 20, 2023
4 min read
Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"
By Staff |June 19, 2023
Behavioural coaching once again added the most value
By Staff |June 12, 2023
Planning and Advice
Tips for identifying the right assistant or associate
By Todd Humber |June 9, 2023
3 min read
Hiring an associate with non-advisory experience could open new niches and target markets
By Mark Burgess |June 7, 2023
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