News and resources for Canada's top financial advisors
Est. 1998
Technology
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
By Mark Burgess |September 28, 2023
5 min read
Your Business
Two portfolio managers explain why their podcast has run successfully for more than five years
By Melissa Shin |September 25, 2023
3 min read
Industry
Experts highlight considerations such as portfolio risk level, limits on EAPs
By Craig Wong, The Canadian Press |August 17, 2023
4 min read
Economic Indicators
Companies have now spent years ensuring employees can complete their duties both in-office and remotely
By Sammy Hudes, The Canadian Press |August 14, 2023
2 min read
The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence
By Todd Humber |August 14, 2023
Life
Advisors should be as thorough as possible when going through insurance applications with a client
By Kelsey Rolfe |August 8, 2023
Regulation
Margins, profits to be squeezed as consumer protections boosted
By James Langton |August 3, 2023
Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships
By Staff |July 19, 2023
Planning and Advice
Inheriting a client doesn’t mean cutting corners with KYC
By Michelle Schriver |July 19, 2023
Behavioural coaching once again added the most value
By Staff |June 12, 2023
1 min read
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