Continuing Education

Decorative pattern

Planning and Advice

Strategies for HNW clients

The demand for strategic wealth management in Canada is on the rise. Affluent Canadians are looking for advisors who can understand their complex financial and non-financial needs, beyond investment and financial planning.

By Dr. Roberta Wilton |August 29, 2011

6 min read

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Industry

Advisors make the CFP grade

According to the results of the first ever Financial Planning Examination, financial advisors really know their stuff. Of the 455 advisors who wrote the Level 1 exam, 346 passed (76%).

By John Powell |January 25, 2011

1 min read

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