News and resources for Canada's top financial advisors
Est. 1998
Industry
Clients are anxious about more than market volatility
By Staff |October 25, 2017
2 min read
The Financial Planning Standards Council (FPSC) has released the Financial Planning Body of Knowledge (FP-BoK), a resource for CFP professionals and FPSC Level 1 certificants. Together with the revalidated FPSC Competency Profile, the FP-BoK serves to further define the knowledge and competencies expected of CFP professionals and FPSC Level 1 certificants in Canada, and the […]
By Staff |September 13, 2017
1 min read
Planning and Advice
Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]
By Staff |March 10, 2017
Tax News
Beneficiaries could be hit with unexpected income inclusions
By Jamie Golombek |February 24, 2017
4 min read
The Ontario Securities Commission (OSC) has launched a new website that helps investors navigate the new annual reports introduced as part of CRM2. Read: More CRM2 myths busted Detailed explanations are provided of both the report on investment performance and the report on charges and other compensation. Investors’ unique rate of return is explained, as […]
By Staff |February 2, 2017
Economic Indicators
Canadians are still struggling to strike a balance between paying for the good ol' hockey game and other activities, versus other priorities such as education savings.
By Staff |November 23, 2016
The Ontario Securities Commission (OSC) today published OSC Staff Notice 11-776 Investor Office Activity Report 2015-2016. The report provides an update on the OSC Investor Office’s policy, research, and education and outreach initiatives since its launch last year and outlines its key areas of focus. Among its initiatives in 2015-16, the office formed new partnerships […]
By Staff |November 17, 2016
If you're considering sharpening your edge by getting a business degree, make sure you find the program that fits you best.
By Staff |September 30, 2016
Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.
By Staff |September 23, 2016
Tax Strategies
What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?
By Frank Di Pietro |September 13, 2016
5 min read
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