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Keyword: Financial planning

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With a child and a possible career change on the way, this couple needs a financial plan

loudspeaker

The next sittings will take place in November

Man sitting on hill sunset in background

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

Businessman working on Desk office business

The acquisition allows the firm to expand its financial-planning capabilities

young woman looking awkward

FP Canada finds money can be as uncomfortable a topic as sex, politics and religion

Data Processing as System and Business Informatics

Software startup scores $3M in seed funding

  • By: Staff
  • February 19, 2020 February 19, 2020
  • 11:20

More clients with short life expectancies may be able to qualify

Aging and incapacity

A survey has found 70% of Canadians prefer human advice on financial matters

Title regulation started, a DSC ban stalled (and started again), and changes are coming at credentialing bodies

  • By: Staff
  • December 23, 2019 December 24, 2019
  • 12:00

It was another year of dramatic change in the wealth management industry

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00