Financial planning

Partnering like a pro: Advisors and accountants, part two

Partnering like a pro: Advisors and accountants, part two

Duo tackles two complex cases, a business sale and intergenerational wealth transfer

By Noushin Ziafati |April 8, 2026

6 min read

Tech roundup: Wealth management platform launches premium tier

Tech roundup: Wealth management platform launches premium tier

Plus, notetaking AI in insurance, BMO's tokenized cash and tech partnerships

By Jonathan Got |April 6, 2026

2 min read

Two financial planning software programs offer new tools

Two financial planning software programs offer new tools

Conquest, Friedmann AI add features like large language model data migration, insurance quotes

By Jonathan Got |April 3, 2026

2 min read

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

By The Canadian Press |April 2, 2026

2 min read

Objective Financial Partners expands into Quebec

Objective Financial Partners expands into Quebec

Fee-only advisory firm sets up in Montreal

By Finance et Investissement Staff |March 23, 2026

2 min read

FP Canada releases QAFP exam results for February

FP Canada releases QAFP exam results for February

Exam sitting was the last before title protection transition period ends

By Staff |March 18, 2026

1 min read

CIFP ends offer of financial-planning credential on equivalency basis — for now

CIFP ends offer of financial-planning credential on equivalency basis — for now

Whether FSRA deems title protection’s minimum standards to confer equivalency is unclear

By Michelle Schriver |March 16, 2026

7 min read

Advisor to Client: How to maximize your tax return

Advisor to Client: How to maximize your tax return

Look at the tax benefits that apply to you, save receipts and key documents, think of tax season as a year-round process, experts say

By Ritika Dubey, The Canadian Press |March 11, 2026

3 min read

Tech roundup: New Canadian crypto analysis app launched

Tech roundup: New Canadian crypto analysis app launched

Plus, new financial planning software gains ground and insurer starts using small language model

By Jonathan Got |February 2, 2026

2 min read

Your client just had twins, now what?

Planning and Advice

Your client just had twins, now what?

Balance retirement needs, evaluate insurance policies and figure out whether it’s worthwhile to have a stay-at-home parent

By Jonathan Got |January 22, 2026

4 min read

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