Keyword: Financial planning

547 results found
confusing array of advisor titles

Regulator sets supervisory priorities for credential providers

tax season

Expanded reporting regime is intended to help the CRA fight aggressive tax planning

Applause Appreciation Award Cheerful Meeting Concept

Trio was recognized with award of merit

  • By: Staff
  • July 27, 2023 July 27, 2023
  • 16:16
CRA signage

The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter

couple having an argument

The industry is still waiting for certain forms needed to administer the new plans

multiracial business meeting in boardroom, sitting at a table

Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships

  • By: Staff
  • July 19, 2023 July 19, 2023
  • 14:17
School exam student's taking educational test, admission test, thinking hard, writing answer in university classroom, education and world literacy day concept

Candidates with five years' financial planning–related experience can qualify, FP Canada says

Skyline of Winnipeg with Manitoba Legislative Building. Winnipeg , Manitoba, Canada

The province is asking for feedback and comparing other provinces' regulations

Wooden box lined with hay from the chicken eggs

Clients can see annuities as an attractive alternative to managing their own retirement investments

retirement planning

Strategic withdrawals allow clients to smooth out their income levels over retirement