Regulator sets supervisory priorities for credential providers
Expanded reporting regime is intended to help the CRA fight aggressive tax planning
Trio was recognized with award of merit
The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter
The industry is still waiting for certain forms needed to administer the new plans
Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships
Candidates with five years' financial planning–related experience can qualify, FP Canada says
The province is asking for feedback and comparing other provinces' regulations
Clients can see annuities as an attractive alternative to managing their own retirement investments
Strategic withdrawals allow clients to smooth out their income levels over retirement