News and resources for Canada's top financial advisors
Est. 1998
Tax News
Strategies to minimize tax implications, including the FHSA
By Maddie Johnson |June 12, 2023
4 min read
Industry
Hiring an associate with non-advisory experience could open new niches and target markets
By Mark Burgess |June 7, 2023
3 min read
Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
By Staff |June 6, 2023
Planning and Advice
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
1 min read
The move could result in more “financial planner” credentials
By Michelle Schriver |May 23, 2023
5 min read
259 people wrote the exam
By Staff |May 18, 2023
Lack of personalized advice created a void filled by negative returns, the latest survey says
By Staff |May 2, 2023
2 min read
Market Insights
FP Canada and the IQFP released their 2023 guidelines for inflation and returns
By Mark Burgess |April 28, 2023
Also, QAFP certification has been streamlined
By Staff |April 19, 2023
A report found that most financial services are not designed for people with low incomes
By Maddie Johnson |April 11, 2023
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.