Financial planning

Will the new SRO shake up title protection in Ontario?

The new self-regulatory organization is considering its role as FSRA extends the implementation of title protection into 2023

By Michelle Schriver |December 22, 2022

2 min read

Tax News

Tax changes to watch for in 2023

FHSA provides opportunities, but watch out for surplus stripping and minimum tax

By Maddie Johnson |December 20, 2022

2 min read

Industry

QAFP exam candidates down after post-secondary requirement introduced

Fewer candidates sat for the May and October exams

By Michelle Schriver |December 16, 2022

2 min read

Tax News

Indexed tax brackets, credits provide 2023 planning opportunities

Income tax thresholds, credits and benefit amounts are all rising with inflation

By Rudy Mezzetta |December 13, 2022

3 min read

Industry

FP Canada announces latest CFP exam results

More than one-third of exam writers said title protection was a motivating factor

By Staff |December 9, 2022

1 min read

Planning and Advice

Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals

By Maddie Johnson |December 6, 2022

3 min read

Industry

FP Canada announces latest QAFP exam results

The exam was written by 69 candidates

By Staff |December 1, 2022

1 min read

Technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

Planning and Advice

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

By Michelle Schriver |November 24, 2022

4 min read

Planning and Advice

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

By Katie Keir |November 23, 2022

3 min read

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