News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Spending more on home-care options would reduce overall costs and improve seniors' well-being, report says
By Staff |November 27, 2020
2 min read
Industry
FP Canada's ethics session provided tips
By Michelle Schriver |November 20, 2020
3 min read
Effective TCP forms use behavioural techniques, OSC research finds
By Michelle Schriver |November 9, 2020
Planning and Advice
A survey suggests the pandemic has influenced perceptions of long-term care
By Staff, with files from The Canadian Press |October 14, 2020
Comment letters to the CSA proposal lay out risks to the client-advisor relationship
By Michelle Schriver |September 9, 2020
7 min read
StatsCan says it’s important for seniors to return to social interactions after the pandemic
By James Langton |June 17, 2020
Advisors can now have deeper conversations with their clients about estate planning, says RBC exec
By Fiona Collie |June 15, 2020
1 min read
Advisor's Edge
Advisors share strategies for working with a conservative retiree
By Michelle Schriver |June 12, 2020
The regulator published a checklist to help detect abuse
By Staff |June 11, 2020
The nominees are subject to a formal election at the annual meeting in September
By Staff |May 28, 2020
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