Financial Planning Association of Canada’s new leader sheds light on near-term plans and long-term vision
The tax-efficient annuity products have been approved since 2020
Lack of options, dearth of decumulation modelling expertise, and client sticker shock all barriers to effective longevity risk planning, says top advisor
'We'll spend less time on administration and more helping clients get where they want to be'
Financial planning organizations and other stakeholders raise concerns on 'fundamentally flawed' proposal
Head of Financial Planning Association of Canada says claims distract from the real problem
Partnership provides customized guidance
Title protection framework isn't improving consumer protection, insists advisor
Aggressive incentives, high standards needed to democratize quality planning
Financial planning tech giant poised to strengthen Canadian presence, penetrate U.S. with latest funding round
