Financial planning

Which of your fees are exempt from sales tax? Which of your fees are exempt from sales tax?

Tax News

Which of your fees are exempt from sales tax?

Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly

By Rudy Mezzetta |October 4, 2022

4 min read

Don’t wait for clients to ask about planning gaps Fallback Image Decorative pattern

Industry

Don’t wait for clients to ask about planning gaps

Aspirational planners need to take action for clients, Planworth’s James Fraser said at IAFP’s 2022 symposium

By Katie Keir |September 29, 2022

3 min read

Advisors need to help clients find purpose in retirement Advisors need to help clients find purpose in retirement

Planning and Advice

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

By Daniel Calabretta |September 9, 2022

2 min read

Suspensions down, permanent bans up for financial planners in 2021 Fallback Image Decorative pattern

Industry

Suspensions down, permanent bans up for financial planners in 2021

Enforcement activity was included in FP Canada's annual report

By Staff |August 18, 2022

2 min read