Financial planning

Financial planners receive FPSC awards Fallback Image Decorative pattern

Industry

Financial planners receive FPSC awards

The Financial Planning Standards Council (FPSC) handed out a number of awards Friday as part of Financial Planning Week. John De Goey received the Donald J. Johnston Lifetime Achievement Award in Financial Planning, which recognizes “a lifetime advancement of CFP certification and significant positive impact on the financial planning profession,” says the FPSC in a […]

By Staff |November 27, 2017

1 min read

Canadians aren’t making saving a priority: survey Fallback Image Decorative pattern

Industry

Canadians aren’t making saving a priority: survey

The vast majority (85%) of Canadians agree they need to save more money, but 64% are not making it a priority.

By Staff |November 21, 2017

2 min read

Evidence for rigorous KYC Fallback Image Decorative pattern

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Evidence for rigorous KYC

Canadians’ lack of financial confidence might prevent them from getting appropriate financial help, reveals a survey by the Financial Planning Standards Council (FPSC). Survey results suggest that advisors must thoroughly question clients to ascertain what advice they’re looking for. For example, more than one-fifth of Canadians with financial planners say they might not ask for […]

By Staff |November 20, 2017

2 min read

Who recognizes the CFP credential Fallback Image Decorative pattern

Industry

Who recognizes the CFP credential

Amid confusion about advisors’ titles and a move toward greater title transparency, there’s one that might prove more familiar to Canadians: certified financial planner. Read: Ontario ‘working closely’ with SROs on titles reform That’s because 85% of Canadians with financial planners say they know “for a fact” that their advisors are CFPs, reveals a survey […]

By Staff |October 18, 2017

1 min read