Financial planning

Financial “success” differs by gender

Women and men may agree on how to define financial success, but not necessarily on how to get there, according to the latest TD Waterhouse Women Investor Poll.

By Tammy Burns |December 7, 2011

2 min read

Industry

IFIC report lauds value of advice

Advice isn’t limited to wealthy individuals. Turns out, most investors first seek advice to start investing and grow their assets, says the 2011 Report on the Value of Advice released by the Investment Funds Institute of Canada (IFIC).

By Staff |November 16, 2011

2 min read

Industry

Financial Planning Week kicks off

Today marks the start of Canada's third annual Financial Planning Week, and the Financial Planning Standards Council wants Canadians to get more engaged in their financial wellbeing.

By Staff |October 17, 2011

1 min read

Industry

Canadians risk outliving their savings

We frequently hear that Canadians are unsure how much to save for retirement. But a new study by Edward Jones reveals clients may be equally clueless about how much they can spend in retirement.

By Staff |October 12, 2011

2 min read

Rethinking remuneration

Offering bonuses may not be an effective way to boost productivity. A 2010 University of Guelph study revealed that offering employee bonuses instead of other incentives has a high probability of encouraging workers to lie about their productivity.

3 min read

FPSC unveils new fellowship

The Financial Planning Standards Council (FPSC) has announced a new fellowship program which formally recognizes individuals who have helped advance the organization’s vision of improving lives through financial planning. The Fellow of FPSC is a lifetime achievement awarded by FPSC. To become a Fellow, individuals must be nominated by at least two other individuals and […]

By Staff |August 9, 2011

1 min read

Study shows financial planning works

Hiring a CFP professional to create a financial plan will improve your financial situation and give you peace of mind. I’ve always believed in that statement and observe the results daily in our practice, but there wasn’t any statistical evidence to back up my claim. Now, there’s plenty.

3 min read

Financial planning

Financial “success” differs by gender

IFIC report lauds value of advice

Financial Planning Week kicks off

Canadians risk outliving their savings

Rethinking remuneration

Help your busy clients: Part One

FPSC unveils new fellowship

Study offers answers to age planning issues

Sun Life app serves clients better

Study shows financial planning works