Financial planning

No post-secondary diploma? QAFP certification still possible

Candidates with five years' financial planning–related experience can qualify, FP Canada says

By Michelle Schriver |July 13, 2023

2 min read

Manitoba consults on title protection

The province is asking for feedback and comparing other provinces' regulations

By Michelle Schriver |July 13, 2023

1 min read

Rising interest rates lift interest in annuities

Clients can see annuities as an attractive alternative to managing their own retirement investments

By Rudy Mezzetta |July 13, 2023

2 min read

Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals

Strategic withdrawals allow clients to smooth out their income levels over retirement

By Rudy Mezzetta |July 11, 2023

3 min read