Financial Planning

03 Sep Your clients aren’t ready to care for their parents

Posted at 13:28h in Financial Planning

Caring for aging parents can significantly impact a client’s own financial plans. Financial planners can help families...

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25 Aug Why charitable giving is missing from many Canadians’ estate plans?

Posted at 11:03h in Financial Planning

Many Canadians value charitable giving, yet far fewer have incorporated it into their estate plans. Discover why...

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25 Aug The longevity portage

Posted at 10:35h in Financial Planning

Longer lives are reshaping financial planning. Discover why helping clients navigate family, caregiving, purpose, legacy, and the...

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22 Jul This is why high-net-worth clients disengage

Posted at 10:45h in Financial Planning

Strong client relationships aren't lost overnight. Discover why high-net-worth clients quietly disengage and how more meaningful, forward-looking...

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22 Jul Recommended Summer Reading

Posted at 10:44h in Financial Planning

Looking for your next great read? From The Wealthy Barber to behavioural finance classics, discover a collection...

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17 Jun Why advisors, firms must emphasize dementia planning

Posted at 10:29h in Financial Planning

Dementia planning is becoming an increasingly important part of holistic financial advice. For advisors, opening these conversations...

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16 Jun Grey divorce has both financial and lifestyle implications If your client’s marriage ends after 50, years of planning ends with it — advisors have an important role to play

Posted at 11:02h in Financial Planning

Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and...

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11 May Elevating the Standard: Why the IAFP^®’s New Fiduciary Requirement is a Landmark for Canadian Financial Planning

Posted at 08:12h in Financial Planning

The IAFP^® is raising the bar for financial planning in Canada. Learn why the new fiduciary requirement...

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02 Apr Advocacy in Action: Protecting the Financial Interests of Canadian Families

Posted at 11:40h in Financial Planning

The IAFP^® mission extends beyond supporting financial planning professionals; we are dedicated advocates for the Canadian public....

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