Recently, FP Canada also deepened its international engagement by partnering with the Financial Planning Institute of ...

Ethics and professionalism are the foundation of any profession. In the early days of financial planning, formal standards ...

According to FP Canada’s newly released Money & Milestones survey, 68 per cent of Canadians say they’re confident they’ll be ...

If a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their services. They do not earn commissions or kickbacks for ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, announced today the launch of ...

TORONTO, Feb. 23, 2023 /CNW/ -- Ortec Finance, the leading global provider of risk and return management solutions for those managing investment assets, has partnered with Conquest Planning, a ...

Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use Toronto, Ontario, March 23, 2022 (GLOBE NEWSWIRE) — Advocis, The ...

Student-led organization, Hi Finance, has advised over a thousand university students with tuition aid, tax help, and financial planning.

“Each of the posts included [the former planner]’s name and the CFP certification mark, which made clear that [he] was a CFP ...