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

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Investing can be a great way to build wealth, but investing blindly without a plan can potentially lead to a poor portfolio during times of uncertainty and volatility. Financial planning can help ...

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

In the ever-evolving landscape of personal finance, having a robust financial plan is crucial. However, there are times when ...

Each generation of Canadians prioritizes different goals, and advisors need to approach financial planning differently with every cohort to ensure prospective clients see the value of a financial plan ...

As Canadians increasingly turn to artificial-intelligence chatbots for help with everyday tasks like meal planning, workout routines and even mapping out vacation itineraries, some are also using it ...

In an unpredictable world, a sound financial plan can help you take control and work towards building wealth regardless of your financial status today. It’s not just about managing money; a financial ...

Our research has identified seven key developments driving industry progress: an increase in the perceived value of advice ...

From believing planning is for the rich to thinking debt is always bad, these common misconceptions can quietly erode ...

When it comes to getting financial advice, many Canadians either aren’t working with a financial planner or don’t have a financial plan at all. Only 25 per cent are working with a financial adviser ...