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

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

Too many people think you need to have a lot of money before you start your financial planning. The exact opposite is true -- financial planning is how you get that money. By creating a strategy that ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Having a plan for your finances is crucial, and a comprehensive financial plan may include budgeting, saving, investing, paying off debt and creating a roadmap to retirement. Working with a financial ...

The Financial Planners Standards Council announced the launch of its expanded Web site on Monday. The site has been redesigned to make it easier for the public, CFP licensees and the media to find ...

Two recent surveys indicate that Canadians who have financial advi-sors are doing a better job of navigating the tough financial currents created by the recession. A poll sponsored by Toronto-based ...

Today’s financial climate isn’t what it used to be; people are living longer, and goals have changed. Economic factors like rising interest rates and inflation influence how Canadians save, invest and ...

Canadians with professional financial plans are more confident about their finances, while the technology vs. human advisor divide is stark between generations In KPMG in Canada's recent survey of ...

Here's your playbook for goals in your 50s, 60s, 70s and beyond. You can save this article by registering for free here. Or sign-in if you have an account. Reviews and recommendations are unbiased and ...

For the 2019 guide to robo-advisors in Canada, go here. When robo-advisors first burst on the scene a few years ago, they threatened to replace human advisors in situations where not much human help ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...