From dreams to milestones: How Canadians can get on track towards their financial goals

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

Financial Advisor vs. Financial Planner: What You Need to Know

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...
Forbes

When Is It Time To Hire A Financial Planner?

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

I'm a Financial Planner: To Beat Inflation and Build Wealth, This Is the Strategy You Need

If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the ...
Investment Executive

All Canadians must have access to a financial planner

The 10 th annual Financial Planning Week — a national initiative dedicated to raising awareness of the importance of financial planning — takes place later this month. Since Financial Planning Week ...
MoneySense

What type of financial advisor do you need?

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right one for your needs. Working with a financial advisor or financial planner can help ...