En raison de la grève de Postes Canada, il y aura un délai dans la livraison des livres.

The Financial Services Regulatory Authority of Ontario outlines business priorities

COVID-19 issues prominent in FSRA’s 2021-2024 annual business plan.

SOCIETY | May 25 2021 10:00AM
Most advisors lack a succession plan

Only 11 per cent have a formalized plan, according to a study released by Investment Planning Counsel.

INVESTMENT | May 19 2021 03:18PM
Future retirees will need a different approach to financial planning

[SPECIAL REPORT] The financial services industry has typically emphasized building up clients’ nest eggs. With boomers e…

INVESTMENT | April 30 2021 08:40AM
2021 projection guidelines released for planners

FP Canada and the Institut québécois de planification financière released the guidelines jointly.

INVESTMENT | April 29 2021 04:00PM
Insurance for high net worth clients regains momentum despite social distancing

MGAs sum up the situation for Insurance Journal.

LIFE INSURANCE | April 28 2021 10:00AM
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Canada Life to roll out AI-powered client plans and processes

The insurer plans to begin rolling out the application to some advisor groups in the summer of 2021.

LIFE INSURANCE | April 16 2021 10:12AM
Top scoring CFP exam writers recognized

FP Canada has released its 2020 President’s List.

INVESTMENT | March 23 2021 02:38PM