Canada Life Uk Ltd News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The Globe and Mail
Helen Burnett-Nichols
Published April 22, 2021
Pra-chid/iStockPhoto / Getty Images
The increasing focus on holistic financial advice and financial planning in Canada’s financial services industry may lead to increasing demand for paraplanners – especially among those who bring an advanced skill set to the table.
Paraplanning often involves the non-client-facing, data-driven aspects of a financial plan. According to Jason Heath, managing director and an advice- and fee-only certified financial planner at Objective Financial Partners Inc. in Markham, Ont., paraplanning services range from providing more administrative tasks to the development of complex financial plans.
It’s also an established service in the advisory space in places like Britain and the U.S. For example, a survey that Canada Life U.K. Ltd. conducted in 2018 found that almost half (49 per cent) of financial advisory firms in Britain employed at least one paraplanne ....

United Kingdom , Elke Rubach , Sandi Martin , Jason Heath , Spring Planning Inc , Canada Life Uk Ltd , Financial Partners Inc , Objective Financial Partners , Spring Planning , Rubach Wealth , ஒன்றுபட்டது கிஂக்டம் , சாண்டி மார்டின் , ஜேசன் ஹீத் , வசந்த திட்டமிடல் இன்க் , நிதி கூட்டாளர்கள் இன்க் , புறநிலை நிதி கூட்டாளர்கள் , வசந்த திட்டமிடல் ,