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In a digital landscape, financial planning relationships matter

Make the most of tech while building trust with clients

Fp canada instituteInstitute of financial planningFinancial planning

Industry moves this week | Advisor ca

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

United kingdomMarc dalpPaul cosgroveOliver howellStephen blaisJean philippe phaneufAndrew ashtonKatie keirBrett millardJean mikael michaudPeter thompsonFei kongRobert smithJason mccallumCanadian association of financial institutions in insuranceFp canada institute

Industry moves this week | Investment Executive

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

United kingdomPaul cosgroveMarc dalpJason mccallumJean philippe phaneufBrett millardAndrew ashtonPeter thompsonRobert smithOliver howellJean mikael michaudStephen blaisFei kongBeaubien geoffrion incHub international ltdNational bank financial

Making financial planning more accessible

Financial planning is about people living life confidently irrespective of the level of financial resources they might have, says Alexandra Macqueen of FP Canada Institute

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FP Canada provides all education in house for QAFP, CFP

Also, QAFP certification has been streamlined

Alexandra macqueenFp canada instituteFp canada standards councilStandards council

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