Canadian Institute of Financial Planners – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 12 Sep 2022 23:50:16 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Canadian Institute of Financial Planners – Investment Executive https://www.investmentexecutive.com 32 32 Pre-signed forms still a prevalent issue: CIFPs president https://www.investmentexecutive.com/news/industry-news/pre-signed-forms-still-a-prevalent-issue-cifps-president/ Tue, 13 Sep 2022 13:00:46 +0000 https://www.investmentexecutive.com/?p=451037 The organization's president presented a hypothetical ethical scenario involving pre-signed forms at a conference last week

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]]> Current estate plans fall short for many blended families https://www.investmentexecutive.com/news/industry-news/current-estate-plans-fall-short-for-many-blended-families/ Wed, 13 Jun 2018 14:30:10 +0000 https://www.investmentexecutive.com/?p=351358 Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

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]]> “Transitional quality” a key factor in selling your book of business https://www.investmentexecutive.com/news/industry-news/transitional-quality-a-key-factor-in-selling-your-book-of-business/ Tue, 12 Jun 2018 19:56:18 +0000 https://www.investmentexecutive.com/?p=351340 The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

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]]> Gig economy increasingly important to post-retirement clients https://www.investmentexecutive.com/news/industry-news/gig-economy-increasingly-important-to-post-retirement-clients/ Tue, 12 Jun 2018 14:30:15 +0000 https://www.investmentexecutive.com/?p=351254 Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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]]> CIFPs elects new chairman https://www.investmentexecutive.com/in-depth_/special-reports/cifps-elects-new-chairman/ Fri, 05 Jun 2015 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-elects-new-chairman/ James Boylan succeeds Tony Mahabir

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]]> Greater proficiency standards and professionalism should be welcomed https://www.investmentexecutive.com/news/industry-news/greater-proficiency-standards-and-professionalism-should-be-welcomed/ Fri, 05 Jun 2015 11:40:00 +0000 https://www.investmentexecutive.com/uncategorized/greater-proficiency-standards-and-professionalism-should-be-welcomed/ The Ontario government’s expert committee’s recommendations, which are expected for early next year, could have repercussions for advisors across Canada

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]]> 2013 CIFPs conference preview https://www.investmentexecutive.com/in-depth_/special-reports/2013-cifps-conference-preview/ Mon, 27 May 2013 19:55:00 +0000 https://www.investmentexecutive.com/uncategorized/2013-cifps-conference-preview/ Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including: the economic outlook; how to restore trust in the financial system; and regulatory changes, notably the proposed fiduciary duty for financial advisors. He spoke at the CIFPs annual conference in Niagara Falls, Ont.

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]]> CIFPs announces board members https://www.investmentexecutive.com/in-depth_/special-reports/cifps-announces-board-members/ Mon, 27 May 2013 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-announces-board-members/ Tony Mahabir re-elected as chairman of the board

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]]> CIFPs conference to kick start next week https://www.investmentexecutive.com/in-depth_/special-reports/cifps-conference-to-kick-start-next-week/ Fri, 24 May 2013 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-conference-to-kick-start-next-week/ Financial planning association will host its 11th national conference in Niagara Falls, Ont.

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]]> Financial planning associations team up https://www.investmentexecutive.com/in-depth_/special-reports/financial-planning-associations-team-up/ Tue, 29 May 2012 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/financial-planning-associations-team-up/ Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute

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