Encouraging clients to live within their means can help them develop healthy financial habits
Ontario committee gets an earful on imposing standards
The SRO has proposed rule changes for fund dealer reps who want to be planners
Ontario’s current system suffers from gaps in investor protection
Advisors can help younger Canadians create a financial plan that will respond to each individual’s unique situations and aspirations
Students and residents gain access to a dedicated advisor who can provide personalized financial help and guidance
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
Ensure clients understand their obligations in a financial plan and that these are reviewed at regular client meetings
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning. He spoke at the CIFPs 2015 annual conference in Vancouver.
The Ontario government’s expert committee’s recommendations, which are expected for early next year, could have repercussions for advisors across Canada