Led by David Turnbull, new service to provide transaction-based consulting services for mid-sized companies
Deal brings Conquest software to CapIntel platform
A total of 406 people wrote the exam
The FP Canada Standards Council released its annual enforcement activity
The agency will also be releasing a consolidated T4 slip for FHSA account holders
Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth
Trio was recognized with award of merit
The industry is still waiting for certain forms needed to administer the new plans
Research commissioned by FP Canada and IQPF measured Canadians' ability to get through financial hardships
Candidates with five years' financial planning–related experience can qualify, FP Canada says