All items tagged with: Financial Planning
Posted in: Strategic Thinking, Current Issue , Financial Planning, Financial Advisor, knowledge bureau, Canada Pension Plan, Evelyn Jacks, retirement planning, master financial advisor, retirement savings, Canadian economy, retirement income, CPP, retirement benefits, pension fund assets, pension funds, sovereign pension funds, Ontario Teachers' Pension Plan, CPP income calculator, retirement planning course, financial calculators
Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?
Posted in: Strategic Thinking, Investment & Retirement, Tax Planning , Financial Planning, DFA
Knowledge Bureau Designate Highlight: Ellie Jenner
Posted in: Breaking News, Tax Planning , Financial Planning, Ontario budget
Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures.
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , Financial Literacy, Financial Planning
Sharing valuable financial lessons learned is an important way to help the next generation avoid financial pitfalls. Financial Fotographs is a great guide to get the conversation started. Makes a perfect graduation gift!
Posted in: Your Professional Development, Investment & Retirement , Financial Literacy, Financial Planning
Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement , Financial Planning, master financial advisor
Joan McIvor earned her MFA-Retirement Income Specialist designation with honours in 2012 and has used the knowledge gained from the MFA program to enhance her business. We are pleased to have Joan as one of our distinguished grads.