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Raising a child with a disability comes with deep rewards—but also unique financial challenges. In Canada, while some support systems exist, the long-term financial needs of children with disabilities ...
Incompetence can lead to poor decision-making, financial mismanagement or neglect of essential responsibilities including paying bills, managing investments or ensuring proper healthcare.
TORONTO, June 05, 2025 (GLOBE NEWSWIRE) -- A new Memorandum of Understanding (MOU) between Chartered Professional Accountants of Canada (CPA Canada) and FP Canada will strengthen comprehensive ...
“The landscape of financial services is evolving quickly, and clients are looking for holistic advice that integrates tax, retirement, investment and estate planning,” says CPA Canada ...
“The landscape of financial services is evolving quickly, and clients are looking for holistic advice that integrates tax, retirement, investment and estate planning,” says CPA Canada president and ...
If you’re a financial planner, you’ll soon have access to more continuing education and events, because FP Canada has a new memorandum of understanding (MOU) with the Chartered Professional ...
AdobeStock / Alfa27 If you’re a financial planner, you’ll soon have access to more continuing education and events, because FP Canada has a new memorandum of understanding (MOU) with the Chartered ...
The report cites the case of a (now former) certified financial planner (CFP) certificant who was also a lawyer and found by the court to have engaged in misleading conduct in that capacity. “ [T]he ...
New board member Paul Lalonde, F.Pl., is Head of BMO Wealth Planning, Trust and Insurance Advisory Services, Financial Planning. He has over 20 years of experience in wealth management and earned his ...