My dad’s birthday was September 2. He died a little over four years ago just short of age 89. Thanks to his thoughtful approach to financial matters and the careful executorship of my brother, Rob, we four siblings received our inheritances in a timely manner. What...
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One of the hallmarks of any credential-granting professional body is that it has a well-established disciplinary process. The credential-granting body to which I answer is FP Canada. A division of FP Canada, the FP Canada Standards Council™, establishes and enforces the standards that are required...
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You are looking for someone who can provide you with professional financial advice. Where do you begin? Perhaps you search the internet for investment advice. A list immediately comes up with several advisors from one of the major bank-owned investment firms. A common designation among...
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As a member of the Financial Planning Association of Canada (FPAC), our overarching goal is to professionalize financial services in Canada. One way in which we seek to get the word out about FPAC’s mission is by providing a regular column, Qualified Advice, for MoneySense,...
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The recent news of gravesites being discovered on grounds associated with residential schools has caused many to reflect on the meaning of July 1, Canada Day. Despite growing up in Chilliwack, BC, where many of my secondary school classmates were from local First Nations, I...
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Regulating the Use of Financial Planner or Financial Advisor If someone were to tell you that they were a financial planner or a financial advisor, what would be your first thought? Mutual fund salesperson? Or perhaps, life insurance salesperson? Before I became involved in financial services...
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It is the nature of my profession that I read a lot about personal financial matters. One of the most difficult of such matters has to do with retirement. Financial economists will say that retirement planning is difficult because there are so many variables, or...
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