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Changing nature of financial advice could lead to rise of paraplanners
The Globe and Mail Helen Burnett-Nichols Published April 22, 2021 Pra-chid/iStockPhoto / Getty Images The increasing focus on holistic financial advice and financial planning in Canada’s financial services industry may lead to increasing demand for paraplanners – especially among those who bring an advanced skill set to the table. Paraplanning often involves the non-client-facing, data-driven aspects of a financial plan. According to Jason Heath, managing director and an advice- and fee-only certified financial planner at Objective Financial Partners Inc. in Markham, Ont., paraplanning...
Source: theglobeandmail.com