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Democratization: The future of financial planning | Investment Executive

Tashia Batstone
Summer is finally here and so is the promise of brighter days ahead. As lockdowns ease, the economy expands and many of us get busier, now is the time to ensure that we make financial wellness for all Canadians an imperative. The past 16 months have highlighted the critical need to enhance financial resilience, and this is our opportunity to look at things differently.
The pandemic has been a rich learning environment for the financial planning industry. Professional financial planners across the country rose to the occasion to help many Canadians navigate the financial uncertainty associated with the pandemic. The FP Canada 2021 Financial Stress Index found that even in the middle of the pandemic, nearly four in 10 Canadians said money was their No. 1 concern and, rather disturbingly, one in three said the stress led to health-related issues. But Canadians who worked with a professional financial planner were far less likely to cite money as their top conc ....

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FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines

FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines
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TORONTO and MONTRÉAL, April 28, 2021 /CNW/ - FP Canada and the Institut québécois de planification financière (IQPF) have jointly released the 2021
and Addendum, for professional financial planners across Canada.
The Guidelines, which take effect April 30, 2021, are designed to help financial planners make long-term financial projections (10 or more years) that are free from potential biases or predispositions.
FP Canada IQPF Projection Assumption Guidelines 2021 (CNW Group/FP Canada)
As the COVID-19 pandemic continues to cause economic uncertainty, triggering fear among some clients, the ....

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Balance sheet blues: Rising expenses hurting Canadian savings amid enduring pandemic

Balance sheet blues: Rising expenses hurting Canadian savings amid enduring pandemic
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