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News & Updates

June 26, 2025
Understanding Projection Assumption Guidelines in Financial Planning

Background/ Basics The Projection Assumption Guidelines are published annually jointly by the Institute of Financial Planning (the Institute, and FP Canada Standards Council™. By using standardized assumptions based in method can help in protecting both the planner and the client. Financial Planners can reply on these assumptions and their sources…

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July 6, 2022

Compliance and Investment Licensing – Jason’s Corner

I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a…
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May 3, 2022

Financial Planning and Risk Management — Jason’s Corner

Financial Planning and Risk Management — thinking past the the three predictable risks: Like many of my students, I started my career in the insurance side of the financial advisory…
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April 5, 2022

Risk Management and Advisor Education — Jason’s Corner

As discussed in our March newsletter, the theme for the second quarter of 2022 is Risk Management. I’m going to take this discussion in a slightly unconventional direction. You might…
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March 1, 2022

CE Drive: What to expect in 2022 — Jason’s Corner

Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…
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February 1, 2022

Preparing for Financial Planning Exams

At the time of this article's publication, students across the country will be writing their QAFP™ or CFP® Exams. Most exam writers will have put in about two years of…
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July 30, 2020

August 2020 Newsletter: Canada Student Loans

We are just around the corner from a return to school, whatever that will look like. For many students (and possibly their parents as well), it’s time to start thinking about how…
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June 29, 2020

July 2020 Newsletter: Child Care Expense Deductions – How Much Do They Help?

The Income Tax Act permits the deduction of child care expenses under certain circumstances. A quick summary of those rules: Only the lower earner in the household can deduct the…
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June 2, 2020

June 2020 Newsletter: When to Engage the Expert?

In late April, we hosted our 12th annual Group Insurance Symposium. We normally run this session live in Edmonton each April and again live in Calgary each October. This is…
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May 30, 2020

May 2020 Newsletter: The Sharpe Ratio, and Why Does a Financial Planner Care?

Since the fall of 2019, BCC’s financial planning Core Curriculum classes have adjusted to include all content from the FP Canada Institute™ Financial Planning Body of Knowledge (FP-BoK). The FP-BoK…
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