News & Updates

Below is a case study I wrote for the United Way to demonstrate the value of a program they operate here in Edmonton. This is a true story – only…

When we discuss the professionalization of the delivery of financial advice, we often discuss fees, minimum education requirements, and obligations to clients. One of the significant items missing from the…

Here we are in February! Every advisor’s favourite season – RRSP season! Somehow Costco and Walmart don’t have an RRSP display and have somehow paid more attention to Valentine’s Day. At BCC,…

Some of you may have picked up on this notice from the law firm Norton Rose Fulbright back in November of 2019: https://www.nortonrosefulbright.com/en-ca/knowledge/publications/33cf038b/prohibition-on-gifts-of-life-insurance-policies-to-charities-in-british-columbia-by-bc-residents. While I haven’t seen the source document, it refers to correspondence…

As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning Week 2019 activities. This is our fourth year sponsoring Financial Planning Week activities; we have…

Behavioural finance research makes it clear that we are all victims of our own biases. Dan Kahneman, who is likely the world’s leading researcher on bias, has this depressing conclusion…

With FP Canada’s™ exams coming up at the end of November, we are just about to start our first set of exam prep classes. As anybody who has attended an…

It’s September, and some of your clients might be sending the kids away to post-secondary school for the first time. This can be an exciting time. I know that Canadians…

Since the introduction of the TFSA, I have often heard that low-income Canadians cannot benefit from the RRSP and should be using the TFSA instead. The argument here generally hinges…