News & Updates

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…

Earlier in this edition of the newsletter, Jason shared his thoughts about the CFP Board Academic Research Colloquium.  I attended that event in Washington, DC as well.  This is our…

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…

Now that we have spent some time looking at the LLQP program and all its various components, it will be good to look at some steps that are being taken…

If you are on your path to the CFP® or QAFP™ designation, did you know that there are two courses you will need to complete after the Core & Advanced Curriculum?…

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…

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…