CERTIFIED FINANCIAL PLANNER® (CFP) professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) professionals are expected to…
Marketing We Know TrainingOctober 16, 2020
As our population ages, the need for clear, practical, and useful life advice rises. As…
Marketing We Know TrainingOctober 1, 2020
With fall right around the corner, it’s time to start thinking about the CFP® and…
Marketing We Know TrainingSeptember 1, 2020
We are just around the corner from a return to school, whatever that will look…
Jason WattJuly 30, 2020
In the past, my newsletter articles have been geared towards explaining the LLQP process. But…
Bob WattJuly 30, 2020
The Income Tax Act permits the deduction of child care expenses under certain circumstances. A…
Jason WattJune 29, 2020
In late April, we hosted our 12th annual Group Insurance Symposium. We normally run this…
Jason WattJune 2, 2020
Since the fall of 2019, BCC’s financial planning Core Curriculum classes have adjusted to include…
Jason WattMay 30, 2020
My, how quickly the world changes. Everyone has had to step up and adjust the…
Bob WattApril 30, 2020
I am back to discussing insurance agent licensing, but wow, we are certainly in interesting…
Bob WattApril 1, 2020
When we discuss the professionalization of the delivery of financial advice, we often discuss fees,…
Jason WattMarch 2, 2020
Earlier in this edition of the newsletter, Jason shared his thoughts about the CFP Board…
Bob WattMarch 2, 2020
Here we are in February! Every advisor’s favourite season – RRSP season! Somehow Costco and Walmart don’t…
Jason WattFebruary 11, 2020
Now that we have spent some time looking at the LLQP program and all its…
Bob WattDecember 4, 2019
