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August 14, 2024
Preparing for Success: Your Guide to CFP & QAFP Exam Prep

As the weather cools, you might find your stress rising with the Certified Financial Planner (CFP) and Qualified Associate Financial Planner (QAFP) exam dates fast approaching. It’s time for financial professionals to solidify your study plan so you can secure your future. These exams are pivotal milestones in your career,…

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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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April 6, 2021

Financial Fraud and its effect on Millennials

Financial fraud isn’t a new concept by any means, but in the age of the internet and social media, the general perception is that scams that rid you of your…
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October 29, 2019

Nov 2019 Newsletter: Decision-Making in Financial Planning

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…
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June 28, 2019

Jul 2019 Newsletter: Low Income Canadians Need Financial Planning Too

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…
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May 30, 2019

June 2019 Newsletter: RRSP Beneficiary Designations

A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary designations. I expect that most people are aware that an RRSP annuitant can name a…
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March 7, 2019

Mar 2019 Newsletter Article: The Broken Medical Expense Tax Credit

Your clients are likely rounding the corner to tax season, and gathering up receipts to support their desire to minimize their tax bills. Some of those receipts will likely include…
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