News & Updates

10 Tips for Passing Your CFP® Exam

The Certified Financial Planner® (CFP) exam is a significant milestone for those looking to establish themselves as financial planning professionals. Earning the CFP® designation demonstrates your expertise and commitment to the field. However, preparing for and taking the CFP® exam can be a challenging endeavour. To help you succeed, here…

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January 2020 Newsletter: Regulation of Insurance Contracts

Some of you may have picked up on this notice from the law firm Norton Rose Fulbright back in November of 2019: While I haven’t seen the source document, it refers to correspondence…
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