News & Updates

Understanding Projection Assumption Guidelines in Financial Planning

Background/ Basics The Projection Assumption Guidelines are published annually jointly by the Institute of Financial Planning (the Institute, and FP Canada Standards Council™. By using standardized assumptions based in method can help in protecting both the planner and the client. Financial Planners can reply on these assumptions and their sources…

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May 2019 Newsletter Article: Employment Insurance for Self-Employed

Living in Alberta, I saw much discussion of child care leading up to this most recent election. Last year, when the 2018 Budget introduced adverse consequences of building up too…
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