News & Updates

Top 10 LLQP Exam Mistakes (And How to Avoid Them)

Introduction You've studied for weeks, feel prepared, and walk into your LLQP exam with confidence. But then you see your results and realize you didn't pass. Sound familiar? You're not alone. Every year, countless candidates make avoidable LLQP exam mistakes that cost them time, money, and the confidence needed to…

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Latest

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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February 2019 Newsletter: RRSP Season is Upon Us

For many of our clients, February is RRSP (Registered Retirement Savings Plan) season. We don’t run a lot of classes in the last two weeks of February, and we normally…
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