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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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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