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…
March 7, 2019
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…