Planning and Advice

Decorative pattern

Planning and Advice

As omicron looms, ‘weary’ clients may need some TLC

Emotions can run high amid quick corrections, advisor says

By Katie Keir |December 2, 2021

3 min read

Effective planning includes updating beneficiary designations

Planning and Advice

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

By Michelle Schriver |November 26, 2021

3 min read

Help investors beat FOMO

Planning and Advice

Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

By Katie Keir |November 24, 2021

3 min read

How advisors can help build clients’ confidence

Planning and Advice

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

By Maddie Johnson |November 24, 2021

2 min read