Planning and Advice

Advisors make the CFP grade

According to the results of the first ever Financial Planning Examination, financial advisors really know their stuff. Of the 455 advisors who wrote the Level 1 exam, 346 passed (76%).

By John Powell |January 25, 2011

1 min read

Fee vs. commission not clear cut

Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]

By Al Emid |January 25, 2011

3 min read

Ultravision explained

Looking to shelter your client’s investment income? If so, you have plenty of options these days.

By Jason M. Pereira |January 24, 2011

6 min read

Book tackles lessons from school of hard knocks

Nineteen tales, two tellers and one tome. What I Have Learned So Far… And How It Can Help You illustrates how you can never count on life to unfold as expected. The collaborative work by Al Emid, a seasoned journalist and occasional Advisor.ca contributor, and Paul K. Bates, a financial services professional, is a tribute […]

By Vikram Barhat |January 21, 2011

1 min read