Today in Canada, outside of Quebec, anyone can call themselves a financial planner. There is no regulation that restricts the use of this title. So how do you know that the person you’ve engaged to be your planner has the appropriate knowledge, skills and abilities to earn your trust? You find an advisor who holds the CFP designation.
Solutions articles and videos provide you with valuable information to help make your finances easier to understand. Click on the links below to view some interesting financial strategies and concepts. Financial planning.
The Value of Financial Planning is a three-year longitudinal study designed to evaluate and better understand the value proposition of financial planning in Canada.
FPSC released the results of a study that confirms that the majority of Canadians lack confidence in their financial knowledge. Among the key findings: Canadians who work with a CFP® professional are 32% more likely to feel very knowledgeable about financial matters.
I recommend meeting with a CERTIFIED FINANCIAL PLANNER® professional at least once a year to take your financial pulse.
Tim Ramsay initially trained and practiced as an environmental consultant. Since 1983 he has helped to guide his clients in their insurance and investment needs. This advice has spanned many market cycles.
