Despite technology-enabled access and a growing range of financial products, product selection and decision making remains complex. While the speed and ease of transaction execution can […]

A financial need analysis (FNA) allows you to get a picture of your finances to improve your present financial situation or even start your financial journey […]

Benjamin Franklin stated that “there are only 2 certain things in this life and those are death and taxes” so why not prepare yourself in the […]

According to Statistic Canada, in 2015, 2 054 943 Canadians were enrolled in post secondary education in Canadian universities and colleges. But most importantly, almost 6 […]

New financial regulations always spark some reaction in the industry, and so it is the case with CRM2. Quebec’s leading association of independent advisors, the PAFSA, […]