As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale or go deeper with existing clients. FP Canada and financial planning ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Checking your investments in financially stressful times is like staring in the rear-view mirror while driving. You get a backward perspective, but there’s nothing to help guide your way forward. For ...