connecting with key people such as business owners & HR managers to bring greater awareness on the impact separation & divorce has on their organizations […]
Read More… from Webinar – Separation’s Impact on Businesses and Employee
Sep 10, 2022
compared to 39% of Canadians who do not work with a financial planner […]
Read More… from 25% of Canadians rank money as their main stressor
Today August 31st is the Last Day for those eligible to be grandfathered to obtain the temporary discount […]
Read More… from Last Day to be grandfathered for CFDS-AA with Discount
Prior to Dec. 2021, wills needed to be signed by the will-maker and witnesses in person, however […]
Read More… from First Canadian to Create Fully Digital Legal Will
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Jo-Anne Fiore, Bolton, ON […]
Read More… from CFDS-AA: Jo-Anne Fiore, Bolton, ON
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Eva Sachs, Toronto, ON […]
Read More… from CFDS-AA: Eva Sachs, Toronto, ON
Any person who meets the following criteria can be paid or reimbursed for financial advice fees […]
Read More… from Canadian Veterans Reimbursement of Fees for Financial Advice
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Bettina Plendl, Nanaimo, BC […]
Read More… from CFDS-AA: Bettina Plendl, Nanaimo, BC
With the court system backlogged due to Covid-19, older clients may want to split up on good terms. Divorcing clients who aren’t seeing eye to eye may want to consider a more amicable option — especially if they don’t have many years left to live […]
Read More… from There’s a silver lining for “silver splitters”: Amicability
Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Lisa Sukul, Vancouver, BC […]
Read More… from CFDS-AA: Lisa Sukul, BC