Clients are anxious about more than market volatility
The Financial Planning Standards Council (FPSC) has released the Financial Planning Body of Knowledge (FP-BoK), a resource for CFP professionals and FPSC Level 1 certificants. Together with the revalidated FPSC Competency Profile, the FP-BoK serves to further define the knowledge and competencies expected of CFP professionals and FPSC Level 1 certificants in Canada, and the […]
Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]
Beneficiaries could be hit with unexpected income inclusions
The Ontario Securities Commission (OSC) has launched a new website that helps investors navigate the new annual reports introduced as part of CRM2. Read: More CRM2 myths busted Detailed explanations are provided of both the report on investment performance and the report on charges and other compensation. Investors’ unique rate of return is explained, as […]
Canadians are still struggling to strike a balance between paying for the good ol' hockey game and other activities, versus other priorities such as education savings.
The Ontario Securities Commission (OSC) today published OSC Staff Notice 11-776 Investor Office Activity Report 2015-2016. The report provides an update on the OSC Investor Office’s policy, research, and education and outreach initiatives since its launch last year and outlines its key areas of focus. Among its initiatives in 2015-16, the office formed new partnerships […]
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What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?