Financial Planner Title Regulation in Ontario

Financial Planner Title Regulation in Ontario

As President of the Financial Planning Association of Canada, Julia co-signed a joint statement with advocates across the country to speak out against a credential recently approved by Ontario’s FSRA as part of their titling legislation.

2024 March Update

2024 March Update

Making great financial decisions can be incredibly difficult given the noise in the world about what is “right” and “smart”. Great financial planning helps you determine which strategies and decisions make the most sense for YOU, so that you can experience your life, well spent.