A study revealed that Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do no planning or only limited planning.
A study revealed that Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do no planning or only limited planning.
To learn more about these findings
To learn more about these findings
Kefalonia, Greece
INTEGRATED FINANCIAL PLANNING
INTEGRATED FINANCIAL PLANNING
Advisory Services
Advisory Services
Retirement Planning
Retirement Planning
Cash Flow Analysis
Cash Flow Analysis
Investment Management
Investment Management
Education Planning
Education Planning
Emergency Planning
Emergency Planning
Debt Management
Debt Management
Tax Planning
Tax Planning
Insurance Needs and Risk Management
Insurance Needs and Risk Management
Business Planning
Business Planning
Estate Planning
Estate Planning
Philanthropy
Philanthropy
O.W.M'S PLEDGE
O.W.M'S PLEDGE
Act as a fiduciary
Act as a fiduciary
putting the needs of clients first, ahead of my needs or the needs of any other party.
putting the needs of clients first, ahead of my needs or the needs of any other party.
working to help my clients achieve their goals and dreams by acting with the skill, care, prudence, diligence, loyalty and good judgement of a fiduciary, rooting my professional practice in evidence-based advice.
working to help my clients achieve their goals and dreams by acting with the skill, care, prudence, diligence, loyalty and good judgement of a fiduciary, rooting my professional practice in evidence-based advice.
avoiding and minimizing conflicts of interest, and to manage and disclose those conflicts which cannot be avoided.
avoiding and minimizing conflicts of interest, and to manage and disclose those conflicts which cannot be avoided.
fully and transparently disclose all sources of my compensation in all of my dealings with clients.
fully and transparently disclose all sources of my compensation in all of my dealings with clients.
upholding the code(s) of conduct of the issuing body of my financial planning designation, and to continuously work to improve my skills and practice, and the financial planning industry as a whole.
upholding the code(s) of conduct of the issuing body of my financial planning designation, and to continuously work to improve my skills and practice, and the financial planning industry as a whole.
encouraging other financial planners to uphold the standards and values embodied by this Association, and to aid this and subsequent generations of financial planners to fulfill the Association’s vision for the financial planning industry.
encouraging other financial planners to uphold the standards and values embodied by this Association, and to aid this and subsequent generations of financial planners to fulfill the Association’s vision for the financial planning industry.
helping to build awareness of the good that financial planners can do for their clients.
helping to build awareness of the good that financial planners can do for their clients.