We all want financial advice we can trust, but finding it can be a nightmare. Our step-by-step guide will get you to the advice you need. We all want financial advice we can trust, but finding it can be a nightmare. Most of us have no idea where to look—and we’re often not sure what…
Liz and Phil Royal are a typical Canadian entrepreneurial couple: Close to retirement, oodles of retained earnings and no coherent plan for retirement. They are the prototypical case offered to the 100 registered financial planners who gathered for the sixth annual Institute of Advanced Financial Planners (IAFP) conference in September in Regina. To understand some…