If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

To earn the CFP credential, for example, a planner must pass an exam that tests knowledge of insurance, investment planning, tax planning, retirement planning, employee benefits and estate planning.

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

Here are five ways assets in RRSPs can be transferred on a tax-deferred or tax-free basis. Switching financial institutions ...

According to Patrick Marcinko, certified financial planner (CFP) at Bogart Wealth ... of mind that you are on track for a successful retirement, financially.” While wealthy retirees often ...

Autumn Knutson, a CFP from Styled Wealth in Oklahoma ... What do you want to be sure is true? Optimal retirement planning tends to take a few years prior to actually retiring to ensure you ...

These include the CFP (certified financial planner), the PFS (personal financial ... as well as your goals and desires for retirement.